Account Funding and Transfer Specialist at tastytrade

| Chicago
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COMPANY

tastyworks, tastytrade's acclaimed derivatives-focused brokerage, was created by the founders of thinkorswim and tastytrade to empower self-directed investors through technology, pricing, and content. 

SUMMARY

tastyworks customer account specialists work to provide seamless account opening experiences, superior customer relations, and attentive account maintenance.

RESPONSIBILITIES

  • Process all account transfers (ACATs) in a timely manner.
  • Manually review and process wires, checks, internal transfers, and ACH disbursements.
  • Remain savvy with IRA related matters and process IRA Distributions.
  • Scan checks into the internal system on a daily basis.
  • Provide input and recommendations for improvement regarding current banking policies, procedures, and technologies.
  • Comply with industry Anti-Money Laundering (“AML”) regulations and assist the AML Officer.
  • Collaborate with clearing firm on a daily basis.
  • Provide friendly, accurate, and efficient support via chat, email, and phone regarding any money movement related matters.

REQUIREMENTS

  • Extremely proficient with use of technology
  • Willingness to collaborate with teammates to address time sensitive issues
  • Ability to multi-task in a fast-paced environment
  • Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
  • Experience or avid interest in the financial industry
  • Basic understanding of trade settlements, options positions, and different security types is preferred
  • Detail-oriented mindset with a willingness to learn and uphold applicable regulatory requirements
  • Bachelor’s degree or related work experience
  • Series 7 (or SIE and 7 Top-Off) licensed; 63 license preferred but not required

**PLEASE DO NOT APPLY IF YOU DO NOT HAVE AN ACTIVE SERIES 7 (OR SIE AND 7 TOP-OFF)

PERKS

  • Daily catered lunch
  • Full kitchen with snacks and beverages
  • Dog-friendly office
  • Park-like roof with games and herb garden
  • In-building gym
  • CTA stop a block away, Shuttle to/from Metra
  • Located in the West Loop--Chicago's growing center of tech, great cuisine, and high-end bars

*dough is a wholly owned subsidiary of tastytrade and part of a broader family of companies that work to serve all of the needs of an individual investor. We aim to fill the financial vertical with: tastytrade, educational content; tastyworks, a platform and tools for trading derivatives; The Small Exchange, retail-accessible futures products; quiet foundation, a free investment advisory service; dough, a content-filled, easy-to-use stock-trading app; and luckbox, a monthly print and digital financial magazine.

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Please apply on our recruiting portal: recruiting.tastytrade.com
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Technology we use

  • Engineering
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • RubyLanguages
    • SwiftLanguages
    • Objective-CLanguages
    • ReactLibraries
    • Ember.jsFrameworks
    • Ruby on RailsFrameworks
    • React NativeFrameworks
    • AkkaFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • CouchbaseDatabases
    • DynamoDBDatabases

Location

Rich with restaurants and culture, Fulton Market, once a meatpacking district, now exists as one of the hottest neighborhoods for tech companies.

An Insider's view of tastytrade

What’s the vibe like in the office?

We’re in a fast-paced industry, but no matter how busy people get, no one’s ever too busy to help a colleague out. We’re surrounded by smart, driven people and the collaboration amongst the teams is definitely the reason why we are constantly growing. Plus, there’s free food and puppies to get you through the day!

Mo

Customer Account Specialist

How does the company support your career growth?

tastytrade is a small group doing big things. Everywhere you look there’s a new major project getting off the ground, and it’s possible to have a real impact on any of them. Going from being one of thousands of devs for a huge corporation to one of a couple dozen has presented me with more opportunities to lead and grow than I ever had elsewhere.

Mike

Software Developer

What's something quirky about your company?

tastytrade allows for the full extension of my creative expression within the confines of a 'traditional' company. No one ever gets told that finance is funny. But here I get a multitude of chances every day to amplify my voice to create content across a variety of sources—print, digital, podcast—with the full support of my bosses. And that rocks.

Vonetta

Writer / Co-Host

What are tastytrade Perks + Benefits

Culture
Volunteer in local community
This year, our employees Vonetta and Tracy helped raise money for Chicago Reads, a program to send every child home with a book to read this summer!
Friends outside of work
Eat lunch together
Daily stand up
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Team workouts
Acme Co.'s team fitness initiatives include In-office yoga.
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Perks & Discounts
Casual Dress
Company Outings
Free Daily Meals
Stocked Kitchen
Pet Friendly
Professional Development Benefits
Job Training & Conferences
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Please apply on our recruiting portal: recruiting.tastytrade.com
Apply now
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