tastyworks was created by the founders of thinkorswim and tastytrade to empower self-directed investors through technology, pricing and content.
tastyworks customer account specialists work to provide seamless account opening experiences, superior customer relations, and attentive account maintenance.
- Provide friendly, accurate, and efficient support via chat, email and phone
- Assist customers with new account applications, account maintenance, and banking requests
- Approve accounts and perform ongoing customer due diligence
- Comply with industry Anti-Money Laundering (“AML”) regulations and assist the AML Officer
- Provide input and recommendations for improvement regarding current policies, procedures, and technologies
- Extremely proficient with use of technology
- 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
- 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) & 63 licenses preferred