Customer Account Specialist

| Chicago
Apply on our job portal: recruiting.tastytrade.com
Apply now

COMPANY

tastyworks 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

  • 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

REQUIREMENTS

  • 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
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Apply on our job portal: recruiting.tastytrade.com
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