Accounts Customer Service Specialist

| Chicago
Please apply through our job portal: recruiting.tastytrade.com
Apply now
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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

We are looking for 1-2 entry to mid-level customer account specialists 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

  • Customer service experience or interest in a customer service role
  • 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
  • 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) and Series 63 (or 66) license preferred but not required

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

We are currently all working from home until it becomes safe to return to the offices. This role would be onboarded almost entirely remotely.

*tastyworks 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 through our job 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 door policy
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Our employee assistance program provides support on stress management, dependent/elder care, fitness, and legal and financial issues.
Onsite Gym
Team workouts
Mental Health Benefits
Our employee assistance program provides employees and their families with counseling services (general, bereavement, tobacco cessation).
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Perks & Discounts
Casual Dress
Commuter Benefits
tastytrade offers pre-tax commuter benefits for all employees (both public transport and rideshare).
Company Outings
Free Daily Meals
Game Room
We have a Ping Pong pong table and Pop-A-Shot at our tastyworks location.
Stocked Kitchen
Pet Friendly
Professional Development Benefits
Job Training & Conferences
Promote from within
Mentorship program
Our engineering team hosts a mentorship program for younger or newer additions to the team.
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Please apply through our job portal: recruiting.tastytrade.com
Apply now
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