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Job Overview & Application

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Customer Account Specialist

Role OverviewApplication
Company:
Location:
Job Type:
tastyworks, Inc.
Chicago, IL
Full-time

As a Customer Account Specialist, you will work to provide seamless account opening experiences, superior customer relations, and attentive account maintenance for our tastyworks customers.

tastyworks is a retail brokerage that provides professional-grade, world-class technology to retail traders at industry-leading prices. We are an ideal environment for those who are self-motivated, engineering-focused, pragmatic, and who truly enjoy creating and operating large, highly available, and performant systems.

 
What you’ll do:

  • 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

 
Who you are:

  • 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) licensed; 63 license preferred but not required


Team Perks and Benefits:

  • Sustainable work day
  • Daily catered lunch when in the office
  • Full kitchen with snacks and beverages
  • Dog-friendly office
  • Pet insurance
  • Commuter benefits
  • In-building gym
  • Park-like roof with games and herb-garden
  • 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


Our Company:

The tastytrade family of companies (tastytrade, tastyworks, Dough by tastyworks, and quiet foundation) empowers individual investors by providing educational media, intuitive and powerful trading software, high-speed order execution, innovative derivatives products, and portfolio guidance. The diversity of our offerings and the technology that powers them provides our engineers with exposure to a broad set of tools and the opportunity to dig deep into specific problems. We are an ideal environment for those who are self-motivated, engineering-focused, pragmatic, and who truly enjoy creating and operating large, highly available, and performant systems.

Location:

tastyworks
1000 W Fulton Market #220
Chicago, IL 60607

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