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