Customer Account Specialist

Company Name: tastytrade

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

tastytrade 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 and account maintenance 
• 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 

Licensure: Series 7 (or SIE and 7 Top-Off) and 63, or 66 licensed 

Team Perks:  

• Performance Bonuses  
• Stock Purchase Options  
• 401k Plan  
• Continued Education Support  
• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)  
• 10 Paid Sick Days  
• Gym Membership Reimbursement  
• Commuter Benefits  
• Pet Insurance  
• Wellness & Mental Health Programs  
• Charitable Donation Matching  
• Two Paid Volunteer Days Off  
• Daily catered lunch when in the office  
• Full kitchen with snacks and beverages  
• In-building gym  
• CTA stop a block away, Shuttle to/from Metra  

Our Company:  

The IG North America family of companies empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and IG US, is a registered Forex broker-dealer. In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. This combined team has years of experience like institutional brokers but also a passion for disrupting the entire trading industry.   

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.  

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars. 

tastytrade | tastylive | IG North America  

1330 W Fulton Market, Chicago, IL 60607   

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!