tastytrade

11-50 employees
14 jobs posted

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Account Specialist I

Added

5 days ago

Location

🇺🇸 Chicago

Type

Full time

Salary

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Related skills

kyc aml finra cip sie

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📋 Description

Provide seamless account opening experiences for customers
Support account maintenance and due diligence tasks
Learn regulatory compliance basics and customer service best practices
Process new account applications and maintenance requests
Assist with documentation verification and CIP compliance
Support customer onboarding and respond to inquiries

🎯 Requirements

FINRA license set: Series 7, Series 63; SIE
KYC/AML regulatory knowledge; basic AML/Suitability understanding
Detail-oriented with strong documentation and record-keeping
Customer service experience; effective communication
Team-oriented; ability to escalate when needed
Willingness to learn and work toward approver-level responsibilities

🎁 Benefits

Performance bonuses
Stock purchase options
Medical/Vision/Dental benefits
401k plan
Paid vacation and sick days
Gym membership and commuter benefits

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