tastytrade is a self-directed retail brokerage providing professional-grade technology to traders. They seek a Senior Accounts Specialist to enhance customer experiences and account management.
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Skills
Proficient with technology
Strong interpersonal skills
Detail-oriented
Customer service skills
Responsibilities
Provide support via chat, email, and phone
Assist with new account applications
Approve accounts and perform due diligence
Comply with AML regulations
Education
Bachelor's degree or related work experience
Required Licensure: Series 7 and 63 (or equivalents)
Benefits
Performance Bonuses
Stock Purchase Options
401k Plan
Continued Education Support
Paid Vacation Days
Paid Sick Days
Gym Membership Reimbursement
Commuter Benefits
Pet Insurance
Wellness Programs
Charitable Donation Matching
Volunteer Days Off
Daily catered lunch
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