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HUMAN RESOURCES MANAGER
City of West Covina
West Covina, CA
- $48.04 to $69.04 USD / hour
Under general direction, plans, organizes and manages the daily operations of the City’s Human Resources and Risk Management programs and services; oversees the day to day activities of the…
Added 1 min ago
Assistant Store Manager
TJX Companies
Langhorne, PA
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 2 mins ago
TC
Operations Supervisor - B Shift
TJX Companies
Woburn, MA
- $61,000 to $82,100 USD / year
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 2 mins ago
TC
Full Time Jewelry Associate
TJX Companies
Portland, OR
- $16.8 to $17.3 USD / hour
- Full-time
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 2 mins ago
Assistant Store Manager
TJX Companies
Cottage Grove, MN
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 2 mins ago
TC
Full Time Admin Coordinator
TJX Companies
Clovis, NM
- $14.5 to $15 USD / hour
- Full-time
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 2 mins ago
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AVP Cybersecurity Identity Governance & Administration (IGA)
TJX Companies
Marlborough, MA
- $175,700 to $228,400 USD / year
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 3 mins ago
TC
ARRC Coordinator
TJX Companies
Olathe, KS
- $15.15 to $18.95 USD / hour
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 3 mins ago
TC
Retail Jewelry Associate
TJX Companies
Newnan, GA
- $13.25 to $13.75 USD / hour
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 3 mins ago
Assistant Store Manager
TJX Companies
Columbia, SC
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 3 mins ago
TC
Jewelry Associate
TJX Companies
Lincoln, CA
- $16.9 to $17.4 USD / hour
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 5 mins ago
EP
Budget & Finance Manager – DHS
El Paso County (CO)
Colorado Springs, CO
- $77,420 to $116,160 USD / year
Due to the sensitive nature of this role, additional background checks may be required, including a Government Program Fraud check and Child Welfare Abuse & Neglect database (TRAILS) check.
Added 6 mins ago
J
Senior Software Engineer II, Mobile - On App Ads (AI Native)
Jobgether
Remote, United States
- $118,500 to $216,500 USD / year
…fill-rate and latency challenges in collaboration with advertising operations…
Added 6 mins ago
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Global Recruiting Sector Lead (Maritime Recruiter)
Jobgether
Remote, United States
- $65,000 to $70,000 USD / year
…sustainable pipelines of qualified professionals to support essential operations. Leading a team of global recruiters, you will strengthen sourcing capabilities, improve recruitment…
Added 7 mins ago
Lead Director - Network and Data Center Engineering
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Pierre, SD
…and next-generation AI/ML workloads. This role oversees the development of high‑performance, low‑latency data center and cloud networking capabilities that enable large-scale GPU…
Added 7 mins ago
Registered Nurse (RN) | PrePost Op
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Aberdeen, SD
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Added 7 mins ago
Area Project Controls Lead, Mega Campus
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Pierre, SD
We are seeking a candidate for a key project leadership role leading project controls operations for an AI enabling infrastructure campus, Mega Campus (1 GW+), of unprecedented scale and of…
Added 7 mins ago
SLED Account Executive (North Central)
Rubrik
Pierre, SD
…and operational disruptions. We offer continuous professional development through our world-class sales enablement program, and our One Rubrik selling approach provides all the resources…
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MidMarket Account Executive - Common Room
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Partner cross-functionally with Sales Development, Solutions, Marketing, and Customer Success to deliver a seamless buying and onboarding experience.
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Lead, Organic Risk Adjustment
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We are seeking a Lead, Organic Risk Adjustment to build, operationalize, and scale Humana's Organic Risk Adjustment (ORA) program.
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Senior Business Systems Analyst
Akamai Technologies, Inc.
Pierre, SD
- $88,900 to $160,100 USD / year
…processes. By leveraging expertise in business processes/system operations, you will co-create and deliver innovative/impactful solutions to the organization's complex systems challenges,…
Added 7 mins ago
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Clinical Services Pharmacy Technician - Sam’s Club
Walmart
SIOUX FALLS, SD
- $23.5 to $31.5 USD / hour
Participates in training and development programs to stay updated on industry standards, new medications, and best practices in pharmacy operations.
Added 7 mins ago
Travel - Interim Director of Nursing - RN - Long Term Care
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Remote, United States
Provides temporary nursing facility leadership and support. Administers the nursing program in a long term care facility to maintain standards of resident care. Facilitates the optimization…
Added 7 mins ago
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Clinical Services Pharmacy Technician - Sam’s Club
Walmart
SIOUX FALLS, SD
- $23.5 to $31.5 USD / hour
Participates in training and development programs to stay updated on industry standards, new medications, and best practices in pharmacy operations.
Added 7 mins ago
Integrations Program Manager
Meta
Pierre, SD
Meta is seeking an Integrations Program Manager to lead complex, cross-functional integration programs that connect Meta's products, platforms, and operations at scale. In this role, you…

tastylive

Account Specialist I

Chicago, IL, United States

Salary Range: $50,000-$75,000

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Job details

Pay: Salary Range: $50,000-$75,000
Posting language: English
Posted: Aug 13, 2026

Original job description

Company Name: tastytrade Role: Account Specialist I Location: Chicago, IL – In-Person (3/days week) Reports to: Accounts Team Lead Licensure Required: FINRA SIE, Series 7, and Series 63

As an Account Specialist I with tastytrade, you will provide seamless account opening experiences, superior customer support, and attentive account maintenance for our customers. This is the foundational role within the Accounts career path, designed to build your expertise in account processing, regulatory compliance, and customer service before advancing to Account Specialist II. You will process new account applications, perform account maintenance, and support customer due diligence efforts while developing the judgment and technical knowledge required for approver-level responsibilities. This role is ideal for detail-oriented individuals early in their brokerage operations career who want to build a foundation in account services with a clear path toward Account Specialist II, and beyond.

What you'll do

Account Opening & Application Processing

Process new account applications for individual, joint, IRA, and basic entity accounts, ensuring accuracy and completeness
Review customer-submitted documentation for identity verification, ensuring compliance with Customer Identification Program (CIP) requirements
Verify application information against submitted documents, flagging discrepancies for further review
Guide and help troubleshoot customers through the account opening process, explaining required documentation and application steps
Process straightforward account maintenance requests including address changes, phone updates, and beneficiary designations
Assist with preparing applications so they are ready for an accounts approver

Customer Due Diligence & Compliance Support

Perform ongoing customer due diligence in accordance with Anti-Money Laundering (AML) regulations
Assist with routine monitoring, documentation, and reporting requirements
Identify and escalate potentially suspicious account activity or documentation irregularities to senior team members
Maintain accurate records of customer due diligence efforts for audit and regulatory purposes
Support basic suitability reviews, verifying customer-provided financial and suitability information

Customer Service & Support

Provide friendly, accurate, and efficient support via chat, email, and phone (as needed) regarding account opening and maintenance questions
Respond to customer inquiries about application status, required documentation, and processing timelines
Guide customers through resolving application holds or documentation issues with clear, step-by-step instructions
Collaborate with teammates to address time-sensitive account issues and escalate complex matters appropriately
Document all customer interactions thoroughly and accurately in Salesforce

Process Improvement & Development

Provide input and recommendations for improvement regarding current policies, procedures, and technologies
Participate in team training sessions to build knowledge of account types, regulatory requirements, and processing procedures
Shadow Account Specialist IIs to learn approver-level judgment and complex account handling
Develop foundational knowledge of entity account structures, trust documentation, and margin agreements in preparation for advancement
Contribute to a positive and collaborative team environment

Career Development Toward Account Specialist II

Build proficiency in straightforward account processing as a foundation for approver-level responsibilities
Develop understanding of KYC/AML requirements, suitability standards, and regulatory compliance
Demonstrate consistent accuracy and sound judgment in processing decisions as a pathway to approver authority
Pursue internal domain role qualifications (Accounts Approval) with support from Team Lead and Account Specialist IIs
Pass Series 24 and 4 exams

Who you are

Experience & Credentials

FINRA SIE, Series 7, and Series 63
Bachelor's degree or related work experience
Experience or avid interest in the financial industry
Prior customer service experience preferred, particularly in a financial services or brokerage environment
No prior account processing experience required - this role is designed to build foundational expertise

Knowledge & Skills

Detail-oriented mindset with a willingness to learn and uphold applicable regulatory requirements
Basic understanding of account types (individual, joint, IRA, entities) or willingness to learn quickly
Genuine interest in developing expertise in AML/KYC compliance and brokerage account operations
Aspiration to advance to Account Specialist II and pursue approver-level responsibilities

Communication & Interpersonal Skills

Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
Willingness to collaborate with teammates to address time-sensitive issues
Clear, professional written and verbal communication for customer support and internal collaboration
Patience and empathy when guiding customers through documentation requirements

Operational Skills

Extremely proficient with use of technology
Ability to multi-task in a fast-paced environment
Strong organizational skills with ability to manage multiple applications and processing tasks simultaneously
Self-motivated with ability to work independently while knowing when to escalate to senior team members

Company Perks + Benefits:

Performance Bonuses
Stock Purchase Options
Medical/Vision/Dental Benefits
401k Plan
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
Shuttle to/from Metra

Discretionary Performance Bonus: 5-10% of base salary based on individual and company performance.

Salary Range: $50,000-$75,000

About IGNA + tasty IG North America is home to tastytrade, tastylive, and tastyfx - a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.

From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.

We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high – bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.

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

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More about this job

Skills

Customer service
Documentation
Regulatory compliance
Troubleshoot
Anti-money laundering
Reporting
Salesforce
Process improvement
Know your customer
Communication skills
Interpersonal skills
Collaboration
Organizational skills
Work independently

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