Account Specialist I

tastytrade/ tastylive/ tastyfx/ tastycrypto Account Specialist I 11 Hours AgoSaved Easy Apply Hybrid Chicago, IL, USA Easy Apply 50K-75K Annually Entry level 50K-75K Annually Entry levelFintech • News + Entertainment • Software • Financial ServicesProcess new brokerage account applications, verify identity and documentation, perform account maintenance, support AML/KYC due diligence, and provide customer support via chat, email, and phone. Document interactions in Salesforce, escalate suspicious activity, assist approvers, and contribute to process improvements while developing toward approver-level responsibilities.Top Skills: Salesforce