Account Specialist I: Brokerage Onboarding & Support
Tastyworks
tastytrade in Chicago, IL is seeking an Account Specialist I to deliver seamless account opening experiences and expert customer care. This in-person role is based in Chicago with a 3 days per week on-site schedule and a clear path to Account Specialist II within the Accounts team. You will process new account applications, verify CIP/KYC details, assist with due diligence, and provide frontline support via chat, email, and phone while building foundation in AML compliance and regulatory #J-18808-Ljbffr Tastyworks
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Account Specialist I: Brokerage Onboarding & Support in Brooklyn, NY vacancy
- U.S. Bank is seeking an Account Setup Support and Enablement Analyst to streamline onboarding of new business deposit accounts. The role emphasizes accuracy, compliance, and timely processing while collaborating with internal teams and clients to manage intake, documentation...SuggestedWork at office
- tastytrade is seeking an Account Specialist I in Chicago, IL, to deliver seamless account opening experiences and outstanding customer service... ...on account processing, regulatory compliance, and client support as a foundation for growth within the Accounts team. You will...Suggested
- ...Company Name: tastytrade Role: Account Specialist I Location: Chicago, IL – In-Person (3/days... ...opening experiences, superior customer support, and attentive account maintenance for... ...detail-oriented individuals early in their brokerage operations career who want to build a...SuggestedWork experience placement3 days per week
tastyworks
Brooklyn, NY4 days ago $24.03 - $31.25 per hour
...or an alternative application process. Account Specialist Full-time Los Angeles, CA, US 16 days... ..., and maintenance. Provides telephone support in assisting loan production offices in... ...and vendors. Assists with the onboarding of new accounts, performing account maintenance...SuggestedHourly payFull timeWork at office- Liquid Environmental Solutions Corporation is seeking an Implementation Coordinator to oversee onboarding and setup of new accounts. You will be the primary contact for Key Account Customers, ensuring smooth implementation and successful handoff to account administrators...Suggested
- ...PrimeSource Building Products, Inc. is seeking a National Accounts Support Specialist to support National and Major Account order execution,... ...item setup/content across customer platforms; support .com onboarding and ongoing data accuracy that populates customer sites....Work at office
$125.25k - $180.92k
Job Title:Rheumatology Key Account Specialist, New York Location:Remote, US (New York)About the jobSanofi focuses on developing specialty treatments... ...important health care personnel and key patient advocacy support groups as directed.Coordinate with other Rheumatology cross...Full timeTemporary workWork at officeLocal areaRemote workHome office$77k - $143k
...Summary#LI-RemoteThis is a field-based and remote opportunity supporting key accounts in an assigned geography. Novartis is unable to offer... ...not sponsor visas for this position.As a Territory Account Specialist (TAS), you’ll lead with purpose - crafting personalized experiences...Full timeInternshipLocal areaRemote workHome officeVisa sponsorshipRelocation package$95.64k - $143.46k
...Derivative& Commodities Operations. We support an extensive range of Capital Markets... ...market, Equity (Cash, Derivatives, Prime Brokerage, Futures, Listed Derivs, FXPB) where Citi... ...movements, fails management and client account queries. This is a client-focused role...Full timeWork experience placementWork at officeLocal areaFlexible hoursCiti
Jersey City, NJ13 days ago$40k
...requirements About the role: The Account Representative role at TQL is an... ...sales role, you will be responsible for supporting and working with an established sales team... ...Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects...H1bWork at officeTotal Quality Logistics
Brooklyn, NY2 days ago$22 - $32 per hour
...efficiency, and design flexibility. Job Summary We are currently looking for an Account Specialist to join our Account Management Team. The role of the Account Specialist is to support the Best Experience philosophy by building and maintaining positive business...Hourly payTemporary workWork at officeLocal areaSprings Window Fashions
Long Island City, NY4 days ago$58k - $77k
...Imperial PFS is hiring a full-time Account Resolution Specialist to join our expanding team! The hours for this position are Monday-... ...responsible for managing delinquent premium finance accounts and supporting the recovery of outstanding balances through internal...Full timeTemporary workWork experience placementWork at officeMonday to FridayImperial PFS
Jersey City, NJ4 days ago$60k - $75k
...Title : Strategic Account Specialist Location : Remote US Reports To : Director of Production Compensation : Base salary $60,000-75,000 base... ..., you’ll help clarify questions, align expectations, and support a smooth transition into production. This role requires you...Full timeRemote workWork from homeFlexible hoursShift workBrilliant
Brooklyn, NY1 day ago- ...JOB OVERVIEW The Accounts Payable (AP) Coordinator will support the Corporate Finance team by managing high-volume invoice intake, coding, and entry, including... ...Reimbursement files from Concur Vendor maintenance (onboarding, updating vendors, and performing callbacks as needed...Full timeFor subcontractorLocal areaRemote work2 days per week
Jobless
Brooklyn, NY4 days ago - ...forefront of global treasury innovation. As a Product Specialist- Vice President within Liquidity & Account Solutions , you will serve as a trusted advisor to... ...including payments, blockchain, and APIs — to identify and support cross-sell opportunities that complement liquidity...
- ...supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and... ...Client Onboarding Specialist I is accountable for customer satisfaction and quality... ...history, and billing invoices to provide support to LegalShield groups, Associates, and...Full timeWork at officeLocal areaAfternoon shift
- Goldman Sachs Bank AG seeks a seasoned onboarding professional to manage client journeys from RFP participation through go-live and early post-launch support. You will drive due diligence, documentation, and onboarding across the TxB suite, coordinating with Legal, Risk...
- ...seeking a highly organized, proactive, and client-focused Account Coordinator to support a Senior Account Executive across strategic enterprise... ...communicate updates to Recruiting, Delivery, Operations, and Onboarding teams. Respond to client requests regarding consultant...Work at officeRemote workFlexible hours
York Solutions, LLC
Brooklyn, NY1 day ago - ...transform hotel operations! The Customer Onboarding Specialist I at Actabl is the ultimate launchpad... ...established best practices. Technical Support: Provide on-the-spot troubleshooting... ...with bonus structure Healthcare spending accounts with employer contributions 401(k)...Full timeTemporary workInternshipWork at officeRemote workFlexible hours
$88.4k - $132.6k
The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures... ...on-site (and sometimes remote) support for SWAs serving as their primary point... ...attributes from the client agreement, account opening initiation, including complex...Full timeWork at officeImmediate startRemote work- ...participants to solve complex cash, liquidity, account,andpaymentchallenges.As a Vice President, Liquidity & Account Solutions Specialist within Payments, you will serve as a... ...childcare, tuition reimbursement, mental health support, financial coaching and more. Additional...
- ...Account Services Specialist, Wholesale We believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join... ...count on this: Here, your voice is valued, your ambitions are supported, and your work is recognized. Location: North Bergen,...Work at officeShift work
$82k - $118k
..., prices and coordinates issuance of new large, loss-sensitive accounts (premium >$350k.) Partners with corporate departments, internal... .... Implement short and long-term goals for large accounts that support the company's business strategies. Recognize trends and patterns...Remote jobTemporary work- Kaufman Hall is seeking a Senior Specialist, Account Management, to provide day-to-day support for account management activities including scheduling, documentation, reporting, and CRM updates. This role ensures account teams are prepared for client discussions, enabling...
- Huntington is seeking a senior level Account Relationship Associate to deliver Simply the Best customer service and support for client accounts in a fast-paced sales environment. The role involves administrative tasks, relationship development, and problem solving to maintain...
$16.31 - $32.63 per hour
...your medical billing expertise directly supports patient care and helps a close-knit... ...-based team that values collaboration, accountability, and service excellence. This position... ...Medicine. The Role As the Billing Account Specialist, you will be an integral part of a small...Hourly payTemporary workWork experience placementWork at officeFlexible hoursWeekend workWeekday work$55k - $90k
...required. Minimum of 1 year of Insurance brokerage experience is required (Commercial... ...coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent... .... We understand flexibility is key to supporting an inclusive and diverse workforce and...Temporary workWork at officeLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours$55k - $75k
...Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote... ...Central Times Zones Only | Location/Supporting: Longwood, FL | Book Focus:... ...industry ~ Thorough knowledge of insurance brokerage and client needs ~ Required active licensing...Full timeContract workFor contractorsRemote work- ...individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and... ...information is available at Summary Responsible for supporting producers and account managers in processing new business, renewing existing business...Work experience placementWork at officeLocal area
$26.92 - $31.25 per hour
...Location SFO 444 Artizan Position Type Regular The Community Account Specialist is responsible for all accounting operations of the... ...accurate for data integrity and reporting purposes. Ability to support legal proceedings for unpaid rent, including the unlawful detainer...Hourly payFull timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Specialist I: Brokerage Onboarding & Support. Be the first to apply!
Related searches
- associate support engineer Brooklyn, NY
- administrative support assistant Brooklyn, NY
- operations support assistant Brooklyn, NY
- direct support assistant Brooklyn, NY
- program support assistant Brooklyn, NY
- IT specialist (customer support) Brooklyn, NY
- part time support assistant Brooklyn, NY
- confidential administrative support Brooklyn, NY
- community support Brooklyn, NY
- hr support Brooklyn, NY