Concierge Agent, tastytrade
tastytrade
$60-65k
+ Performance Bonuses + Stock Purchase Options
5 days a week in office
Options trading, futures & stock trading brokerage
Be an early applicant
Options trading, futures & stock trading brokerage
201-500 employees
Be an early applicant
$60-65k
+ Performance Bonuses + Stock Purchase Options
5 days a week in office
201-500 employees
Company mission
To help traders succeed through sophisticated technology, favorable pricing and exceptional customer service.
Role
Who you are
- Minimum 1-2 years of experience in a customer service call center environment
- Proven track record of exceeding customer service goals in a high-pressure environment
- Some knowledge and/or strong interest in financial markets and derivatives trading products
- Exceptional communication and interpersonal skills, with a focus on active listening and building rapport
- Strong problem-solving and critical thinking abilities
- Ability to work effectively under pressure and manage multiple tasks simultaneously
- Passion for exceeding expectations and delivering white-glove service to all tastytrade customers
- Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite preferred
- A positive and enthusiastic attitude
- Licensing Timeline: Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date
- 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!
What the job involves
- In the Concierge Agent role, you'll be the dedicated point of contact for our new and existing customers, providing personalized support and ensuring a seamless experience
- In this dynamic role, you'll educate new and existing customers on tastytrade’s suite of account types, funding, and product offerings and guide them to ensure a world-class experience
- Deliver exceptional customer service, prioritizing client needs and exceeding expectations
- Build rapport and establish trust with new and existing customers
- Proactively identify customer needs and recommend solutions
- Handle complex account opening, funding, and account access inquiries and troubleshoot issues with a white-glove approach
- Act as a product and service expert, possessing in-depth knowledge of our offerings
- Utilize a consultative approach to guide clients through the customer journey
- Develop and maintain strong relationships with internal departments to ensure seamless resolution
- Document interactions thoroughly and accurately
- Actively seek feedback and strive for continuous improvement in the customer experience
- Contribute to a positive and collaborative team environment
Our take
With the aim of "making investing fun”, Unicorn-verified tastytrade has amassed a following in the hundreds of thousands, delivering technology and support for "do-it-yourself" investors.
Founded in 2011, the company supplies not only a trading platform but trading education resources as well. It has launched dozens of podcasts and online video channels focusing on investment strategies and trading, as well as learning courses for those looking to get their start in the space.
Acquired by IG Group, a global player in trading, in 2021, tastytrade has since employed this added strength to scale up its business and expand into international markets. This increasing visibility - at a time when markets are especially unpredictable and its platform an invaluable asset - has enabled tastytrade to continue its upward momentum, reporting record demand in 2025. This strong performance highlights the growing importance of its platform in an ever-evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
23% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jun 2018
$20m
SERIES C
Jun 2013
$7m
EARLY VC
Total funding: $47m
Company benefits
- 3 Medical Plans Choice
- Dental & Vision Benefits
- Generous Paid Time Off
- Paid Holidays - All Market Holidays Off
- 401(k) with Company Match
- Generous Parental Leave
- Disability Leave & Disability Insurance
- Commuter Benefits
- Pet Insurance
- Wellness & Mental Health Programs
- Performance Bonuses
- Subsidized Engineering Training Program
- Stock Purchase Options
- Gym Membership Reimbursement
- Charitable Donation Matching
- Healthcare FSA
- Two Paid Volunteer Days Off
- Daily Catered Lunch
- Fully-stocked Kitchen with Snacks and Drinks
- Onsite Gym
- Casual Dress
- Sustainable Work Day
- CTA stop a block away, Shuttle to/from Metra
- Shared rooftop with greenery overlooking the city
- West Loop Location - Chicago's Tech Center
Company HQ
Fulton Market, Chicago, IL
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