As a Trade Desk Representative with tastytrade, you will be responsible for providing effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge of all retail brokerage services. This would include trading software features and functionality, account management, and any other questions about the tastytrade platform.
What you'll do:
Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs
Provide friendly, accurate, and efficient support via phone calls
Assist customers with complex option order execution
Analyze customers positions and provide advantages and disadvantages for various strategies
Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner
Who you are:
Comfortable commuting to the office 5 days/week
FINRA Series 3, 7, and 63 Certified
Familiar with Regulation T and portfolio margin accounts
Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
Extremely proficient with use of technology
Salesforce, Slack, Teams
Understanding of option execution mechanics and pricing
Knowledge of futures and options on futures
Ability to multitask in a fast-paced environment
At least 2-3 years of experience in a similar role with high call volume
Team Perks:
Performance Bonuses
Stock Purchase Options
401k Plan
Continued Education Support
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
CTA stop a block away, Shuttle to/from Metra
About Us:
The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer.
In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.
Our dream is simple: we want more people to find more success with a better trading experience. That's why we're investing heavily in the right people, technology, and media to make that happen in the US and across the globe.
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!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Management
Industries
Technology, Information and Internet
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