Trade Desk Representative

Company: tastytrade Role: Trade Desk Representative - Inbound Phone Representative/Inbound Chat and Email Representative Location: Chicago, IL – In-Person Licensure Required: FINRA Series 3, 7, and 63 Certified  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/

Benefits

   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   Shuttle to/from Metra   Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars  Salary Range: $70,000 - $90,000 The actual salary offered will be based on the candidate's level of experience and qualifications 

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 |tastycrypto1330 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!