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Trade Desk Representative

External

Tastytrade · Chicago, IL

$70K–$90K/yrFull-timeOn-site5d ago

LeanLessSalesforce

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Responsibilities

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

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Trade Desk Representative at Tastytrade

Requirements

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
Company Perks + Benefits:
Performance Bonuses
Stock Purchase Options
401k Plan
Medical/Dental/Vision Benefits
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
Salary Range: $70,000 - $90,000
The actual salary offered will be based on the candidate's level of experience and qualifications
Discretionary performance bonus: 8-12% of base salary based on individual and company performance
About IGNA + tasty
Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
tastytrade | tasty live | tastyfx | tastycrypto
1330 W Fulton Market, Chicago, IL 60607

Benefits

Health insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus

Additional Information

Company Name: 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 ta stytrade , 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.

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