Company:

tastytrade

Role:
Concierge Agent

Location:
Chicago, IL – In-Person

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.

What You'll Do:

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

Who You Are:

Comfortable commuting to the office 5 days/week
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

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
Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars

Salary Range:

$60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe)

The actual salary offered will be based on the candidate's level of experience and qualifications.

Discretionary performance bonus: 5-10% of base salary based on individual and company performance

Licensing Timeline

: Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date

About IGNA

+tasty

IG North America is home totastyt

rade,

tas

live
,tastyfx

, and

tasty

crypto

—a family of brands built to democratize trading and empower individual investors.Founded in Chicago bythe creato

rs of

think

swim

quired

by London-based IG Group in 2021, we combine startup innovation with the backing of a global fintech leader with 50+ years of experience.

From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produceslive financial educationcontentdaily, and creates technology that makes complex markets accessible.tastytradeisour retail brokerage forself-directed investing and trading,withtasty

live
providingcontent to educate our customers.tastyfxis the fastest-growing forex broker in the US.tastycryptoprovides self-custody digital wallets for decentralized finance.

We'rea lean, collaborative team that values autonomy, pragmatism, and impact. Whetheryou'rebuilding technology, creating content, serving customers, or supporting operations,you'llwork alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users.

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  

*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 ifyou’reexcited about thisrolebut your experiencedoesn'talign perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles! 

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