Trade Desk Representative

📋 Description

• Provide effective customer service for tastytrade clients.
• Assist with trading software features and account management.
• Handle inbound phone, chat, and email inquiries.
• Explain options, orders, and platform capabilities clearly.

🎯 Requirements

• 2-3 years in a high-volume customer support role
• FINRA Series 3, 7, and 63 certifications
• Familiar with Regulation T and portfolio margin
• Strong interpersonal skills for customer interactions
• Proficient with Salesforce, Slack, Teams
• Knowledge of option order execution and pricing

🎁 Benefits

• Medical, dental, and vision benefits
• 401k retirement plan
• Stock purchase options
• Performance bonuses
• 20 paid vacation days
• Gym membership reimbursement