Client Relationship Representative

Tastytrade; Chicago (IL); Hybrid; USD 55,000 - 84,000; Full time

Benefits offered by this job

Performance Bonuses

Stock Purchase Options

401k Plan

20 Paid Vacation Days

10 Paid Sick Days

Pet Insurance

Wellness & Mental Health Programs

Charitable Donation Matching

Daily catered lunch

Full kitchen with snacks and beverages

Shuttle to/from Metra

West Loop office location

Job summary

tastyfx in Chicago, IL seeks a Client Relationship Representative to engage with US FX clients, support their inquiries, and collaborate with the RFED team to grow the business.

The role emphasizes client-focused service, communication, and proactive onboarding to ensure a smooth funding journey and strong relationships within a fast-paced trading environment.

Qualifications

• Our candidates have 1–4 years in related industry experience.
• They show interest in financial markets and daily economic events.
• Strong written and oral communication for client liaison.

Responsibilities

• Collaborate with a team to deliver results based on goals.
• Serve as liaison between team and executives to create synergy.
• Assist with developing and directing the RFED business.
• Execute orders for US clients on FX and support inquiries.
• Provide proactive onboarding and client onboarding support.

Skills

Client relationship skills

Financial markets knowledge

Customer service

Communication skills

NFA registration willingness

Job description

Company: tastyfx
Role: Client Relationship Representative
Location: Chicago, IL

As a Client Relationship Representative, you will work closely with your team, communicating with them about the financial news, current events, and problems of the day.You’reupbeat and enthusiastic, and you have an open mind and a curious, can-do attitude. You, like us, understand the importance of collaboration and are driven to be the best in what you do. You embody our three core values – to champion the client, deliver at pace and raise the bar.

We work in a fast-paced project environment where change is constant. If you’re up for the challenge, you’ll have opportunities to try new things and broaden your skills quickly through exposure to the executive team and new experiences. We are looking for tenacious, curious, eager, open-minded people with a go-getter personality to maintain our leadership positions .

We are seeking candidates with a genuine interest in financial markets and a desire to build a career in this dynamic industry.

What Y ou’ll D o:

• Collaborate with a team to deliver results based on goals created by tastyfx
• Liaison between team and executives to help create synergy for the RFED Business
• Assist with developing and directing the RFED business
• Execute orders for US clients on FX
• Help clients with inquiries about their positions, trades, statements, issues with their platforms and payments
• Demonstrate impeccable active listening skills on each and every call, listening with the intent to understand, not with the intent to reply.
• Proactively outreach to our new clients to ensure a smooth onboarding and funding journey
• Act as a point of contact for clients and continuously enhancing the client experience, building rapport with customers, and growing positive working relationships
• Assist the team with strategic business ideas and provide useful input accordingly
• Encourage and offer your opinions to enhance business functions, processes, and technology
• In addition, duties also include inputting trades and checking off the day's trades .

Who Y ou A re:

• Self-motivated individual who can deliver measured results
• You have at least 1-4 years of related industry experience
• You have knowledge of financial markets and show daily interest in economic and market events
• Strong customer service and client engagement skills
• Strong communication skills, both written and oral, are vital, especially when liaising with clients
• You open to being registered and authorized with the NFA to carry out this function

Licensure:

Series 3and Series34stronglypreferred.

• Series 3 -Candidates who donothavethe Series3at the time of hiring will be expected to obtain it within six weeks of starting.
• Series 34 – Candidateswho do not have the Series 34at the time of hire will be expected to obtain this license within an agreed amount of time to be discussed with the hiring manager.

Salary Range: $ 55,000-$83,900

Discretionary Performance Bonus: 5-10% of base salary based on individual and company performance.

Company Perks/Benefits:

• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
• 10 Paid Sick Days
• Pet Insurance
• Wellness & Mental Health Programs
• Charitable Donation Matching
• Daily catered lunch when in the office
• Full kitchen with snacks and beverages
• Shuttle to/from Metra
• Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars

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

About IGNA + tasty

IG North America is home to tastytrade, tastylive, and tastyfx—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.

From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.

We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work 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. The bar is high – bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.

*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!