Concierge Agent, 24/7 Coverage

tastytrade, Inc.; Chicago, Northern (IL, KY); On-site; USD 60,000 - 65,000; 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 when in the office

Full kitchen with snacks and beverages

Shuttle to/from Metra

Office located in the West Loop - orld

tastylive/tastyfx office details

Job summary

tastytrade, Inc. in Chicago is seeking a Concierge Agent for weekend and overnight coverage. You will be the friendly, steady presence customers rely on during nights and weekends, while working toward FINRA licenses sponsorships.

Initially on-site with hybrid/remote options based on performance, you will support customers across phone, chat, and email, learn the platform, and document all interactions in Salesforce as part of a dynamic trading career launchpad.

Qualifications

• 1–3 years customer service experience (financial services a plus)
• Willing to commit to Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years
• Genuine interest in markets, trading, and derivatives
• Strong communicator — clear, patient, and empathetic across channels, especially under pressure
• Proficient in Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools
• Detail-oriented multitasker who can learn proprietary platforms quickly

Responsibilities

• Serve as primary contact via phone, chat, and email during weekend/overnight hours
• Assist with account management (profile updates, beneficiaries, trading levels, access issues) and platform navigation across desktop, web, and mobile
• Educate customers on platform features and order types (no trading advice)
• Document all interactions in Salesforce
• Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking
• Handle overnight withdrawal requests and margin-deficit escalations
• Assist with inquiries on futures, futures options, 24-hour stocks, event contracts, and GTH index options
• Handle order entry, trade status, and position questions; elevate execution disputes or complex matters
• Once licensed: independently resolve trade disputes and discuss hedging/position adjustments with customers
• Flag unusual account activity, potential fraud, or overnight risk events for escalation
• Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers
• Triage urgent issues, produce shift handoff reports, and document incidents
• Coordinate with Accounts, Banking, Tech Support, Compliance/Fraud, and Engineering teams as needed
• Contribute to process improvements
• Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months
• Shadow licensed reps and participate in structured training

Skills

Customer service

Communication

Financial services

Tools

Salesforce

Slack

Teams

Microsoft Office

Atlassian

Job description

Company: tastytrade
Role: Concierge Agent 24/7 Coverage
Location: Chicago, IL – Initially on-site; hybrid/remote based on performance and experience
Reports to: Trade Desk Team Manager
Licensure Required: None required to apply, but a huge plus – FINRA SIE , Series 7, 63, and 3 sponsorship provided for qualified candidates

Markets don't sleep, and neither does great service. As our Concierge Agent for weekend and overnight coverage, you'll be the friendly, steady presence our customers count on when they need us most — nights, weekends, and everything in between. This role brings together the warmth of our Concierge team and the market savvy of our Trade Desk, making it a genuine launchpad into a licensed trading career.

No license needed to get started — we'll sponsor your FINRA SIE, Series 7, 63, and 3 as part of your onboarding. While you work toward those credentials, you'll focus on delivering outstanding customer support, leaning on our on-call senior staff for anything that requires a license.

What You'll Do

Customer Support

• Serve as primary contact via phone, chat, and email during weekend/overnight hours
• Assist with account management (profile updates, beneficiaries, trading levels, access issues) and platform navigation across desktop, web, and mobile
• Educate customers on platform features and order types (no trading advice)
• Document all interactions in Salesforce

Funding & Operations

• Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking
• Handle overnight withdrawal requests and margin-deficit escalations
• Assist with inquiries on futures, futures options, 24-hour stocks, event contracts, and GTH index options
• Handle order entry, trade status, and position questions; elevate execution disputes or complex matters
• Once licensed: independently resolve trade disputes and advise on risk exposure, margin, and position adjustments
• Flag unusual account activity, potential fraud, or overnight risk events (news, earnings, futures moves) for escalation
• Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers

Shift Operations

• Triage urgent issues, produce shift handoff reports, and document incidents
• Coordinate with Accounts, Banking, Tech Support, Compliance/Fraud, and Engineering teams as needed
• Contribute to process improvements

Licensing

• Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months
• Shadow licensed reps and participate in structured training

Who You Are

• 1–3 years customer service experience (financial services a plus, not required)
• Willing to commit to a Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years
• Genuine interest in markets, trading, and derivatives
• Strong communicator — clear, patient, and empathetic across channels, especially under pressure
• Sound judgment on when to elevate vs. handle independently; comfortable with minimal supervision
• Proficient in Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools
• Detail-oriented multitasker who can learn proprietary platforms quickly
• Trustworthy, adaptable, and growth-minded, with a genuine service orientation

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

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

About Us:

The tasty house of brands empowers individual traders differently. tasty live, 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 | tasty live | tastyfx
1330 W Fulton Market, Chicago, IL 60607