Job Application for Trade Desk Representative at tastytrade

tastytrade; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Performance Bonuses

Stock Purchase Options

401k Plan

Medical/Dental/Vision Benefits

Continued Education Support

Paid Vacation Days

Job summary

tastytrade in Chicago, IL is seeking a Trade Desk Representative to provide superior inbound phone, chat, and email support focused on trading software and account management. You will assist self-directed investors, explain option execution mechanics, and analyze positions to offer strategic guidance.

The role requires commuting to the office five days a week, FINRA Series 3/7/63 certification, and 2–3 years in a similar role with high call volume.

Qualifications

• 2-3 years of experience in a similar high-volume role.
• FINRA Series 3, 7, and 63 certification is required.
• Familiarity with Regulation T and portfolio margin accounts.

Responsibilities

• Provide friendly, accurate, efficient support via phone and chat/email.
• Assist customers with complex option order execution.
• Analyze customer positions and explain strategies and risks.

Skills

Customer service

Option trading knowledge

Regulation T knowledge

Futures & futures options

High call volume experience

Interpersonal skills

Tech savvy

Tools

Salesforce

Slack

Teams

Job description

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 aTrade Desk Representative with tastytrade, 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.

What You’ll Do:

• 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

Who You Are:

• 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

IG North America is home to tastytrade, tastylive & 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.

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

\*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!