Trade Desk Representative

Tastylive; Chicago (IL); On-site; USD 70,000 - 90,000; 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

Shuttle to/from Metra

Job summary

tastytrade is looking for a Trade Desk Representative to provide excellent customer service. Responsibilities include assisting customers with trading software and option order execution. The role requires strong interpersonal skills and knowledge of brokerage services.

With a competitive salary range of $70,000 - $90,000, the position also offers performance bonuses and multiple company perks such as 20 paid vacation days, stock options, and a shuttle service.

Qualifications

• FINRA Series 3, 7, and 63 Certified.
• At least 2-3 years of experience in a high call volume role.
• Familiar with Regulation T and portfolio margin accounts.

Responsibilities

• Provide friendly, accurate, and efficient support via phone calls.
• Assist customers with complex option order execution.
• Analyze customer positions and provide strategic advice.

Skills

Interpersonal skills

Technology proficiency

Option execution mechanics

Customer service experience

Ability to multitask

Job description

CompanyName: 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 a Trade 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
• 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
• 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

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

Equal Employment Opportunity Statement

As set forth in tastytrade’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.