Trade Desk Representative

tastytrade, Inc.; 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 and beverages

Shuttle to/from Metra

Job summary

tastytrade, Inc. is seeking a Trade Desk Representative for inbound phone and chat support in Chicago. You will work closely with self-directed investors, aiding them with complex option orders and providing insightful analysis on their trades.

Requirements include FINRA Series 3, 7, and 63 certifications and at least 2-3 years of relevant experience. The position offers a dynamic work environment with great perks, including performance bonuses and a 401k plan.

Qualifications

• Comfortable commuting to the office 5 days/week.
• Familiar with Regulation T and portfolio margin accounts.
• Understanding of option execution mechanics and pricing.
• Knowledge of futures and options on futures.

Responsibilities

• 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.

Skills

Customer support

Option order execution

Interpersonal skills

Technology proficiency

Multitasking

Education

FINRA Series 3, 7, and 63 Certified

2-3 years of experience in a similar role

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

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

Discretionary Performance Bonus

8-12% of base salary based on individual and company performance

Location

Our office is in the West Loop – Chicago's growing center of tech, great cuisine, and high-end bars.

We encourage applicants who do not meet every requirement to still apply, as a diverse and inclusive workforce is critical to our success.