Trade Desk Representative

tastytrade; 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

Job summary

tastytrade is seeking a Trade Desk Representative to provide outstanding customer service via phone and chat in Chicago, IL. The ideal candidate will have strong knowledge of retail brokerage services and the ability to multitask in a fast-paced environment.

Responsibilities include assisting customers with option executions, analyzing account strategies, and providing timely solutions. This role requires FINRA Series 3, 7, and 63 certifications and 2-3 years of relevant experience.

tastytrade offers perks such as performance bonuses, 401k plans, and wellness programs, alongside a competitive salary ranging from $70,000 to $90,000.

Qualifications

• 2-3 years of experience in a similar role with high call volume.
• FINRA Series 3, 7, and 63 Certified.
• Strong interpersonal skills with effective customer interactions.

Responsibilities

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

Skills

Customer Service

Technology Proficiency

Interpersonal Skills

Option Execution Mechanics

Multitasking

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 at tastytrade, you will provide effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge of all retail brokerage services. This includes trading software features, 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
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.