Weekend Concierge Agent: 24/7 Finance Support & Licensing

Socket.dev; Chicago (IL); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Performance Bonus

Stock Purchase Options

401k Plan

Medical/Dental/Vision Benefits

Continued Education Support

20 Paid Vacation Days

10 Paid Sick Days

Gym Membership Reimbursement

Commuter Benefits

Pet Insurance

Wellness & Mental Health Programs

Charitable Donation Matching

Volunteer Days Off

Catered Lunch

On-site Kitchen

Gym

Job summary

tastytrade in Chicago, IL is seeking a Concierge Agent to cover weekends and overnights, joining the Trade Desk ecosystem for high‑touch service. This on‑site role can shift to hybrid or remote based on performance, with licensing sponsorship and career growth available.

You will be the friendly, knowledgeable voice for customers, handling account updates, platform navigation, and inquiries while documenting interactions in Salesforce.

Qualifications

• 1–3 years customer service experience (financial services a plus, not required)

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

Skills

Customer service

Tools

Salesforce

Slack

Teams

Microsoft Office

Atlassian tools

Job description

tastytrade in Chicago, IL is seeking a Concierge Agent to cover weekends and overnights, joining the Trade Desk ecosystem for high‑touch service. This on‑site role can shift to hybrid or remote based on performance, with licensing sponsorship and career growth available.

You will be the friendly, knowledgeable voice for customers, handling account updates, platform navigation, and inquiries while documenting interactions in Salesforce.