Company: tastytrade
Role: Concierge Agent 24/7 Coverage
Location: Chicago, IL – Initially on-site; hybrid/remote based on performance and experience
Reports to: Trade Desk Team Manager
Licensure Required: None required to apply, but a huge plus — FINRA SIE, Series 7, 63, and 3 sponsorship provided for qualified candidates
Markets don't sleep, and neither does great service. As our Concierge Agent for weekend and overnight coverage, you'll be the friendly, steady presence our customers count on when they need us most — nights, weekends, and everything in between. This role brings together the warmth of our Concierge team and the market savvy of our Trade Desk, making it a genuine launchpad into a licensed trading career.
No license needed to get started — we'll sponsor your FINRA SIE, Series 7, 63, and 3 as part of your onboarding. While you work toward those credentials, you'll focus on delivering outstanding customer support, leaning on our on-call senior staff for anything that requires a license.
What You'll Do
Customer Support
- 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
Funding & Operations
- Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking
- Handle overnight withdrawal requests and margin-deficit escalations
Trading Support & Escalation
- Assist with inquiries on futures, futures options, 24-hour stocks, event contracts, and GTH index options
- Handle order entry, trade status, and position questions; escalate execution disputes or complex matters
- Once licensed: independently resolve trade disputes and advise on risk exposure, margin, and position adjustments
Risk Monitoring
- Flag unusual account activity, potential fraud, or overnight risk events (news, earnings, futures moves) for escalation
- Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers
Shift Operations
- Triage urgent issues, produce shift handoff reports, and document incidents
- Coordinate with Accounts, Banking, Tech Support, Compliance/Fraud, and Engineering teams as needed
- Contribute to process improvements
Licensing
- Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months
- Shadow licensed reps and participate in structured training
Who You Are
- 1–3 years customer service experience (financial services a plus, not required)
- Willing to commit to a Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years
- Genuine interest in markets, trading, and derivatives
- Strong communicator — clear, patient, and empathetic across channels, especially under pressure
- Sound judgment on when to escalate vs. handle independently; comfortable with minimal supervision
- Proficient in Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools
- Detail-oriented multitasker who can learn proprietary platforms quickly
- Trustworthy, adaptable, and growth-minded, with a genuine service orientation
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
- Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars
Salary Range: $60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe)
The actual salary offered will be based on the candidate's level of experience and qualifications.
Discretionary performance bonus: 5-10% of base salary based on individual and company performance
About Us:
The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer. In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.
Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.
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
Skills Required
- 1-3 years customer service experience
- Willingness to commit to Wed-Sat or Thu-Sun weekend/overnight schedule for 2+ years
- Proficiency with Salesforce
- Proficiency with Slack, Microsoft Teams, Microsoft Office, and Atlassian tools
- Complete sponsored FINRA licensing (SIE, Series 7, 63, 3) within 3-4 months
- Strong communication, empathy, sound judgment, and ability to work with minimal supervision
- Experience in financial services or familiarity with markets, trading, and derivatives
What the Team is Saying
tastytrade/ tastylive/ tastyfx/ tastycrypto Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Time off is described as generous with market holidays, paid sick time, two paid volunteer days, paid parental leave, and on some pages sabbatical options and a birthday day off. One current posting specifies 20 paid vacation days plus 10 sick days.
-
Healthcare Strength — Employees have multiple medical plan options along with dental and vision, disability and life insurance, and mental‑health/EAP resources. Additional healthcare supports such as a healthcare FSA and pet insurance are noted.
-
Wellbeing & Lifestyle Benefits — Daily catered lunch, stocked kitchens, commuter benefits, and onsite gym access or reimbursement are highlighted across materials. These everyday perks and wellness programs add tangible value alongside core coverage.
tastytrade/ tastylive/ tastyfx/ tastycrypto Insights
What We Do
IG North America is home to tastytrade, tastylive, tastyfx, and tastycrypto—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 global fintech leader with 50+ years of experience. 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. tastycrypto provides self-custody digital wallets for decentralized finance. 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.
Why Work With Us
Success at tastytrade begins and ends with our people. If you’re looking for a collaborative and innovative team, we are the place for you!
Gallery
tastytrade/ tastylive/ tastyfx/ tastycrypto Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We are located in the West Loop of Chicago with most teams working hybrid, though some employees enjoy coming in 5 days a week. We thrive off of our culture, and there is no better way to build that than to be in-person collaborating with peers!
