Company Name: tastytrade
Role: Concierge Agent
Location: Chicago, IL – In-Person
In the Concierge Agent role, you'll be the dedicated point of contact for our new and existing customers, providing personalized support and ensuring a seamless experience. In this dynamic role, you'll educate new and existing customers on tastytrade’s suite of account types, funding, and product offerings and guide them to ensure a world-class experience.
What You'll Do:
- Deliver exceptional customer service, prioritizing client needs and exceeding expectations
- Build rapport and establish trust with new and existing customers
- Proactively identify customer needs and recommend solutions
- Handle complex account opening, funding, and account access inquiries and troubleshoot issues with a white-glove approach
- Act as a product and service expert, possessing in-depth knowledge of our offerings
- Utilize a consultative approach to guide clients through the customer journey
- Develop and maintain strong relationships with internal departments to ensure seamless resolution
- Document interactions thoroughly and accurately
- Actively seek feedback and strive for continuous improvement in the customer experience
- Contribute to a positive and collaborative team environment
Who You Are:
- Comfortable commuting to the office 5 days/week
- Minimum 1-2 years of experience in a customer service call center environment
- Proven track record of exceeding customer service goals in a high-pressure environment
- Some knowledge and/or strong interest in financial markets and derivatives trading products
- Exceptional communication and interpersonal skills, with a focus on active listening and building rapport
- Strong problem-solving and critical thinking abilities
- Ability to work effectively under pressure and manage multiple tasks simultaneously
- Passion for exceeding expectations and delivering white-glove service to all tastytrade customers
- Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite preferred
- A positive and enthusiastic attitude
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
Licensing Timeline: Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date
About IGNA + tasty
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.
Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
tastytrade | tastylive | tastyfx | tastycrypto
1330 W Fulton Market, Chicago, IL 60607
*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!
Skills Required
- Commuting to the office 5 days/week
- Minimum 1-2 years experience in a customer service call center environment
- Proven track record of exceeding customer service goals in a high-pressure environment
- Some knowledge and/or strong interest in financial markets and derivatives trading products
- Exceptional communication and interpersonal skills, including active listening and rapport building
- Strong problem-solving and critical thinking abilities
- Ability to work effectively under pressure and manage multiple tasks simultaneously
- Passion for exceeding expectations and delivering white-glove service
- Obtain SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start date
- Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite
- Positive and enthusiastic attitude
What the Team is Saying
tastytrade/ tastylive/ tastyfx/ tastycrypto Compensation & Benefits Highlights
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Healthcare Strength — Multiple medical plan options plus dental/vision, disability coverage, a healthcare FSA, and wellness/mental‑health programs are explicitly offered. This breadth points to robust core healthcare support across the organization.
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Leave & Time Off Breadth — “Generous” PTO, paid company holidays aligned to all U.S. market holidays, and two paid volunteer days are highlighted. Together these indicate wide‑ranging paid time options beyond standard vacation alone.
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Retirement Support — A 401(k) with company match is included alongside core benefits. This signals meaningful support for long‑term savings as part of total rewards.
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!
