Concierge Agent

Company: 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   

Team 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 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 | 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!