tastytrade ยท 1 week ago
Concierge Agent
Chicago, Illinois
Full-time
Onsite
Entry Level
$60K/yr - $65K/yr
1+ years exptastytrade is a financial services company that focuses on democratizing trading and empowering individual investors. The Concierge Agent will serve as the primary contact for customers, providing personalized support and educating them on the company's offerings to ensure a seamless experience.
FinanceFinancial ServicesFinTechTrading Platform
Responsibilities
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
Qualification
Required
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
Licensing Timeline: Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date
Preferred
Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite preferred
A positive and enthusiastic attitude
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
Company
tastytrade
Trade options, stock, and futures at one of the premiere brokerage firms in the industry.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-01-21Acquired
2020-01-01Private Equity
Leadership Team
Scott Sheridan
CEO
C
Christopher Ingebrigtsen
Chief Technology Officer
Recent News
2025-11-01
2025-10-31
Investor's Business Daily
2025-10-10
Company data provided by crunchbase