tastylive · 5 days ago
Trade Desk Representative
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yr
2+ years exptastytrade is a company focused on democratizing trading and empowering individual investors. As a Trade Desk Representative, you will provide effective customer service to tastytrade customers by utilizing in-depth knowledge of retail brokerage services, including trading software features and functionality.
FinanceFinancial ServicesPublishingSocial MediaTrading Platform
Responsibilities
Provide friendly, accurate, and efficient support via phone calls
Assist customers with complex option order execution
Analyze customers positions and provide advantages and disadvantages for various strategies
Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner
Qualification
Required
FINRA Series 3, 7, and 63 Certified
Familiar with Regulation T and portfolio margin accounts
Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
Extremely proficient with use of technology
Salesforce, Slack, Teams
Understanding of option execution mechanics and pricing
Knowledge of futures and options on futures
Ability to multitask in a fast-paced environment
At least 2-3 years of experience in a similar role with high call volume
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
tastylive
tastylive is a financial media company that offers trade and finance-related edutainment content for traders and investors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
TCV
2018-06-28Series C· $20M
2013-06-27Series Unknown· $7M
2011-07-06Series Unknown· $20M
Leadership Team
Brittany M.
Executive Assistant To Chief Executive Officer
Recent News
2026-01-06
2025-10-31
Company data provided by crunchbase