Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Exact $65,000.00
Work Schedule
Standard Hours
Benefits
performance bonuses
stock purchase options
401k plan
Medical insurance
Dental Insurance
Vision Insurance
continued education support
paid vacation days
paid sick days
Gym membership reimbursement
Commuter Benefits
Pet insurance
wellness programs
mental health programs
Charitable donation matching
Paid volunteer days
Catered lunch
Full kitchen
In-building gym
shuttle service
Job Description
tastytrade is a dynamic financial services company that empowers individual traders by providing cutting-edge technology, innovative media, and brokerage solutions. Founded in 2011 and growing rapidly, tastytrade operates as part of a larger family that includes tastylive, tasty Software Solutions, tastyfx, and tastycrypto, serving a diverse community of retail traders and investors. Headquartered in the vibrant West Loop neighborhood of Chicago, IL, tastytrade combines the energy of a tech startup with the expertise of seasoned financial professionals to offer a revolutionary trading experience. The company is dedicated to building an inclusive workplace culture and thrives on encouraging collaboration and innovation... Show More
Job Requirements
- 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
Job Qualifications
- 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
Job Duties
- 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
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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