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
paid sick days
Gym membership reimbursement
Commuter Benefits
Pet insurance
wellness programs
mental health programs
Charitable donation matching
Paid volunteer days
Catered lunch
Kitchen with snacks and beverages
In-building gym
Shuttle to/from Metra
Job Description
Tastytrade is a dynamic financial services company that empowers individual traders by providing innovative trading technology and educational content. Operating under a family of brands including tastylive, tastytrade, tasty Software Solutions, and tastyfx, the company is a recognized leader in retail brokerage and financial media. Since its inception in 2011 with tastylive and the launch of tastytrade in 2017 as a self-directed retail brokerage firm, the brand has shown remarkable growth and innovation. In 2021, the company was acquired by the London-based IG Group to lead business operations in North America, reinforcing its commitment to revolutionizing the trading experience for... Show More
Job Requirements
- Comfortable commuting to the office 5 daysweek
- 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 andor 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 andor 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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