tastylive

Concierge Agent

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Salary
Rate:
Exact $65,000.00
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Work Schedule

Standard Hours
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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
snacks
In-building gym
shuttle service

Job Description

IG North America is the parent company of a family of innovative brands including tastytrade, tastylive, tastyfx, and tastycrypto. Founded by the creators of thinkorswim and acquired by the global fintech leader IG Group in 2021, IG North America combines the agility and innovation of a startup with more than 50 years of financial industry expertise. Headquartered in Chicago's vibrant Fulton Market district—a hub known for its technology scene, exceptional dining, and upscale nightlife—the company fosters a collaborative environment where autonomy, pragmatism, and impact are highly valued.

The tastytrade brand is recognized for revolutionizing retail brokerage by offering self-directe... 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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