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 days
paid sick days
Gym membership reimbursement
Commuter Benefits
Pet insurance
wellness programs
mental health programs
Charitable donation matching
Paid volunteer days
Daily Catered Lunch
In-building gym
shuttle service

Job Description

Tastytrade is a dynamic financial media network and self-directed retail brokerage firm headquartered in Chicago, IL. Founded initially as tastylive in 2011, the company has grown into a powerful house of brands including tastytrade (formerly tastyworks), tasty Software Solutions, tastyfx, and tastycrypto. In 2021, the London-based IG Group acquired tastylive, Inc., positioning tastytrade as a leader in the North American market. The firm's focus is on empowering individual traders by offering innovative technology, comprehensive education, and cutting-edge trading products. With a commitment to disrupting the traditional trading industry, tastytrade combines the expertise of institutional brokers with a passion for enhancing... Show More

Job Requirements

  • Comfortable commuting to the office 5 days/week
  • Obtain SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start date
  • 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
  • Strong problem-solving and critical thinking skills
  • Ability to work effectively under pressure and manage multiple tasks simultaneously
  • Passion for delivering white-glove service

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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