Trade Desk Representative
About the role
The Trade Desk Representative at tastytrade is responsible for providing effective customer service for tastytrade customers through phone calls, chat, and email. Key responsibilities include assisting with complex option order execution, analyzing customer positions, and identifying customer needs.
Responsibilities
- Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs
- Provide friendly, accurate, and efficient support via phone calls
- Aid customers with complex option order execution
- Analyze customer 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
Requirements
- Comfortable commuting to the office 5 days/week
- 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
Who You Are
- Comfortable commuting to the office 5 days/week
- 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
Company Perks + 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
Pay
The salary range for this position is $70,000 - $90,000. The actual salary offered will be based on the candidate's level of experience and qualifications. Discretionary performance bonus: 8-12% of base salary based on individual and company performance.
About IGNA + tasty
IG North America is home to tastytrade, tastylive, tastyfx, and tastycrypto—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof. From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US. tastycrypto provides self-custody digital wallets for decentralized finance.
Location
The office is located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.