tastytrade
Overview
Company:
tastytrade Role:
Concierge Agent Location:
Chicago, IL – In-Person In the Concierge Agent role, you'll be the dedicated point of contact for our new and existing customers, providing personalized support and ensuring a seamless experience. In this dynamic role, you'll educate new and existing customers on tastytrade’s suite of account types, funding, and product offerings and guide them to ensure a world-class experience. What You'll Do
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 Who You Are
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 Salary and Benefits
Salary Range: $60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe). Actual salary offered based on experience and qualifications. Discretionary performance bonus: 5-10% of base salary based on individual and company performance Licensing Timeline: Obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start date Bonuses, stock options, 401k plan Wellness & mental health programs Paid time off: 20 vacation days (plus an additional paid vacation day the month of your birthday) and 10 paid sick days Pet insurance, daily catered lunch when in the office, full kitchen with snacks and beverages Shuttle to/from Metra; office located in the West Loop, Chicago About Us
The tasty house of brands empowers individual traders differently. tasty live, founded in 2011, is an online financial media network; tastytrade (previously tastyworks) is a self-directed retail brokerage firm; tasty Software Solutions and tastyfx provide forex-related services. In 2021, IG Group acquired tastylive, Inc. and aligned with the tasty brand family. Our goal is to empower more people to find success with a better trading experience by investing in people, technology, and media. Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars. Voluntary Self-Identification : We encourage candidates to respond to the voluntary self-identification survey for government reporting purposes. Completion is optional and will not affect hiring decisions. Details are confidential and used solely for compliance with equal employment opportunity laws. EEO Statement: We do not discriminate on the basis of protected status. If you belong to protected veteran categories or have a disability, you may voluntarily indicate that information via the applicable form. This is voluntary information and will be kept confidential.
#J-18808-Ljbffr
Company:
tastytrade Role:
Concierge Agent Location:
Chicago, IL – In-Person In the Concierge Agent role, you'll be the dedicated point of contact for our new and existing customers, providing personalized support and ensuring a seamless experience. In this dynamic role, you'll educate new and existing customers on tastytrade’s suite of account types, funding, and product offerings and guide them to ensure a world-class experience. What You'll Do
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 Who You Are
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 Salary and Benefits
Salary Range: $60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe). Actual salary offered based on experience and qualifications. Discretionary performance bonus: 5-10% of base salary based on individual and company performance Licensing Timeline: Obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start date Bonuses, stock options, 401k plan Wellness & mental health programs Paid time off: 20 vacation days (plus an additional paid vacation day the month of your birthday) and 10 paid sick days Pet insurance, daily catered lunch when in the office, full kitchen with snacks and beverages Shuttle to/from Metra; office located in the West Loop, Chicago About Us
The tasty house of brands empowers individual traders differently. tasty live, founded in 2011, is an online financial media network; tastytrade (previously tastyworks) is a self-directed retail brokerage firm; tasty Software Solutions and tastyfx provide forex-related services. In 2021, IG Group acquired tastylive, Inc. and aligned with the tasty brand family. Our goal is to empower more people to find success with a better trading experience by investing in people, technology, and media. Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars. Voluntary Self-Identification : We encourage candidates to respond to the voluntary self-identification survey for government reporting purposes. Completion is optional and will not affect hiring decisions. Details are confidential and used solely for compliance with equal employment opportunity laws. EEO Statement: We do not discriminate on the basis of protected status. If you belong to protected veteran categories or have a disability, you may voluntarily indicate that information via the applicable form. This is voluntary information and will be kept confidential.
#J-18808-Ljbffr