Concierge Agent

Company Name: 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.

• 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

• 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

• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
• 10 Paid Sick Days
• Pet Insurance
• Wellness & Mental Health Programs
• Charitable Donation Matching
• Daily catered lunch when in the office
• Full kitchen with snacks and beverages
• Shuttle to/from Metra
• Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high‑end bars

Salary Range: $60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe). The actual salary offered will be based on the candidate's level of experience and qualifications.

Discretionary performance bonus: 5-10% of base salary based on individual and company performance

Licensing Timeline: Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date

IG North America is home to tastytrade, tasty live, tastyfx, and tasty crypto — a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of think or swim, acquired by London‑based IG Group in 2021, we combine startup innovation with the backing of a global fintech leader with 50+ years of experience.

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 tasty live providing content to educate our customers. tastyfx is the fastest‑growing forex broker in the US. tasty crypto provides self‑custody digital wallets for decentralized finance.

We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users.

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high‑end bars.

As set forth in tastylive’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.