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.  

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   

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 
• 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