T
Trade Desk Representative
full-time•Chicago•$70k - $90k
About this role
<p><strong><span data-contrast="auto">Company Name: </span></strong><span data-contrast="auto">tastytrade</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <br></span><strong><span data-contrast="auto">Role: </span></strong><span data-contrast="auto">Trade Desk Representative - Inbound Phone Representative/Inbound Chat and Email Representative</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <br></span><strong><span data-contrast="auto">Location: </span></strong><span data-contrast="auto">Chicago, IL – In-Person</span> <br><strong><span data-contrast="auto">Licensure Required: </span></strong><span data-contrast="auto">FINRA Series 3, 7, and 63 Certified</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto">As </span><span data-contrast="auto">a Trade Desk Representative with ta</span><span data-contrast="auto">stytrade</span><strong><span data-contrast="auto">, </span></strong><span data-contrast="auto">you will be responsible for providing effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge of all retail brokerage services. This would include trading software features and functionality, account management, and any other questions about the tastytrade platform. </span><span data-ccp-props="{"201341983":0,"335559738":240,"335559739":240,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto">What You’ll Do:</span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335559738":240,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li><span data-contrast="auto">Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Provide friendly, accurate, and efficient support via phone calls </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Assist customers with complex option order execution </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Analyze customers positions and provide advantages and disadvantages for various strategies </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Who You Are:</span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335559738":240,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li><span data-contrast="auto">Comfortable commuting to the office 5 days/week </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><strong><span data-contrast="auto">FINRA Series 3, 7, and 63 Certified</span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Familiar with Regulation T and portfolio margin accounts </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Extremely proficient with use of technology </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Salesforce, Slack, Teams </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Understanding of option execution mechanics and pricing </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Knowledge of futures and options on futures </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">Ability to multitask in a fast-paced environment </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li><span data-contrast="auto">At least 2-3 years of experience in a similar role with high call volume</span></li>
</ul>
<p><strong><span data-contrast="none">Company Perks/Benefits:</span></strong><span data-ccp-props="{"335559738":240,"335559739":240}"> </span></p>
<ul>
<li><span data-contrast="none">Performance Bonuses</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Stock Purchase Options</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">401k Plan</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Medical/Dental/Vision Benefits</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Continued Education Support</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">10 Paid Sick Days</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Gym Membership Reimbursement</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Commuter Benefits</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Pet Insurance</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Wellness & Mental Health Programs</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Charitable Donation Matching</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Two Paid Volunteer Days Off</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Daily catered lunch when in the office</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Full kitchen with snacks and beverages</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">In-building gym</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Shuttle to/from Metra</span><span data-ccp-props="{"335559739":0}"> </span></li>
<li><span data-contrast="none">Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars</span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335557856":16777215,"335559738":240,"335559739":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Salary Range:</span></strong><span data-contrast="auto"> $70,000 - $90,000 </span> <br><em><span data-contrast="auto">The actual salary offered will be based on the candidate's level of experience and qualifications</span></em><span data-ccp-props="{"335551550":0,"335551620":0}"> </span></p>
<p><strong><span data-contrast="auto">Discretionary performance bonus:</span></strong><span data-contrast="auto"> 8-12% of</span><span data-contrast="auto"> base salary based on individual and company performance </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="auto">About IGNA + tasty </span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">IG North America is home to tastytrade, tasty</span><em><span data-contrast="auto">live</span></em><span data-contrast="auto">, 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 a global fintech leader with 50+ years of experience. </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">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</span><em><span data-contrast="auto">live</span></em><span data-contrast="auto"> 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. </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">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. </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="auto">Location: </span></strong><span data-contrast="auto">Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="auto">tastytrade | tasty</span></strong><strong><em><span data-contrast="auto">live</span></em></strong><strong><span data-contrast="auto"> | tastyfx | tastycrypto</span></strong> <br><span data-contrast="auto">1330 W Fulton Market, Chicago, IL 60607 </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles! </span></p>
What you'll do
- As a Trade Desk Representative, you will provide effective customer service by utilizing in-depth knowledge of retail brokerage services. This includes assisting customers with trading software, account management, and complex option order execution.
About tastytrade
Here at tastytrade Inc. (previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own. We believe that controlling your own money can be more rewarding than relying on money managers or robo-advisors. Our powerful technology, low pricing, and commitment to world-class support empower you to do it yourself.
Learn more at tastytrade.com
Ready to join tastytrade?
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Frequently Asked Questions
What does tastytrade pay for a Trade Desk Representative?
tastytrade offers a competitive compensation package for the Trade Desk Representative role. The salary range is USD 70k - 90k per year. Apply through Clera to learn more about the full compensation details.
What does a Trade Desk Representative do at tastytrade?
As a Trade Desk Representative at tastytrade, you will: as a Trade Desk Representative, you will provide effective customer service by utilizing in-depth knowledge of retail brokerage services. This includes assisting customers with trading software, account management, and complex option order execution..
Is the Trade Desk Representative position at tastytrade remote?
The Trade Desk Representative position at tastytrade is based in Chicago, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Trade Desk Representative position at tastytrade?
You can apply for the Trade Desk Representative position at tastytradedirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.