Concierge Agent, 247 Coverage

Company: tastytrade
Role: Concierge Agent 24/7 Coverage
Location: Chicago IL Initially on-site; hybrid/remote based on performance and experience
Reports to: Trade Desk Team Manager
Licensure Required: None required to apply but a huge plus FINRA SIE Series 7 63 and 3 sponsorship provided for qualified candidates

Markets dont sleep and neither does great service. As our Concierge Agent for weekend and overnight coverage youll be the friendly steady presence our customers count on when they need us most nights weekends and everything in between. This role brings together the warmth of our Concierge team and the market savvy of our Trade Desk making it a genuine launchpad into a licensed trading career.

No license needed to get started well sponsor your FINRA SIE Series 7 63 and 3 as part of your onboarding. While you work toward those credentials youll focus on delivering outstanding customer support leaning on our on-call senior staff for anything that requires a license.

What Youll Do

Customer Support

• Serve as primary contact via phone chat and email during weekend/overnight hours
• Assist with account management (profile updates beneficiaries trading levels access issues) and platform navigation across desktop web and mobile
• Educate customers on platform features and order types (no trading advice)
• Document all interactions in Salesforce

Funding & Operations

• Support ACH/wire transfers withdrawals ACATs and crypto transactions; resolve delays and rejections with Banking
• Handle overnight withdrawal requests and margin-deficit escalations

Trading Support & Escalation

• Assist with inquiries on futures futures options 24-hour stocks event contracts and GTH index options
• Handle order entry trade status and position questions; escalate execution disputes or complex matters
• Once licensed: independently resolve trade disputes and advise on risk exposure margin and position adjustments

Risk Monitoring

• Flag unusual account activity potential fraud or overnight risk events (news earnings futures moves) for escalation
• Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers

Shift Operations

• Triage urgent issues produce shift handoff reports and document incidents
• Coordinate with Accounts Banking Tech Support Compliance/Fraud and Engineering teams as needed
• Contribute to process improvements

Licensing

• Complete sponsored FINRA licensing (SIE 7 63 3) within 34 months
• Shadow licensed reps and participate in structured training

Who You Are

• 13 years customer service experience (financial services a plus not required)
• Willing to commit to a WedSat or ThuSun weekend/overnight schedule for 2 years
• Genuine interest in markets trading and derivatives
• Strong communicator clear patient and empathetic across channels especially under pressure
• Sound judgment on when to escalate vs. handle independently; comfortable with minimal supervision
• Proficient in Salesforce Slack Teams Microsoft Office and Atlassian tools
• Detail-oriented multitasker who can learn proprietary platforms quickly
• Trustworthy adaptable and growth-minded with a genuine service orientation

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 - Chicagos growing center of tech great cuisine and high-end bars

Salary Range: $60000 (with an increase to $65000 if all required licenses are passed within the agreed timeframe)
The actual salary offered will be based on the candidates level of experience and qualifications.

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

About Us:

The tasty house of brands empowers individual traders differently. tastylive founded in 2011 is an online financial media network tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017 tasty Software Solutions and tastyfx is a registered Forex 2021 London-based IG Group acquired tastylive Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers but also a passion for disrupting the entire trading industry.

Our dream is simple: we want more people to find more success with a better trading experience. Thats why were investing heavily in the right people technology and media to make that happen in the US and across the globe.

Location:Our office is in the West Loop - Chicagos growing center of tech great cuisine and high-end bars.

tastytrade tastylive tastyfx
1330 W Fulton Market Chicago IL 60607