tastylive

Concierge Agent

tastylive

2 months ago
Chicago, Illinois
Onsite
Full Time
Junior
1 applicant
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About this role

The Concierge Agent is the dedicated point of contact for new and existing tastytrade customers, providing personalized, white-glove support and guidance. The role educates customers on account types, funding, and product offerings while representing the company’s retail brokerage brands. This position is based in Chicago and supports a high-touch client experience to ensure customer satisfaction and successful onboarding.

Skills

Qualifications

SIESeries 7Series 63Series 3
tastylive

About tastylive

tastytrade.com

tastytrade is an online brokerage and financial media company that offers trading accounts for options, stocks, and futures. It pairs execution and trading tools with market education and live programming—rooted in the tastylive content network—to help active traders learn strategies and manage risk. The platform emphasizes options-focused tools, research, competitive pricing, and a trading-first experience aimed at retail and active DIY traders.

About tastylive

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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