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Concierge Agent at tastytrade - ApplyBlast

Concierge Agent

tastytrade

9 months ago

4.5 on Glassdoor

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

About tastytrade

tastytrade.com

Headquarters

Chicago, Illinois, United States

Company Size

201-500 employees

Founded

2017

View Profile

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.