Concierge Agent
tastylive(1 month ago)
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.
Required Skills
- Customer Service
- Rapport Building
- Needs Identification
- Account Support
- Product Expertise
- Consultative Guidance
- Collaboration
- Documentation
- Continuous Improvement
- Problem Solving
+4 more
Qualifications
- SIE
- Series 7
- Series 63
- Series 3
About tastylive
tastytrade.comtastytrade 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.
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