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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 at tastytrade serves as a dedicated point of contact for new and existing customers, providing personalized support and ensuring a seamless, world-class experience. The role supports customer education on account types, funding, and product offerings while representing the company as a product and service expert. Candidates are expected to obtain SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start.

Skills

Qualifications

1-2 Years Customer Service ExperienceSIESeries 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.