Concierge Agent
tastylive(1 month ago)
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.
Required Skills
- Customer Service
- Rapport Building
- Needs Assessment
- Account Troubleshooting
- Product Expertise
- Consultative Guidance
- Relationship Management
- Documentation
- Continuous Improvement
- Teamwork
+3 more
Qualifications
- 1-2 Years Customer Service Experience
- 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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