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Concierge Agent

Tastytrade
CompanyTastytrade
CategoryHospitality
LocationChicago
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted1 Jul 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Company Name: tastytrade   Role: Concierge Agent   Location: Chicago, IL – In-Person In the Concierge Agent role, you'll be the dedicated point of contact for our new and existing customers, providing personalized support and ensuring a seamless experience. In this dynamic role, you'll educate new and existing customers on tastytrade’s suite of account types, funding, and product offerings and guide them to ensure a world-class experience.    What You'll Do:   Deliver exceptional customer service, prioritizing client needs and exceeding expectations    Build rapport and establish trust with new and existing customers    Proactively identify customer needs and recommend solutions    Handle complex account opening, funding, and account access inquiries and troubleshoot issues with a white-glove approach    Act as a product and service expert, possessing in-depth knowledge of our offerings    Utilize a consultative approach to guide clients through the customer journey    Develop and maintain strong relationships with internal departments to ensure seamless resolution    Document interactions thoroughly and accurately    Actively seek feedback and strive for continuous improvement in the customer experience    Contribute to a positive and collaborative team environment    Who You Are:   Comfortable commuting to the office 5 days/week   Minimum 1-2 years of experience in a customer service call center environment   Proven track record of exceeding customer service goals in a high-pressure environment    Some knowledge and/or strong interest in financial markets and derivatives trading products    Exceptional communication and interpersonal skills, with a focus on active listening and building rapport    Strong problem-solving and critical thinking abilities    Ability to work effectively under pressure and manage multiple tasks simultaneously     Passion for exceeding expectations and delivering white-glove service to all tastytrade customers     Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite preferred     A positive and enthusiastic attitude     Company Perks/Benefits:   Performance Bonuses   Stock Purchase Options   401k Plan   Medical/Dental/Vision Benefits   Continued Education Support   20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)   10 Paid Sick Days   Gym Membership Reimbursement   Commuter Benefits   Pet Insurance   Wellness & Mental Health Programs   Charitable Donation Matching   Two Paid Volunteer Days Off   Daily catered lunch when in the office   Full kitchen with snacks and beverages   In-building gym   Shuttle to/from Metra   Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars Salary Range: $60,000 (with an increase to $65,000 if all required licenses are passed within the agreed timeframe) The actual salary offered will be based on the candidate's level of experience and qualifications.   Discretionary performance bonus: 5-10% of base salary based on individual and company performance     Licensing Timeline : Candidates are expected to obtain the SIE, Series 7, Series 63, and Series 3 licenses within 120 days of their start date   About IGNA  + tasty     IG North America is home to tastyt rade,  tas ty live
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Concierge Agent — Tastytrade · Job Opportunities API