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Trade Desk Representative

tastytrade
Companytastytrade
CategoryFinance
LocationChicago
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted13 Aug 2026
Last verified13 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Company Name: tastytrade Role: Trade Desk Representative - Inbound Phone Representative/Inbound Chat and Email Representative Location: Chicago, IL – In-Person Licensure Required: FINRA Series 3, 7, and 63 Certified As a Trade Desk Representative with ta stytrade , you will be responsible for providing effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge of all retail brokerage services. This would include trading software features and functionality, account management, and any other questions about the tastytrade platform. What You’ll Do: Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs  Provide friendly, accurate, and efficient support via phone calls Assist customers with complex option order execution Analyze customers positions and provide advantages and disadvantages for various strategies Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner Who You Are: Comfortable commuting to the office 5 days/week FINRA Series 3, 7, and 63 Certified Familiar with Regulation T and portfolio margin accounts Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions Extremely proficient with use of technology Salesforce, Slack, Teams Understanding of option execution mechanics and pricing Knowledge of futures and options on futures Ability to multitask in a fast-paced environment At least 2-3 years of experience in a similar role with high call volume 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 Salary Range: $70,000 - $90,000 The actual salary offered will be based on the candidate's level of experience and qualifications Discretionary performance bonus: 8-12% of base salary based on individual and company performance About IGNA + tasty IG North America is home to tastytrade, tasty live , tastyfx, and tastycrypto—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof. From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and tradi