Trade Desk Representative
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About this role
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 tastytrade, 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 <span data-ccp-props="{"201341983":0,"335559739":0,
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