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tastytrade Logo tastytrade · Customer Service

Concierge Agent

United States, Chicago Employment contract 60000.00 - 65000.00 USD / Year · Job Posted July 04, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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
  • Comfortable commuting to the office 5 days/week

What we offer

  • 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
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