Concierge Agent

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 tastytrade, tastylive, 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 global fintech leader with 50+ years of experience.   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 trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US. tastycrypto provides self-custody dig...