Concierge Agent, 24/7 Coverage

Company: tastytrade

Role: Concierge Agent 24/7 Coverage

Location: Chicago, IL – Initially on-site; hybrid/remote based on performance and experience

Reports to: Trade Desk Team Manager

Licensure Required: None required to apply, but a huge plus — FINRA SIE, Series 7, 63, and 3 sponsorship provided for qualified candidates

Markets don't sleep, and neither does great service. As our Concierge Agent for weekend and overnight coverage, you'll be the friendly, steady presence our customers count on when they need us most — nights, weekends, and everything in between. This role brings together the warmth of our Concierge team and the market savvy of our Trade Desk, making it a genuine launchpad into a licensed trading career.

No license needed to get started — we'll sponsor your FINRA SIE, Series 7, 63, and 3 as part of your onboarding. While you work toward those credentials, you'll focus on delivering outstanding customer support, leaning on our on-call senior staff for anything that requires a license.

What You'll Do

Customer Support

Serve as primary contact via phone, chat, and email during weekend/overnight hours

Assist with account management (profile updates, beneficiaries, trading levels, access issues) and platform navigation across desktop, web, and mobile

Educate customers on platform features and order types (no trading advice)

Document all interactions in Salesforce

Funding & Operations

Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking

Handle overnight withdrawal requests and margin-deficit escalations

Trading Support & Escalation

Assist with inquiries on futures, futures options, 24-hour stocks, event contracts, and GTH index options

Handle order entry, trade status, and position questions; escalate execution disputes or complex matters

Once licensed: independently resolve trade disputes and advise on risk exposure, margin, and position adjustments

Risk Monitoring

Flag unusual account activity, potential fraud, or overnight risk events (news, earnings, futures moves) for escalation

Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers

Shift Operations

Triage urgent issues, produce shift handoff reports, and document incidents

Coordinate with Accounts, Banking, Tech Support, Compliance/Fraud, and Engineering teams as needed

Contribute to process improvements

Licensing

Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months

Shadow licensed reps and participate in structured training

Who You Are

1–3 years customer service experience (financial services a plus, not required)

Willing to commit to a Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years

Genuine interest in markets, trading, and derivatives

Strong communicator — clear, patient, and empathetic across channels, especially under pressure

Sound judgment on when to escalate vs. handle independently; comfortable with minimal supervision

Proficient in Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools

Detail-oriented multitasker who can learn proprietary platforms quickly

Trustworthy, adaptable, and growth-minded, with a genuine service orientation

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

About Us:

The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer. In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.

tastytrade | tastylive  | tastyfx

1330 W Fulton Market, Chicago, IL 60607