Concierge Agent at Tastylive

Chicago, Illinois, United States

Apply Now

Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TradingIndustries

Requirements

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
Expected to obtain SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start date

Responsibilities

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 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

Skills

Customer Service

Call Center

Financial Markets

Derivatives Trading

Account Management

Problem Solving

Active Listening

Interpersonal Communication

Critical Thinking

Tastylive

Financial network for options and futures trading

About Tastylive

tastylive offers a financial network for options and futures trading, featuring live market talk and informative shows hosted by industry experts. The platform utilizes dxFeed Technology to deliver engaging and actionable segments and resources for traders, in partnership with Cboe and CME Group.

19 N Sangamon St, Chicago, IL 60607, USAHeadquarters

2011Year Founded

$1,047MTotal Funding

SERIES_CCompany Stage

Data & Analytics, AI & Machine Learning, Financial ServicesIndustries

51-200Employees