Concierge Agent

tastytrade•Chicago, IL

1d•$60,000 - $65,000•Onsite

About The Position

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.

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

Nice To Haves

Proficiency in Salesforce Service Cloud, Slack, and Microsoft Office Suite preferred
A positive and enthusiastic attitude

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 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

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