Concierge Agent, 24/7 Coverage

tastytrade•Chicago, IL

1d•$60,000 - $65,000•Hybrid

About The Position

Concierge Agent, 24/7 Coverage: 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.

Requirements

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

Nice To Haves

FINRA SIE, Series 7, 63, and 3 (licensure provided for qualified candidates)

Responsibilities

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
Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking
Handle overnight withdrawal requests and margin-deficit escalations
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
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
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
Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months
Shadow licensed reps and participate in structured training