Trade Desk Representative

Responsibilities

• Provide friendly, accurate, and efficient support via phone calls.
• Assist customers with complex options order execution.
• Analyze customer positions and explain advantages and disadvantages of various strategies.
• Identify self-directed investors’ needs and provide timely solutions.

Requirements

• FINRA Series 3, 7, and 63 certifications.
• Familiarity with Regulation T and portfolio margin accounts.
• Strong interpersonal skills and effective customer interaction abilities.
• Ability to identify appropriate solutions.
• Extremely proficient with technology.
• Understanding of options execution mechanics and pricing.
• Knowledge of futures and options on futures.
• Ability to multitask in a fast-paced, high-call-volume environment.
• At least 2–3 years of experience in a similar role with high call volume.

Tools

• Salesforce
• Slack
• Microsoft Teams

Compensation and Benefits

• Salary range: $70,000–$90,000.
• Discretionary performance bonus of 8–12% of base salary based on individual and company performance.
• Stock purchase options.
• 401(k) plan.
• Medical, dental, and vision benefits.
• Continued education support.
• 20 paid vacation days, plus an additional paid vacation day during the employee’s birthday month.
• 10 paid sick days.
• Gym membership reimbursement.
• Commuter benefits.
• Pet insurance.
• Wellness and mental health programs.
• Charitable donation matching.
• Two paid volunteer days off.
• Daily catered lunch, snacks, and beverages when in the office.
• In-building gym and shuttle to/from Metra.