Trade Desk Representative

What You’ll Do

• Work Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM
• Provide friendly, accurate, and efficient support via phone calls
• Assist customers with complex option order execution
• Analyze customers' positions and provide advantages and disadvantages for various strategies
• Work with customers to identify their needs as self-directed investors and provide solutions in a timely manner

Who You Are / Requirements

• Comfortable commuting to the office 5 days/week
• FINRA Series 3, 7, and 63 Certified
• Familiar with Regulation T and portfolio margin accounts
• Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
• Extremely proficient with use of technology
• Experience with Salesforce, Slack, Teams
• Understanding of option execution mechanics and pricing
• Knowledge of futures and options on futures
• Ability to multitask in a fast-paced environment
• At least 2-3 years of experience in a similar role with high call volume

Nice-to-Haves

• Continued education support is offered

Compensation & Benefits

• Salary Range: $70,000 - $90,000 (based on experience and qualifications)
• Discretionary performance bonus: 8-12% of base salary based on individual and company performance
• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• Medical/Dental/Vision Benefits
• 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