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tastytradetastytradeChicago, IL

Client Relationship Representative

Supports US foreign exchange clients by executing orders, resolving account and platform inquiries, guiding onboarding and funding, and improving the client experience. The role requires 1–4 years of related industry experience, financial-market knowledge, and strong communication skills.

55k – 84k/yr
On-site1+ YOECustomer Success

About the role

Responsibilities

  • Collaborate with the team to deliver results against tastyfx goals.
  • Liaise between the team and executives to support the RFED business.
  • Assist with developing and directing the RFED business.
  • Execute foreign exchange orders for US clients.
  • Help clients with inquiries about positions, trades, statements, platform issues, and payments.
  • Provide attentive, active listening on every call.
  • Proactively reach out to new clients to support onboarding and funding.
  • Serve as a client point of contact, build rapport, and enhance the client experience.
  • Contribute strategic business ideas and input to improve functions, processes, and technology.
  • Input trades and reconcile the day's trades.

Requirements

  • 1–4 years of related industry experience.
  • Genuine interest in financial markets and daily economic and market events.
  • Strong customer service and client engagement skills.
  • Excellent written and verbal communication skills.
  • Self-motivated and able to deliver measurable results.
  • Willingness to become registered and authorized with the NFA.

Licensure

  • Series 3 and Series 34 strongly preferred.
  • Candidates without Series 3 at hiring must obtain it within six weeks of starting.
  • Candidates without Series 34 at hiring must obtain it within an agreed timeframe.

Skills

financial marketsforeign exchangecustomer serviceclient engagementactive listeningtrade executiontrade reconciliationnfa registrationseries 3series 34

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