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.
• Work Monday–Friday, 7 AM–4 PM or 8 AM–5 PM, depending on staffing needs.

Requirements

• Work onsite in the Chicago office five days per week.
• FINRA Series 3, 7, and 63 certifications.
• Familiarity with Regulation T and portfolio margin accounts.
• Strong interpersonal skills and effective customer interaction abilities.
• Proficiency with technology and tools including Salesforce, Slack, and Microsoft Teams.
• Understanding of options 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, high-call-volume role.

Compensation & Benefits

• Salary range: $70,000–$90,000 annually, based on experience and qualifications.
• Discretionary performance bonus of 8–12% of base salary based on individual and company performance.
• Performance bonuses and 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 and in-building gym.
• Commuter benefits and shuttle to/from Metra.
• Pet insurance.
• Wellness and mental health programs.
• Charitable donation matching.
• Two paid volunteer days off.
• Daily catered lunch when in the office, with kitchen snacks and beverages.