Support Specialist
Provide high-touch technical support and drive user adoption for an AI platform serving financial advisors. Requires 2-5 years client-facing experience and strong troubleshooting skills.
Trade Desk Representative
Trade Desk Representative providing inbound phone, chat, and email support for tastytrade's retail brokerage customers. Assist with complex option order execution, analyze positions and strategies, and help self-directed investors with platform and account questions. Requires FINRA Series 3/7/63 licenses and 2-3 years high-volume customer service experience.
70k – 90kChicago, ILCustomer SupportOnsite2+ YOE
About the role
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
Skills
Finra Series 3Finra Series 7Finra Series 63Regulation TPortfolio MarginSalesforceSlackMicrosoft TeamsOptions TradingFuturesOptions On Futures
Similar roles
Customer Support jobsUser Operations Associate
As a User Operations Associate, you will be a key member of the customer success team, helping clients use the product and handling operational tasks. You will conduct live tutorials, analyze user outcomes, and contribute to the product roadmap.
Disputes Specialist
Handle intake, investigation, and resolution of card and ACH disputes while balancing risk and delivering positive customer experiences. Requires 2-5+ years in customer support or investigations, fintech/banking experience, and familiarity with Zendesk.
Product Support Analyst
First-line support analyst for Benchling's biotech R&D platform. Handles customer inquiries, troubleshoots issues, creates knowledge articles, and collaborates with internal teams. Requires life sciences degree and lab experience.