Trade Desk Representative

📋 Description

• Provide effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge
• Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs.
• Provide friendly, accurate, and efficient support via phone calls.
• Assist customers with complex option order execution and related needs.
• Analyze customers' positions and provide advantages and disadvantages for various strategies.
• Work with customers to identify their needs as self-directed investors and provide timely solutions.

🎯 Requirements

• FINRA Series 3, 7, and 63 Certified.
• Familiar with Regulation T and portfolio margin accounts.
• Strong interpersonal skills and ability to build rapport with customers.
• Extremely proficient with technology; experience with Salesforce, Slack, Teams.
• Understanding of option execution mechanics and pricing; knowledge of futures and options on
• At least 2-3 years of experience in a high-volume customer-support or trading-support role.

🎁 Benefits

• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• Medical/Dental/Vision Benefits
• Continued Education Support
• 20 Paid Vacation Days (plus birthday day)