Provide effective customer service for tastytrade customers by utilizing sharp, in-depth knowledge of all retail brokerage services, including trading software features and functionality, account management, and any other questions about the tastytrade platform.
Requirements
- FINRA Series 3, 7, and 63 Certified
- Familiar with Regulation T and portfolio margin accounts
- Extremely proficient with use of technology
- Salesforce, Slack, Teams
- Understanding of option execution mechanics and pricing
- Knowledge of futures and options on futures
Responsibilities
- 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
Other
- Work schedule: Monday - Friday, 7 AM - 4 PM or 8 AM - 5 PM, depending on staffing needs
- Comfortable commuting to the office 5 days/week
- Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
- Ability to multitask in a fast-paced environment
- At least 2-3 years of experience in a similar role with high call volume
