Trade Desk Representative

📋 Description

• Provide friendly, accurate, and efficient support via phone
• Assist customers with complex option order execution
• Analyze customer positions and advise advantages/disadvantages for strategies
• Identify customer needs as self-directed investors and provide solutions
• Utilize trading software features and platform knowledge
• Work with customers to help them succeed on tastytrade platform

🎯 Requirements

• FINRA Series 3, 7, and 63 Certified
• Comfortable commuting to the office 5 days/week
• Familiar with Regulation T and portfolio margin accounts
• Knowledge of futures and options on futures
• Strong interpersonal skills for customer interactions
• 2-3 years of experience in a high-volume call center

🎁 Benefits

• Performance Bonuses
• 401k Plan
• Medical/Dental/Vision Benefits
• Continued Education Support
• 20 Paid Vacation Days + birthday day off
• 10 Paid Sick Days