Client Relationship Representative

Company Name: tastyfx

As a Client Relationship Representative, you will work closely with your team, communicating with them about the financial news, current events, and problems of the day. You’re upbeat and enthusiastic, and you have an open mind and a curious, can-do attitude. You, like us, understand the importance of collaboration and are driven to be the best in what you do. You embody our three core values – to champion the client, deliver at pace and raise the bar. We work in a fast-paced project environment where change is constant. If you’re up for the challenge, you’ll have opportunities to try new things and broaden your skills quickly through exposure to the executive team and new experiences. We are looking for tenacious, curious, eager, open-minded people with a go-getter personality to maintain our leadership positions.

What you’ll do:

• Collaborate with a team to deliver results based on goals created by tastyfx
• Liaison between team and executives to help create synergy for the tastyfx Business
• Assist with developing and directing the tastyfx business
• Execute orders for US clients on FX
• Help clients with inquiries about their positions, trades, statements, issues with their platforms and payments
• Demonstrate impeccable active listening skills on each and every call, listening with the intent to understand, not with the intent to reply.
• Proactively outreach to our new clients to ensure a smooth onboarding and funding journey
• Act as a point of contact for clients and continuously enhancing the client experience, building rapport with customers, and growing positive working relationships
• Assist the team with strategic business ideas and provide useful input accordingly
• Encourage and offer your opinions to enhance business functions, processes, and technology
• In addition, duties also include, inputting trades and checking off the day's trades.

Who you are:

• Self-motivated individual who can deliver measured results
• You have at least 1-2 years of related industry experience
• You have knowledge of financial markets and show daily interest in economic and market events
• Strong customer service and client engagement skills
• Strong communication skills, both written and oral, are vital, especially when liaising with clients
• You are open to being registered and authorized with the NFA to carry out this function
• Spanish Speaking is a plus

Licenses:

• Series 3 strongly preferred
• Series 34 will need to be obtained after hire

Team Perks:

• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• 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
• CTA stop a block away, Shuttle to/from Metra

Our Company:

The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer.

In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.   

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.  

tastytrade | tastylive  | tastyfx
1330 W Fulton Market, Chicago, IL 60607  

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!  

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Last updated on Aug 6, 2024