Client Relationship Representative

Company: tastyfx
Role: Client Relationship Representative

As a Client Relationship Representative , you will work closely with your team, communicating about financial news, current events, and daily challenges. You’re upbeat and enthusiastic, with an open mind and a curious, can-do attitude. You understand the importance of collaboration and are driven to excel in your role, embodying our core values – championing the client, delivering at pace, and raising the bar.

We operate 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 quickly broaden your skills through exposure to the executive team and new experiences. We seek tenacious, curious, eager, open-minded individuals with a go-getter personality to maintain our leadership position.

We are looking for candidates with a genuine interest in financial markets and a desire to build a career in this dynamic industry.

What you’ll do:

• Collaborate with a team to deliver results based on goals set by tastyfx.
• Liaise between the team and executives to create synergy for the RFED Business.
• Assist in developing and directing the RFED business.
• Execute orders for US clients on FX.
• Help clients with inquiries about their positions, trades, statements, and issues with their platforms and payments.
• Demonstrate impeccable active listening skills on each call, listening with the intent to understand.
• Proactively reach out to new clients to ensure a smooth onboarding and funding journey.
• Act as a point of contact for clients, enhancing their experience, building rapport, and fostering positive working relationships.
• Assist the team with strategic business ideas and provide useful input.
• Encourage and offer opinions to enhance business functions, processes, and technology.
• Input trades and check off the day's trades.

Who you are:

• Self-motivated individual who can deliver measurable results.
• 1-4 years of related industry experience.
• Knowledge of financial markets and a daily interest in economic and market events.
• Strong customer service and client engagement skills.
• Excellent communication skills, both written and oral, especially when liaising with clients.
• Open to being registered and authorized with the NFA to carry out this function.
• Spanish speaking is a plus.

Licensure: Series 3 and Series 34 strongly preferred.

• Series 3: Candidates without the Series 3 at hiring must obtain it within six weeks of starting.
• Series 34: Candidates without the Series 34 at hiring must obtain it within an agreed timeframe with the hiring manager.

Benefits:

• Performance Bonuses
• Stock Purchase Options
• 401k Plan
• 20 Paid Vacation Days (plus an additional paid vacation day in the month of your birthday!)
• 10 Paid Sick Days
• Pet Insurance
• Wellness & Mental Health Programs
• Charitable Donation Matching
• Daily catered lunch when in the office
• Full kitchen with snacks and beverages
• Shuttle to/from Metra
• Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars

Salary Range: $75,000 - $80,000
The actual salary offered will be based on the candidate's level of experience and qualifications.

About Us:

tastyfx is part of a family of brands that empowers individual traders. Founded in 2011, tastylive is an online financial media network, while tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm launched in 2017. In 2021, London-based IG Group acquired tastylive, Inc. (previously tastytrade) to lead business in North America. tastyfx is the fastest-growing forex broker in the US in recent years, aligning with the tasty brand family to offer a more forex-focused experience.

Our dream is simple: we want more people to find success with a better trading experience. We invest heavily in the right people, technology, and media to make that happen in the US and globally.

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.

tastytrade | tasty live | tastyfx
1330 W Fulton Market, Chicago, IL 60607

*Don't meet every single requirement? Studies show that women and people of color are less likely to apply unless they meet all qualifications. Our team is dedicated to building a diverse, inclusive 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!