About this Client Relationship Representative role at tastytrade
Company: tastyfx
Role: Client Relationship Representative
Location: Chicago, IL
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.
We are seeking 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 created by tastyfx
- Liaison between team and executives to help create synergy for the RFED Business
- Assist with developing and directing the RFED 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 1-4 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 open to being registered and authorized with the NFA to carry out this function
Licensure: Series 3 and Series 34 strongly preferred.
- Series 3 - Candidates who do not have the Series 3 at the time of hiring will be expected to obtain it within six weeks of starting.
- Series 34 – Candidates who do not have the Series 34 at the time of hire will be expected to obtain this license within an agreed amount of time to be discussed with the hiring manager.
Salary Range: $55,000-$83,900
Company Perks/Benefits:
- Performance Bonuses
- Stock Purchase Options
- 401k Plan
- Medical/Dental/Vision Benefits
- Continued Education Support
- 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
- Shuttle to/from Metra
- Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars
IG North America is home to tastytrade, tastylive, and tastyfx—a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions – built on scale, trust, and proof.
From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.
We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high – bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty – the future gets built here.
Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
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!
