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 Y ou’ll D o:
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 Y ou A re:
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
Discretionary Performance Bonus: 5-10% of base salary based on individual and company performance.
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
About IGNA + tasty
IG North America is home to tastytrade, tasty live , 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…