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Client Relationship Representative

tastytrade · Chicago, IL
Full-timetastyfx - DivisionalFinance & Insurance$128,000–$173,000/yr
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About the Client Relationship Representative role

Client Relationship Representative positions focus on delivering results in their domain. This page aggregates open Client Relationship Representative roles and what employers typically expect.

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. 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 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 tasty live 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…

Salary estimate

$128,000 – $173,000/yr
Provided by the employer.

Skills for this role

GOCommunicationLeadership

Resume tips for Client Relationship Representative applicants

Interview preparation

Prepare concrete STAR-format stories that show Client Relationship Representative outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Client Relationship Representative problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About tastytrade

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