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Client Relationship Representative

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Tastytrade
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 83900 USD Yearly USD 55000.00 83900.00 YEAR
Job Description & How to Apply Below

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’reupbeat 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 3and Series
34stronglypreferred.

  • Series 3 -Candidates who donothavethe Series3at the time of hiring will be expected to obtain it within six weeks of starting.
  • Series 34 – Candidates who do not have the Series 34at 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
  • 20 Paid Vacation Days (plus an additional paid vacation day 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
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

About IGNA + tasty

IG North America is home to tastytrade, tastylive, and tastyfx—a family of brands built to democratize trading…

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