Concierge Agent, 24/7 Coverage

United States·Chicagomid

ConciergeHospitality & Tourism

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Quick Summary

Key Responsibilities

independently resolve trade disputes and advise on risk exposure, margin, and position adjustments Risk Monitoring Flag unusual account activity, potential fraud, or overnight risk events (news,

Requirements Summary

5-10% of base salary based on individual and company performance About Us: The tasty house of brands empowers individual traders differently. tasty live , founded in 2011,

Technical Tools

ConciergeHospitality & Tourism

Responsibilities

~1 min read

Customer Support

→Serve as primary contact via phone, chat, and email during weekend/overnight hours
→Assist with account management (profile updates, beneficiaries, trading levels, access issues) and platform navigation across desktop, web, and mobile
→Educate customers on platform features and order types (no trading advice)
→Document all interactions in Salesforce

Funding & Operations

→Support ACH/wire transfers, withdrawals, ACATs, and crypto transactions; resolve delays and rejections with Banking
→Handle overnight withdrawal requests and margin-deficit escalations

Trading Support & Escalation

→Assist with inquiries on futures, futures options, 24-hour stocks, event contracts, and GTH index options
→Handle order entry, trade status, and position questions; escalate execution disputes or complex matters
→Once licensed: independently resolve trade disputes and advise on risk exposure, margin, and position adjustments

Risk Monitoring

→Flag unusual account activity, potential fraud, or overnight risk events (news, earnings, futures moves) for escalation
→Once licensed: independently conduct risk callouts and discuss hedging/position adjustments with customers

Shift Operations

→Triage urgent issues, produce shift handoff reports, and document incidents
→Coordinate with Accounts, Banking, Tech Support, Compliance/Fraud, and Engineering teams as needed
→Contribute to process improvements

Licensing

→Complete sponsored FINRA licensing (SIE, 7, 63, 3) within 3–4 months
→Shadow licensed reps and participate in structured training

1–3 years customer service experience (financial services a plus, not required)
Willing to commit to a Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years
Genuine interest in markets, trading, and derivatives
Strong communicator — clear, patient, and empathetic across channels, especially under pressure
Sound judgment on when to escalate vs. handle independently; comfortable with minimal supervision
Proficient in Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools
Detail-oriented multitasker who can learn proprietary platforms quickly
Trustworthy, adaptable, and growth-minded, with a genuine service orientation