Entry Level Salesforce Help Desk Jobs in Cook County, IL

Company: tastytrade
Role: Technical Support Specialist
Location: Chicago, IL - In-Person (5 days/week)
Reports to: Trade Desk Team Lead/Manager
Licensure Required: None

As a Technical Support Specialist with tastytrade, you will be the frontline expert for resolving technical and platform-related issues for our customers. You will assist traders via phone, email, and chat with everything from basic website navigation and software installation to complex troubleshooting of hardware, operating system, and connectivity issues across multiple platforms (desktop, web, mobile). Your role is critical in ensuring customers can access and utilize our trading technology seamlessly, enabling them to focus on their trading strategies rather than technical obstacles. You will serve as the bridge between customers and our Engineering team, documenting bugs, feature requests, and system improvements while providing exceptional technical support.

What You'll Do:

Technical Troubleshooting

• Diagnose and resolve hardware and software issues across Mac, Windows, iOS, Android, and Linux
• Troubleshoot platform access, login problems, two-factor authentication, and connectivity issues
• Resolve network problems, VPN configurations, firewall settings, and ISP conflicts
• Assist with software installation, updates, and version compatibility
• Troubleshoot display issues, multi-monitor setups, data feeds, and order entry system errors

Customer Support

• Provide friendly, professional support via phone, email, and chat
• Guide customers through troubleshooting steps using clear, verbal instructions tailored to their skill level
• Document all interactions thoroughly in Salesforce
• Manage multiple support channels while maintaining high-quality service
• Escalate complex issues to Trade Desk Representatives or Engineering when needed

Platform & User Education

• Assist with platform navigation, customization, and workspace optimization
• Guide users through settings, preferences, and configuration options
• Help customers transition seamlessly between desktop, web, and mobile platforms

Engineering Collaboration

• Create detailed JIRA tickets for bugs, feature requests, and functionality issues
• Document technical issues with reproduction steps, screenshots, and error messages
• Identify patterns in customer issues and communicate systemic problems to Engineering
• Test platform updates in staging environments
• Collaborate with Product Content team to improve help documentation

Who You Are:

Experience

• 1-3 years in customer service, support, help desk, or technical support role
• Experience supporting users across multiple operating systems and devices
• Familiarity with ticketing systems (JIRA, Confluence, Salesforce) preferred
• Financial services or trading platform experience a plus but not required
• Genuine curiosity and drive to learn about financial services

Technical Skills

• Strong proficiency with Mac, Windows, iOS, and Android operating systems
• Understanding of networking concepts (DNS, IP addressing, ports, firewalls, VPNs)
• Knowledge of web browsers (Chrome, Safari, Firefox, Edge) including settings and developer tools
• Familiarity with monitors, cables (HDMI, DisplayPort, USB-C, Lightning), and peripherals
• Ability to read error logs and diagnostic information

Communication & Problem-Solving

• Exceptional verbal and written communication skills
• Ability to explain technical concepts clearly to non-technical users
• Active listening, patience, and empathy with frustrated customers
• Strong analytical and systematic troubleshooting approach
• Detail-oriented with excellent documentation skills
• Adaptable and quick learner

Tools

• Proficient with Salesforce, Microsoft 365, JIRA, and Slack
• Remote support tools for screen sharing
• Fast typing skills (minimum 50 WPM)

Company Perks/Benefits: 

• Performance Bonuses 
• Stock Purchase Options 
• 401k Plan 
• Medical/Dental/Vision Benefits 
• 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 

Salary Range: $55,000-$65,000
The actual salary offered will be based on the candidate's level of experience and qualifications 

Discretionary performance bonus: 5-10% of base salary based on individual and company performance 

About IGNA + tasty  
IG North America is home to tastytrade, tastylive, tastyfx, and tastycrypto-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 global fintech leader with 50+ years of experience.  

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. tastycrypto provides self-custody digital wallets for decentralized finance.  

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.  

Location:Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.       

tastytrade | tastylive | tastyfx | tastycrypto    
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!