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As a Trade Desk Representative at tastytrade, you will provide effective customer service to clients by assisting with trading software, account management, and option order execution. Your role involves analyzing customer positions and offering solutions as self-directed investors while maintaining strong communication and multitasking in a fast-paced environment.

The CRM Marketing Specialist will develop and implement customer communications and CRM initiatives to enhance engagement, retention, and growth. Responsibilities include working on segmentation strategies, managing email marketing platforms, analyzing performance metrics, and ensuring compliance with legal requirements.