Client Success Manager Broker Tax & Trading (m/w/d) German Speaking

Client Success Manager Broker Tax & Trading (German Speaking)

Scalable Capital is a leading digital investment and banking platform with a full bank license and enables people in Europe to manage their finances independently. With the Scalable Broker, customers can affordably, easily, and professionally invest in stocks, ETFs, cryptocurrencies, and derivatives, and set up savings plans. The digital wealth management Scalable Wealth offers a professional investment in ETF portfolios, which is also used by banks and other B2B partners as a white-label solution. Attractive interest rates, loans, and private equity round out the offer. With the European Investor Exchange, Scalable Capital offers a stock exchange specifically for private investors. More than one million customers have together more than 30 billion euros on the platform. Scalable Capital was founded in 2014 and today employs more than 700 staff in Munich, Berlin, Vienna, Milan, and London. Together with the founder and management team, they work on a new generation of financial services.

Start your journey in our customer service! Currently, our customer service consists of 1st, 2nd, and 3rd-level support, where the complexity of customer inquiries differs by level. This position is assigned to the 2nd-level support. Additionally, our client service is divided into two teams that cover different topics. This position focuses on the Tax & Trading area.

If you apply for this position and we determine that your qualifications are better suited for another position within our customer service, we will consider you for that role as well. We look forward to your application and to welcoming you to our customer service team soon.

This position is offered in Munich and Berlin.

Responsibilities

• You are a reliable contact for both existing customers and interested parties in our services via phone, email, or chat.
• For more complex questions, you connect with other departments to find a quick solution.
• You are responsible for the satisfaction and retention of our customers.
• You continuously expand your financial expertise through internal training and personal interest.
• You use feedback from our customers to identify improvement potentials for our products and internal processes. You work closely with the Product and Operations departments.
• Depending on your interests, previous experience, and financial knowledge, you have the opportunity to work in one of two teams: Scalable Account and Services or Broker Trading and Tax.

→ This position is initially for two years.

Qualifications

• You have a completed education.
• You have at least one year of relevant work experience in the fields of banking, FinTech, finance, or insurance.
• You have an affinity for capital market products and digital solutions.
• You impress with your friendly and solution-oriented approach.
• You can work diligently and detail-oriented under time pressure.
• You have very good German (at least C1) and good English skills in both speaking and writing.

Additional Information

• Attractive compensation package
• Flexible vacation days model and the possibility to work abroad
• Shift model with working hours from Monday to Friday between 8-20h
• Several weeks of paid training on-site in one of our offices in Munich or Berlin, so you are well prepared for the job.
• Individual budget for training and further education
• Free membership for the Prime+ Broker
• Productive work with the latest hardware and tools
• We are happy when our teams come together in our modern offices in Berlin or Munich, but we also offer the flexibility of hybrid work.

If your qualifications are better suited for another position, we will consider you for that role as well. We look forward to your application and to welcoming you to our client success team soon.

Our company values form the foundation for excellent customer service and teamwork. Tip: To prepare yourself for your cultural interview, read our values (here).

We look forward to your application!