Client Success Manager - Wealth / B2B2C (m/w/d)

Client Success Manager - Wealth / B2B2C (m/w/d)

Scalable Capital is a leading digital investment and banking platform with full banking license, enabling people in Europe to manage their finances. With the Scalable Broker, customers can invest in stocks, ETFs, cryptocurrencies, and derivatives affordably, easily, and professionally, and set up savings plans. The digital wealth management Scalable Wealth offers professional money management 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 around Erik Podzuweit and Florian Prucker, they work on a new generation of financial services.

For the strengthening of our Client Success team, we are looking for qualified employees who can serve as competent contact persons for our customers on all topics related to capital markets.

In this position, you are responsible for processing customer inquiries about our investment strategies, performance inquiries, and many other concerns related to the portfolio of our Scalable Capital Wealth customers.

You are a reliable contact person for our existing customers as well as for those interested in our services and support them professionally by phone, email, or chat.

For complex concerns, you coordinate with the relevant departments and partners to ensure timely, solution-oriented support.

You are responsible for ensuring the satisfaction of our customers and actively strengthen customer loyalty.

You continuously expand your financial expertise through internal training and self-initiative.

You use customer feedback to identify improvement potentials in our product and internal processes, working closely with the Product, Capital Markets, and Operations teams.

You have a successfully completed bachelor's or master's degree (preferably with a focus on finance) or are close to completing it. Alternatively, you have completed a banking apprenticeship.

You have an affinity for capital market products and digital solutions.

You have relevant professional experience.

You are friendly and solution-oriented in your work.

You can work diligently and detail-oriented even under time pressure.

You have very good German (C1) and good English skills in speaking and writing.

Become part of one of the fastest growing and most visible fintech startups in Europe and create an innovative service that has a significant impact on the lives of our customers.

Scalable Capital offers varied work across all channels, with our customers always at the center, and the opportunity to work with an international, diverse, inclusive, and growing team that loves to develop the best products for our customers.

Work in our central office in Munich or Berlin.

Work productively with state-of-the-art hardware and tools.

Internal knowledge sharing sessions beyond the boundaries of your team, as well as internal career development training and a personal education budget for external events.

Flexible vacation days model and the possibility to work abroad.

Benefit from an attractive compensation package and company pension plan.

Monthly contribution of 50% to the 'Germany Ticket'.

Free subscription to the PRIME+ Broker.

With Urban Sports Club, you can exercise flexibly and at a discount as part of our team.