Customer Service Associate - Broker Tax & Trading (m/w/d) German Speaking

Customer Service Associate - Broker Tax & Trading (m/w/d) German Speaking

Scalable Capital is a leading digital investment and banking platform with a full banking license, enabling people in Europe to manage their finances independently. 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 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 offerings. With the European Investor Exchange, Scalable Capital offers a stock exchange specifically for private investors. More than one million customers have combined 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 are working on a new generation of financial services.

Start your journey in our customer service!

Our customer service is provided both by external service providers and by our in-house teams. This position focuses on Tier 1 support within our in-house service, with a focus on the Broker Tax & Trading area. This includes complex tasks such as portfolio management, taxes, capital measures, and trading.

Quereinsteiger:Innen welcome! We are convinced that with the right level of motivation and interest, there is an excellent client success associate in you.

Job Description

You answer inquiries from our customers about active trading, portfolio management, and tax issues via phone, email, and chat.

You process inquiries independently and find solutions to the satisfaction of our customers. If necessary, you coordinate with other departments or forward inquiries to our Tier 2 support.

You recognize improvement potentials and support the continuous improvement of our service proactively.

You enjoy working on new topics and further educating yourself about our products.

Qualifications

You have experience in customer contact - we are also happy to consider lateral entrants.

You have at least one year of relevant professional experience in the fields of banking, FinTech, finance, or insurance.

Customer orientation and team capability are your top priorities.

You communicate positively and think solution-oriented.

You have very good German (at least C1) and good (at least B2) English skills in speech and writing.

Additional Information

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 the heart of Munich or Berlin.

Productive work with the latest 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 day 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 flexibly and at a discount work out as part of our team.

Shift model with working hours from Monday to Friday between 8-20h.

If your qualifications better match another position, we would also consider you for that role. We look forward to your application and to welcoming you to our Client Success Team soon. Our company values form the cornerstone of excellent customer service and working together. Tip: To prepare yourself for your cultural interview, read our values (here) in advance.

We look forward to your application!