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

Customer Service Associate - Broker Tax & Trading (German Speaking)

Scalable Capital is a leading digital investment platform and enables people in Europe to manage their finances themselves. With the Scalable Broker, customers can easily and affordably invest professionally in stocks, ETFs, and other exchange products as well as set up savings plans. The digital wealth management Scalable Wealth offers professional investment in ETF portfolios, which is also used by renowned B2B partners as a white-label solution. With the European Investor Exchange (EIX), Scalable Capital offers a stock exchange specifically for private investors. More than one million customers have together more than 27 billion euros on the platform.

Scalable Capital was founded in 2014 and today employs more than 500 staff in Munich, Berlin, Vienna, 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.

Newcomers are welcome! We are convinced that with the right level of motivation and interest, you can also be an excellent client success associate.

You answer customer inquiries about active trading, portfolio management, and tax questions 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 proactively support the continuous improvement of our service.

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

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

You have at least one year of relevant professional experience in 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.

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. You will have the opportunity to work with an international, diverse, inclusive, and growing team that loves developing the best products for our customers.

Work in our central office in the heart of Munich or Berlin.

Work productively 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-provided 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 discounted rate as part of our team.

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

If your qualifications are better suited to 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 foundation for excellent customer service and a great working environment together. Tip: To prepare for your cultural interview, read our values (here).

We look forward to your application!