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

Provide expert support on broker trading and tax questions to enhance customer experience
Berlin
Junior
yesterday
Scalable

Scalable

A European digital investment manager offering automated portfolio management and brokerage services for private investors.

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

Scalable Capital is a leading digital investment platform that empowers people in Europe to manage their finances. With the Scalable Broker, customers can easily and affordably invest in stocks, ETFs, and other market products, and 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. Over one million customers have collectively invested 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 led by 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 by both external service providers and 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 become an excellent Customer Service Associate.

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

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

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

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

This position is initially for one year, with the option to extend.

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 teamwork are important to you.

You communicate positively and think solution-oriented.

You have very good German (at least C1) and good English (at least B2) skills in both 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 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 exercise flexibly and at a discount as part of our team.

Shift model with work hours Monday to Friday between 8 a.m. and 8 p.m.

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Customer Service Associate - Broker Tax & Trading (m/w/d) German Speaking
Berlin
Support
About Scalable
A European digital investment manager offering automated portfolio management and brokerage services for private investors.