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Scalable Capital, a leading digital investment and banking platform in Europe, is seeking a Client Service Associate to join their Tier 1 support team in Munich, focused on Broker Tax & Trading. You will handle customer inquiries via phone and email regarding active trading, portfolio management, and tax questions. You will work independently to resolve customer requests and escalate to Tier 2 support or other departments as needed. The role involves identifying service improvement opportunities and proactively contributing to continuous enhancement of customer experience.
Key responsibilities include:
- Answering customer inquiries about trading, portfolio management, and tax matters
- Independently processing requests and finding solutions to customer satisfaction
- Coordinating with other departments and escalating complex cases appropriately
- Identifying and supporting service improvement initiatives
- Continuously learning about company products and financial topics
You will work with modern hardware and tools in Scalable Capital's Munich office, with shift patterns Monday-Friday between 8am-8pm. The company offers an international, diverse, and inclusive team environment with opportunities for knowledge sharing, career development training, and an education budget for external events. Additional benefits include 50% subsidy for Deutschland Ticket, free PRIME+ Broker subscription, Urban Sports Club membership, and the possibility to work abroad.
Scalable Capital is a fintech leader with over 1 million customers managing €50+ billion on its platform. Founded in 2014, the company operates across Munich, Berlin, Vienna, Milan, and London with over 700 employees.
REQUIREMENTS:
- Background: Experience in customer-facing roles with ideally at least 1 year of relevant professional experience in banking, fintech, finance, or insurance. Career changers with high learning motivation for financial topics are welcome.
- Interest in capital markets and willingness to develop deep expertise in: Trading & Savings Plans (understanding securities trading and savings plan mechanics); Security Transfers (interest in administrative processing of portfolio transfers); Taxes & Corporate Actions (expertise in German capital gains tax/Abgeltungsteuer, withholding tax/Quellensteuer, and corporate actions processing).
- Work style: Customer orientation and teamwork are priorities. Conscientious and detail-oriented approach to complex inquiries.
- Communication: Positive communication, solution-oriented thinking, composure under stress.
- Language skills: Very good German (minimum C1) and good English (minimum B2) in written and spoken form.
Note: This position is initially fixed-term for one year with option for extension.
