Client Service Manager
About the job
- Completed commercial vocational training, ideally as a bank clerk, or a university degree, plus at least one year of relevant professional experience in banking, fintech, or financial services.
- A sound understanding of the processes behind digital brokerage.
- Experience or knowledge of security transfers, including processing and troubleshooting securities account transfers.
- Experience or knowledge of corporate actions, including dividends, splits, and subscription rights.
- Understanding of trading and savings plans, including order-flow processes and savings-plan mechanics.
- Confident handling of German capital gains tax and withholding-tax topics.
- Strong affinity for capital-market products and digital solutions, with the ability to work conscientiously, in a detail-oriented manner, and with high precision under time pressure.
- Very good German language skills at least at C1 level and good English language skills at least at B2 level, both spoken and written.
- Act as a reliable contact for existing customers and prospective customers by telephone and email.
- Coordinate with other specialist departments on complex questions to find solutions quickly.
- Independently take responsibility for customer satisfaction and customer retention.
- Continuously expand financial expertise through internal training and self-directed learning.
- Use customer feedback to identify opportunities to improve products and internal processes, working closely with Product and Operations.
- Prior experience with security transfers, including processing and troubleshooting securities account transfers.
- Prior experience with corporate actions, including dividends, splits, and subscription rights.
- Prior experience with trading and savings plans, including order-flow processes and savings-plan mechanics.
About the company
Scalable Care is a digital care platform that uses conversational AI and automation to help organizations deliver healthcare at a larger scale. The system automates routine interactions and workflows to boost the capacity of healthcare teams, create additional revenue streams, and improve patient outcomes. It works by integrating AI-driven chats and automated processes into care delivery, enabling tasks such as triage, scheduling, follow-ups, and other frontline duties to be handled more efficiently. What sets it apart from competitors is its explicit focus on scalable workforce enablement and revenue growth through AI-powered automation, rather than just offering a single tool or interface. The goal is to empower organizations to expand their healthcare capacity, increase earnings, and achieve better health results for patients.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
San Francisco, California
Founded
2019
Get referred to Scalable
See people who can refer or advise you
Simplify's Take
What believers are saying
- Scalable raised €155 million on February 5, 2026, extending its runway.
- August and September 2026 launches added AI trading, fixed-term deposits, and a Milan branch.
- Scalable World ETF assets topped €700 million, proving product-led distribution momentum.
What critics are saying
- Revolut, Trade Republic, and bank brokers compress margins on savings and brokerage fees.
- BaFin and ECB supervision intensify compliance costs after the September 2025 banking license.
- If deposit-led growth stalls, Scalable remains a regulated commodity broker, not a category winner.
What makes Scalable unique
- Scalable Capital became a full bank in September 2025, blending brokerage and deposits.
- Its European Investor Exchange launched in December 2024, reducing dependence on external venues.
- Agentic Investing opened to ChatGPT, Claude, and Grok on August 25, 2026.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Relocation Assistance
Professional Development Budget
Commuter Benefits