Client Service Associate - Broker Tax & Trading, Wealth
About the job
- Experience in customer contact; career changers with strong willingness to learn about financial topics are also welcome.
- At least one year of relevant professional experience in banking, fintech, finance, or insurance is preferred.
- Interest in capital markets and willingness to develop in-depth knowledge of trading and savings plans, securities trading, security transfers, German capital gains tax, withholding tax, and corporate actions.
- Customer orientation and ability to work carefully and in detail when handling complex inquiries.
- Very good written and spoken German at least at C1 level.
- Good written and spoken English at least at B2 level.
- Answer customer inquiries by telephone and email concerning active trading, portfolio management, and tax matters.
- Independently process inquiries and find solutions that satisfy customers.
- Coordinate with other specialist departments when necessary and escalate inquiries to Tier 2 Support.
- Identify opportunities for improvement and proactively support the continuous improvement of the service.
- Learn new topics and continue developing knowledge of the company's products.
- At least one year of relevant professional experience in banking, fintech, finance, or insurance.
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
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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.
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Benefits
Relocation Assistance
Professional Development Budget
Commuter Benefits