Scalable Capital Bank
Client Service Associate - Broker Tax & Trading, Wealth
Full-Time
No salary listed
Junior, Mid
Munich, Germany
In Person
Work from the central office in Munich or Berlin; the ATS location is Munich.
About the job
Requirements
- Experience in customer contact and ideally at least one year of relevant professional experience in banking, fintech, finance, or insurance; motivated career changers with strong willingness to learn financial topics are also considered.
- Understanding of the fundamentals of securities trading and savings plans, or willingness to learn them.
- Interest in the administrative processing of securities transfers.
- Interest in German capital gains tax, withholding tax, and the processing of corporate actions.
- Customer orientation, teamwork, conscientious work, and attention to detail when handling complex inquiries.
- Very good German language skills at least at C1 level and good English language skills at least at B2 level, spoken and written.
Responsibilities
- Answer customer inquiries about active trading, portfolio management, and tax matters by telephone and email.
- Independently process inquiries and find satisfactory solutions for customers.
- Coordinate with other specialist departments when needed or escalate inquiries to Tier 2 Support.
- Identify opportunities for improvement and proactively support continuous service improvement.
- Learn new topics and continue developing knowledge of the company's products.
Desired Qualifications
- Relevant professional experience in banking, fintech, finance, or insurance, ideally of at least one year.