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Customer Success Specialist

vor 3 Monaten


Munich, Bayern, Deutschland Scalable Capital Vollzeit

Customer Success Specialist - Broker Tax & Trading (m/w/d)

Full-time Job Experience Level: Early Career Department: Client Success

Company Overview

Scalable Capital is a leading digital investment platform in Europe. With the Scalable Broker, our clients can independently trade stocks, ETFs, funds, and more, while also benefiting from attractive interest rates and securities loans. Founded in 2014, we are now active in several European countries and manage over 20 billion euros. Our team of more than 500 employees is based in various locations.

Join Our Customer Service Team

Our customer service team comprises 1st, 2nd, and 3rd level support. This position is part of the 1st level support and focuses on the area of Broker Tax & Trading, which includes topics such as portfolio management, taxation, corporate actions, and trading.

We firmly believe that employing diverse team members is crucial for the success of our clients and Scalable Capital. Our hiring decisions are based on experience, skills, and commitment. We value creativity in identifying, inventing, and simplifying our service processes.

Job Responsibilities

You will respond to customer inquiries regarding financial topics via phone, email, and chat. You will independently handle inquiries and find solutions that satisfy our clients. If necessary, you will coordinate with other departments or escalate inquiries to our 2nd level support. You will identify areas for improvement and proactively support the continuous enhancement of our services. You enjoy immersing yourself in new topics and further educating yourself about our products.

→ This position is initially limited to two years.

Qualifications

You have experience in customer contact - we also welcome career changers, as we believe that everyone has the potential for excellent customer service. Customer orientation and teamwork are your top priorities. You communicate positively and think solution-oriented. You possess very good German (minimum C1) and good English (minimum B2) language skills, both written and spoken. Experience in the financial sector is a plus.

Additional Information

Attractive compensation package. 30 paid vacation days. Shift model with working hours Monday to Friday between 8 AM and 8 PM. Multi-week, paid training on-site in one of our offices to ensure you are well-prepared for the role. Individual budget for training and development. Free membership for the Prime+ Broker. Productive work with state-of-the-art hardware and tools. We encourage our teams to come together in our modern offices, but we also offer the flexibility of hybrid working.

If your qualifications align better with another position, we are happy to consider you for that as well. We look forward to your application and the possibility of welcoming you to our Client Success Team.

Our company values form the foundation for excellent customer service and collaboration. To best prepare for your cultural interview, please review our values.

We look forward to your application.

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