CareerPlan

Client Service Associate (m/w/d)

Munich, Bayern, DEFull-time2026-10-16 → 2026-11-10
On-site

Core

Tier 1 Account Service support for a digital investment and banking platform, handling complex tasks like payments, address changes, and account openings via phone and email.

Role type

Tier 1 Client Service Associate (Account Service)

Builds

Scalable Capital's digital investment and banking platform (Scalable Broker, Scalable Wealth, European Investor Exchange)

Domain

Fintech / Digital Banking

Deliverable

client delivery

Required skills

customer contact experience, problem-solving, cross-functional communication, proactive service improvement, self-learning

Preferred skills

none stated

Technologies

none stated

Responsibilities

Answer customer inquiries about the app, deposit management, and payments via phone and email; independently resolve customer requests; escalate to Tier 2 support when needed; identify and support service improvements.

Seniority

Entry-level / Quereinsteiger (career switcher welcome)