Client Service Associate - Broker Tax & Trading / Wealth (m/w/d)
Core
Tier 1 customer support specialist handling complex inquiries regarding active trading, portfolio management, and tax questions for a digital investment platform.
Role type
Tier 1 Client Service Associate (Broker Tax & Trading)
Builds
Scalable Capital's Broker and Wealth services for retail investors in Europe
Domain
FinTech / Digital Banking / Wealth Management
Deliverable
client delivery
Required skills
customer service, active trading knowledge, portfolio management, tax compliance (Capital Gains/Withholding), security transfers, administrative processing
Preferred skills
banking/FinTech experience, German C1, English B2
Technologies
Scalable Capital platform, PRIME+ Broker
Responsibilities
Answer customer inquiries via phone and email regarding trading, portfolio management, and taxes; resolve issues independently or escalate to Tier 2; identify service improvement opportunities
Seniority
Entry-level / Junior
