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 Customer 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, problem-solving, cross-functional collaboration
Preferred skills
banking or FinTech experience, interest in capital markets, self-driven learning
Technologies
internal support tools, communication channels (phone/email)
Responsibilities
Answer customer inquiries via phone and email regarding trading, portfolio management, and taxes; independently resolve issues or escalate to Tier 2 support; identify service improvement opportunities; continuously learn about products and market topics.
Seniority
Entry-level to Junior, open to career switchers
