Client Service Associate - Broker Tax & Trading / Wealth (m/w/d)
Core
Handle customer inquiries via phone and email 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 digital investment and banking platform (Broker & Wealth services)
Domain
Fintech / Digital Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer contact experience, knowledge of capital markets, understanding of securities trading and savings plans, knowledge of security transfers, expertise in German capital gains tax and withholding tax, ability to escalate to Tier 2 support
Preferred skills
Experience in banking, FinTech, finance, or insurance, interest in corporate actions
Technologies
None stated
Responsibilities
Answer customer inquiries about trading, portfolio management, and taxes; resolve issues independently or escalate to Tier 2; identify service improvement opportunities; learn new topics and products
Seniority
Entry-level / Junior
