Client Service Manager Broker Tax & Trading / Wealth (m/w/d)
Core
2nd-level client service specialist for Tax & Trading topics, resolving complex customer inquiries via phone and email for a digital brokerage and wealth management platform.
Role type
Senior IC client service manager (brokerage & wealth)
Builds
Scalable Capital's digital brokerage and wealth management services for retail and B2B clients
Domain
Fintech / Digital Banking / Wealth Management
Deliverable
client delivery
Required skills
complex problem solving, cross-functional collaboration, customer retention, process improvement, financial product knowledge, German (C1), English (B2)
Preferred skills
banking or FinTech experience, security transfers, corporate actions, trading & savings plans, German tax law (Abgeltungsteuer)
Technologies
digital brokerage platforms, trading systems, tax calculation tools
Responsibilities
act as primary contact for existing customers and prospects, network with other departments to resolve complex issues, independently manage customer satisfaction and retention, continuously expand financial expertise through training, utilize customer feedback to identify product and process improvements
Seniority
Mid-level, hands-on IC