Client Service Manager Broker Tax & Trading / Wealth (m/w/d)
Core
2nd-level client service specialist for Broker Tax & Trading topics, handling complex customer inquiries via phone and email.
Role type
Senior IC client service manager (brokerage)
Builds
Scalable Capital's digital brokerage and wealth management platform
Domain
Fintech / Digital Banking / Investment Services
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, orderflow systems, tax calculation tools
Responsibilities
act as primary contact for existing customers and prospects, resolve complex inquiries by coordinating with other departments, ensure customer satisfaction and retention, identify product and process improvements, collaborate with Product and Operations teams
Seniority
Mid-level, hands-on IC
