Client Service Manager Broker Tax & Trading / Wealth (m/w/d)
Core
2nd-level client service manager for Broker Tax & Trading topics, handling complex customer inquiries via phone and email and collaborating with Product and Operations to resolve issues.
Role type
Senior IC client service manager (brokerage)
Builds
Scalable Capital's digital brokerage and wealth management platform
Domain
Fintech / Digital Banking / Wealth Management
Deliverable
client delivery
Required skills
complex problem solving, cross-functional collaboration, customer retention, process improvement, financial product knowledge, tax regulation expertise, order flow understanding, security transfer handling, corporate actions management, high-precision analytical work
Preferred skills
banking or FinTech experience, digital solutions affinity, time pressure management
Technologies
digital brokerage platforms, tax calculation systems, order management systems
Responsibilities
Serve as primary contact for existing customers and prospects via phone and email; network with other departments to resolve complex questions; independently ensure 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
