Customer Success Associate - Wealth (m/w/d)

About Scalable Capital

Scalable Capital is a leading digital investment and banking platform with a full banking license, enabling people in Europe to manage their finances themselves. With the Scalable Broker, customers can invest cheaply, easily, and professionally in stocks, ETFs, cryptocurrencies, and derivatives, and set up savings plans. The digital asset management service Scalable Wealth offers professional investment in ETF portfolios, which is also used by banks and other B2B partners as a white-label solution. Attractive interest rates, loans, and private equity round off the offering. With the European Investor Exchange, Scalable Capital offers a stock exchange specifically for private investors. Over one million customers have already invested more than 30 billion euros on the platform.

Scalable Capital was founded in 2014 and today employs over 700 people in Munich, Berlin, Vienna, Milan, and London. Together with the founder and management team around Erik Podzuweit and Florian Prucker, they are working on a new generation of financial services.

Visit our finance blog or check out our social media channels to hear what our expert teams have to say.

Our company values guide us every day in our work and collaboration. To learn more about them, find our values here (English).

For our Client Success team, we are looking for qualified support: You are the central point of contact for existing customers and prospects and professionally support them on topics related to our asset management and general account management.

Job Description

• You are a reliable point of contact for our existing customers and interested parties for our services and support them professionally by phone, email, or chat.
• For complex issues, you coordinate with the relevant specialist departments and partners to ensure solution-oriented support is provided promptly. If necessary, you forward inquiries to our Tier 2 Support.
• You take responsibility for ensuring customer satisfaction and actively strengthen customer loyalty.
• You continuously expand your expertise in the financial sector through internal training and initiative.
• You use customer feedback to identify potential improvements in our product and internal processes, working closely with the Product, Capital Markets, and Operations teams.

Qualifications

• You have experience in customer contact and ideally already have practical experience in a comparable role.
• You have an affinity for capital market products and digital solutions.
• You convince with your friendly and solution-oriented way of working.
• You can work conscientiously and detail-oriented even under time pressure.
• You have very good German skills (C1) and good English skills, both written and spoken.
• This position is initially limited to 1 year.

Additional Information

• Become part of one of the fastest-growing and most visible fintech startups in Europe and create an innovative service that has a significant impact on our customers' lives.
• Scalable Capital offers varied work across all channels, where our customers are always the focus, as well as the opportunity to collaborate with an international, diverse, inclusive, and growing team that loves developing the best products for our customers.
• Work in our central office in the heart of Munich or Berlin.
• Productive work with state-of-the-art hardware and tools.
• Internal knowledge sharing sessions beyond your team's boundaries, as well as internal career development training and a personal education budget for external events.
• Possibility to work abroad.
• Benefit from an attractive compensation package and company pension plan.
• Monthly contribution of 50% to the 'Deutschland Ticket'.
• Free subscription for the PRIME+ Broker.
• With Urban Sports Club, you can exercise flexibly and at a discount as part of our team.