Customer Success Associate - Wealth (m/w/d)
Scalable Capital · Munich, Bavaria, Germany
- On site
- Full-time
- €40,000 / year
- Munich, Bavaria, Germany
Job highlights
- Support existing and new wealth management clients.
- Handle customer inquiries via phone, email, chat.
- Collaborate with internal teams on product improvements.
- Expand financial knowledge through training.
- Ensure customer satisfaction and retention.
About the role
About Scalable Capital
Scalable Capital is a leading digital investment and banking platform with a full banking license, empowering people in Europe to manage their finances. With the Scalable Broker, customers can invest affordably, easily, and professionally in stocks, ETFs, cryptocurrencies, and derivatives, and set up savings plans. The digital wealth management service, Scalable Wealth, offers professional investment in ETF portfolios, 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 an exchange specifically for private investors. Over a million customers have already invested more than 30 billion euros on the platform. Founded in 2014, Scalable Capital now employs over 700 people in Munich, Berlin, Vienna, Milan, and London. Together with the founding 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 see 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).Job Role: Customer Success Associate - Wealth
We are looking for qualified support for our Client Success team. You will be the central point of contact for existing customers and interested parties, professionally supporting them with topics related to our wealth management and general account management.Responsibilities
- You are a reliable point of contact for our existing customers and interested parties and support them professionally via 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 escalate inquiries to our Tier 2 Support.
- You are responsible for ensuring customer satisfaction and actively strengthen customer loyalty.
- You continuously expand your financial expertise through internal training and personal 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 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 language skills (C1) and good English language 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 to develop 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.
- Opportunity 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 be active flexibly and at a discount as part of our team.
Key skills/competency
- Customer Success Associate
- Wealth Management
- Customer Support
- Fintech
- Capital Markets
- Digital Solutions
- Client Relationship Management
- Problem-Solving
- Communication Skills
- Financial Services
Skills & topics
- Customer Success
- Associate
- Wealth Management
- Fintech
- Customer Support
- Client Relations
- Financial Services
- Investment Platform
- German
- English
- Customer Service
- Client Success
- Banking Platform
- Digital Solutions
- Capital Markets
How to get hired
- Tailor your resume: Highlight customer service, financial products, and digital solution experience.
- Craft a compelling cover letter: Emphasize your solution-oriented approach and German/English skills.
- Prepare for interviews: Be ready to discuss customer scenarios and your problem-solving abilities.
- Showcase your passion: Demonstrate your interest in fintech and wealth management.
- Network: Connect with Scalable Capital employees on LinkedIn to gain insights.
Technical preparation
Familiarize with wealth management products.,Understand digital banking platforms.,Practice using CRM software.,Review financial market basics.
Behavioral questions
Describe a challenging customer interaction.,How do you handle multiple client needs?,Tell me about a time you improved a process.,How do you stay updated on financial trends?
Frequently asked questions
- What are the primary responsibilities of a Customer Success Associate at Scalable Capital?
- As a Customer Success Associate at Scalable Capital, you will be the main point of contact for existing clients and prospects, providing professional support via phone, email, and chat regarding wealth management and general account inquiries. You will also coordinate with internal teams to resolve complex issues, identify product improvement opportunities, and ensure customer satisfaction and loyalty.
- What qualifications are essential for the Customer Success Associate role at Scalable Capital?
- Essential qualifications include prior experience in customer contact, ideally in a similar role, and an affinity for capital market products and digital solutions. Strong German (C1) and good English language skills are required, along with a friendly, solution-oriented, conscientious, and detail-oriented work style, even under pressure.
- What is the work arrangement for this Customer Success Associate position at Scalable Capital?
- The job description mentions the possibility of working in their central offices in Munich or Berlin, and also notes the 'Opportunity to work abroad'. While not explicitly stated as remote or hybrid, the presence of office locations suggests an on-site or potentially hybrid arrangement depending on the team's structure.
- What kind of career development opportunities are available at Scalable Capital for a Customer Success Associate?
- Scalable Capital offers internal knowledge-sharing sessions, internal career development training, and a personal education budget for external events, fostering continuous learning and growth within the company. Becoming part of a fast-growing fintech startup also provides significant opportunities for career advancement.
- How does Scalable Capital support employee well-being for its Customer Success Associates?
- Scalable Capital supports employee well-being through various benefits, including a 50% contribution to the 'Deutschland Ticket' for public transport, access to Urban Sports Club for fitness, and an attractive compensation package with company pension plan.
- Is the Customer Success Associate role at Scalable Capital a permanent or temporary position?
- The job description explicitly states that 'This position is initially limited to 1 year.' Therefore, it is a fixed-term contract position for an initial period of one year.
- What are the key benefits of working at Scalable Capital as a Customer Success Associate?
- Key benefits include being part of a leading and rapidly growing European fintech startup, working with innovative financial services, collaborating with a diverse international team, enjoying modern work tools, and receiving an attractive compensation package with additional perks like public transport subsidies and fitness club memberships.