Team Lead Client Success - Broker Tax and Trading (m/f/x)

Team Lead Client Success - Broker Tax and Trading (m/f/x)

Scalable Capital is a leading digital investment and banking platform with a full banking licence, empowering people across Europe to shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up savings plans. With over one million clients and more than €30 billion under management, we are a rapidly growing fintech.

Our Client Success Team lead role will offer you the opportunity to lead and develop a team of talented and passionate Client Success managers of our German/Austrian brokerage business. Your main responsibility will be:

Job Description

• Building, leading, and strategically developing the Client Success team for the German and Austrian brokerage markets
• Setting clear goals with a strong focus on client satisfaction and long‑term retention
• Analyze and track relevant KPIs and client feedback using a data‑driven approach to develop targeted measures for improving performance and efficiency
• Continuously monitor progress and support team growth by leveraging regular reporting and deriving actionable next steps
• Work closely with Operations and Product teams to optimize processes, prepare the team for new products and features, and ensure outstanding service quality
• Apply in‑depth expertise in brokerage, financial markets, and the Scalable App to efficiently manage resources and address client needs effectively
• Foster a team culture defined by ownership, ambition, knowledge sharing, and continuous improvement
• Effectively communicate the company’s vision and support the implementation of new initiatives and services

Qualifications

• Solid leadership experience in Customer Service or Client Success, with strong knowledge of industry KPIs
• Bachelor’s or Master’s in Business, Economics, or similar is a plus
• Strong understanding of financial markets, especially stocks, ETFs, and funds; ideally with brokerage sector experience and a digital mindset
• Analytical and numbers‑driven mindset, comfortable working with reports and making data‑based decisions
• Customer‑centric, proactive, and motivated to drive team success and serve as a role model
• Strong sense of responsibility, very high ambition, and commitment to continuous improvement and knowledge sharing
• Excellent communication skills in German and English

Additional Information

• Be part of one of the fastest‑growing and most visible Fintech startups in Europe, creating innovative services that have a substantial impact on the lives of our customers
• Work with an international, diverse, inclusive, and ever‑growing team that loves creating the best products for our clients
• Work from our centrally located offices in the heart of Munich or Berlin, nestled in lively neighborhoods filled with vibrant restaurants, cozy cafés, and a wide range of convenient amenities or choose to work remotely within Germany (if eligible for the job)
• Be productive with the latest hardware and tools
• Learn and grow by joining our in‑house knowledge sharing or career development sessions and spending your individual Education Budget
• Learn and experience German culture first hand by joining our free German language classes
• International relocation support is provided if required
• Flexible vacation policy and the opportunity to work from abroad
• Benefit from an attractive compensation package and from the company pension scheme
• Monthly contribution of 50% for the ‘Deutschland Jobticket’
• Say goodbye to order commissions and say hello to your complimentary subscription of Scalable Capital's PRIME+ Broker
• Enjoy flexible and discounted sports activities with Urban Sports Club

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Customer Service

Industries

Banking

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