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

AI overview

Lead and develop a talented Client Success team for the German and Austrian brokerage markets, focusing on client satisfaction and team growth through data-driven strategies.

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:

  • 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
  • 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
  • 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 
  • 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

Perks & Benefits Extracted with AI

  • Education Stipend: spending your individual Education Budget
  • Flexible Work Hours: Flexible vacation policy and the opportunity to work from abroad
  • Urban Sports Club discount: Enjoy flexible and discounted sports activities with Urban Sports Club

Scalable Capital is a leading digital investment platform in Europe. Since our foundation in 2014, we pursue the mission to empower everyone to become an investor. With the Scalable Broker, Scalable Wealth, Scalable Crypto and our solutions for B2B partners we offer easy and cost efficient investing for everyone. Today, Scalable Capital is a FinTech unicorn - we have more than 600,000 customers and more than 10 billion Euros on our platform. Visit our finance blog or tune in to our podcast (both in German) to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English).

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