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

Berlin, Berlin, Germany -

Full Time

Start Date

Immediate

Expiry Date

02 Feb, 26

Salary

0.0

Posted On

04 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Client Success, Financial Markets, Data Analysis, Customer Service, Communication, Team Development, KPI Tracking, Proactive Approach, Problem Solving, Knowledge Sharing, Continuous Improvement, Brokerage Experience, Analytical Mindset, Digital Mindset, Client Satisfaction

Industry

Financial Services

Description

Company Description 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. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The company’s offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an exchange specifically for retail investors. Over one million clients have already entrusted more than €30 billion to the platform. Founded in 2014, Scalable Capital now employs over 700 people across Munich, Berlin, Vienna, Milan, and London. Together with the founding and management team, including 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 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). Job Description 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 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

Responsibilities

Lead and develop a team of Client Success managers for the German and Austrian brokerage markets. Focus on client satisfaction, retention, and performance improvement through data-driven analysis.