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

Scalable GmbH; Berlin; Vor Ort; EUR 70.000 - 90.000; Vollzeit

Zusammenfassung

A leading digital investment platform in Berlin seeks a Team Lead for Client Success to oversee the development of the client services team. Responsibilities include setting goals based on client satisfaction, analyzing KPIs, and nurturing team culture. Ideal candidates have solid leadership experience and a strong understanding of financial markets, coupled with excellent communication skills in both German and English. The role offers competitive compensation and a flexible work environment.

Leistungen

Education Budget

Flexible vacation policy

50% contribution for 'Deutschland Jobticket'

Complimentary subscription to PRIME+ Broker

Discounted sports activities with Urban Sports Club

Qualifikationen

• Solid leadership experience in Client Success.
• Strong knowledge of industry KPIs.
• Comfortable working with reports for data-based decisions.

Aufgaben

• Leading and developing the Client Success team for the German and Austrian markets.
• Setting goals focused on client satisfaction and retention.
• Analyzing KPIs and client feedback for performance improvement.

Kenntnisse

Leadership in Customer Service

Understanding of financial markets

Analytical mindset

Excellent communication in German and English

Ausbildung

Bachelor’s or Master’s in Business or Economics

Jobbeschreibung

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

Full‑time

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).

Responsibilities

• 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 decisionsCustomer‑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

Benefits

• 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

Job Location