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About the Role
This role focuses on Tier 1 support within the in-house customer service team, specifically handling complex inquiries related to broker tax, trading, portfolio management, and corporate actions.
Responsibilities
- Answer customer inquiries regarding active trading, portfolio management, and tax questions via phone and email
- Resolve inquiries independently and ensure customer satisfaction
- Coordinate with other departments or escalate complex issues to Tier 2 support
- Identify potential service improvements and contribute proactively to process optimization
- Continuously learn and stay updated on company products
Requirements
- Experience in customer contact roles
- Ideally at least one year of relevant professional experience in banking, fintech, finance, or insurance
- High willingness to learn about financial topics for career changers
- Interest in capital markets, trading, savings plans, security transfers, taxes, and corporate actions
- Strong customer orientation and team spirit
- Conscientious and detail-oriented approach to complex tasks
- Positive, solution-oriented communication style
- Ability to remain calm in stressful situations
- Very good German language skills (minimum C1)
- Good English language skills (minimum B2)
Skills
- Customer support
- Financial services knowledge
- Trading and portfolio management
- Taxation knowledge
- Problem-solving
- Communication
Location
- Munich
- Berlin
Work Type
- Full-time
- Fixed-term (1 year with option to extend)
- Shift model (Mon-Fri, 8:00-20:00)
Experience Level
- Entry-level
- Mid-level
Benefits
- International and diverse team environment
- Modern hardware and tools
- Internal knowledge sharing sessions
- Career development training
- Personal education budget for external events
- Possibility to work abroad
- Attractive compensation package
- Company pension scheme
- 50% subsidy for the Deutschland Ticket
- Free subscription for the PRIME+ Broker
- Discounted Urban Sports Club membership
About the Company
- Leading digital investment and banking platform in Europe
- Founded in 2014
- Over 700 employees across Munich, Berlin, Vienna, Milan, and London
- Offers services including brokerage, digital wealth management, and white-label solutions