Customer Support Specialist Financial Services (m/f/d)

You speak fluent German and English, feel comfortable navigating capital markets topics, and enjoy helping customers understand how digital financial products actually work? Join us as a Customer Support Specialist (m/f/d) and become part of a modern, data-driven financial services environment where customer experience, trading mechanics, and tax logic come together. You don’t just answer questions — you bring clarity to complex financial reality. 

Your Benefits

• full-time freelance work from Finland

• structured service hours (Mon–Fri: 08:00–20:00) 

• flexible working setup: remote, hybrid, or office-based

• Mac Mini for your professional workspace

• structured onboarding with paid, professional training 

• corporate benefits and team events

• a modern, digital-first work environment with clear processes 

Your Tasks

• you operate at the interface of customers, trading activity, and tax mechanics

• manage inbound and outbound customer interactions across digital financial services and brokerage topics 

• analyse and explain capital gains, tax realisation events, and withholding tax treatment on trading and banking transactions

• review loss carryforward balances (Verlustverrechnungstöpfe) and exemption orders (Freistellungsaufträge), including their impact on portfolio performance 

• explain buy-ins, forced position closures, and settlement processes based on FiFo valuation logic 

• validate annual tax statements (Jahressteuerbescheinigungen) and clarify discrepancies between transactions and reporting 

• review and explain corporate action bookings — dividends, spin-offs, rights issues, mergers, and other capital measures — including their impact on cost basis and taxation 

• translate complex financial and tax mechanics into clear, structured, customer-friendly communication 

Your Profile

• fluent German and advanced knowledge of English

• proven professional experience in banking, brokerage, financial services, or fintech support (required) 

• solid understanding of securities transactions and transaction-based tax treatment 

• confident working with digital systems and MS Office 

• strong communication skills with a clear customer-first mindset 

• high level of ownership, motivation, and willingness to learn 

• ability to work independently, think analytically, and quickly understand complex processes 

Why Join Us 

We build scalable, high-quality customer support for digital financial services. Our environment combines finance expertise, technology, and service excellence. With operations across Germany and Europe, we support leading financial platforms in delivering seamless customer communication — structured, efficient, and expertise-driven. 

What defines us? 

• Strong team culture 

• Continuous learning 

• Real financial domain expertise 

• Customer experience as a strategic priority 

Whether you are a service professional, finance specialist, or career switcher with strong analytical skills — if you want to grow in a modern financial services environment, this is your place. 

Ready to Apply? 

If you want to work where finance, technology, and customer experience intersect — we’d love to meet you. Apply in just a few minutes and become part of a team that turns financial complexity into customer clarity. 

All names are directed at all genders.