Customer Operation Agent Brokerage, Trading, Tax (m/f/d)

You think in transactions, understand how portfolios behave, and know that tax treatment is part of the customer journey — not an afterthought? We’re building scalable, high-performance brokerage support and looking for people who don’t just understand finance — they can explain it clearly. If you don’t need to Google capital gains, FiFo valuation, or corporate actions — we should talk. 

Why Join Us

• permanent full-time employment

• work at the intersection of finance, technology, and customer experience 

• deep exposure to capital markets operations and tax mechanics 

• modern systems, structured processes, and data-driven workflows 

• direct collaboration with trading, tax, and operations teams 

• strong learning curve and growth opportunities in a scaling fintech environment 

• a team that understands finance — not just call handling 

Your Mission

• you operate at the intersection of customer experience, capital markets mechanics, and tax logic. 

• manage customer interactions related to brokerage, trading activity, and transaction-driven tax impacts — structured, efficient, and solution-focused 

• analyse capital gains, tax realisation events, and withholding tax implications at transaction level 

• review loss carryforward balances, tax offset logic, and exemption orders — including impact on future trading activity 

• explain buy-ins, forced position closures, and settlement mechanics based on FiFo valuation and resulting tax consequences 

• validate annual tax statements and reconcile discrepancies between portfolio activity and tax reporting 

• analyse corporate actions end-to-end — dividends, spin-offs, rights issues, mergers, capital measures — including cost basis adjustments and tax treatment 

• translate complex market and tax mechanics into clear, structured customer communication 

What You Bring

• fluent German & advanced English obligated (spoken and written) 

• experience in brokerage, banking, trading support, or fintech customer operations 

• solid understanding of securities transactions, tax treatment of capital gains, and portfolio accounting logic 

• confident working with concepts such as: FiFo valuation · loss offsetting · tax realisation · corporate actions · capital measures · cost basis adjustments · tax reporting logic 

• strong analytical mindset with the ability to trace transactions down to booking logic 

• clear communicator who can explain complex financial mechanics in simple terms 

• ownership mentality and strong customer focus 

Why Join Us 

• Work at the intersection of finance, technology, and customer experience 

• Deep exposure to capital markets operations and tax mechanics 

• Modern systems, structured processes, and data-driven workflows 

• Direct collaboration with trading, tax, and operations teams 

• Strong learning curve and growth opportunities in a scaling fintech environment 

• A team that understands finance — not just call handling 

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.