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

• full-time freelance work from Finland
• 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.