Financial Customer Service Specialist (Requires FINRA Series 7)

Assets Customer Service Specialist

Wise is a global technology company building the best way to move and manage the world's money. Our mission is to make lives easier and save money for people and businesses sending money internationally, spending abroad, or making and receiving international payments.

Your Mission

As an Assets Customer Service Specialist, you will be the primary point of contact for our customers, providing an outstanding experience with a specific focus on asset-related inquiries and transactions. You are a skilled problem solver and customer advocate who can handle complex issues with ownership and empathy across phone, chat, and email. Your goal is to deliver exceptional customer experiences, adapt to changes, navigate complex situations, and uphold our commitment to financial empowerment for all.

Key Responsibilities

• Provide high-quality support via phone, chat, and email, with a strong focus on end-to-end resolution for customer issues.
• Resolve customer contacts and queries with sound judgment, empathy, and minimal escalation, particularly for issues related to assets, investments, and financial products.
• Meet performance targets across key metrics such as resolution rate, quality, and handling time.
• Demonstrate advanced product and process knowledge, with a strong understanding of financial instruments and regulations.
• Communicate clearly and professionally, adjusting your tone and style based on the customer’s needs and context.
• Maintain accurate records using standardized case-handling processes, ensuring data integrity and compliance.
• Follow strict security and data privacy procedures across all channels.
• Proactively contribute to knowledge sharing, team discussions, and continuous improvement initiatives.
• Take ownership of your own learning and development, actively seeking feedback and coaching.

Qualifications

• Excellent verbal and written English skills.
• Self-starter with the ability to work independently using knowledge resources.
• Proactive, solution-oriented, and possess an ownership mindset.
• Flexible and adaptable, open to working days, evenings, and weekend shifts, as well as public holidays.
• Able to remain calm and composed under pressure in challenging situations.
• Ability to thrive in a fast-paced, ever-changing environment.
• A team-player who contributes to a positive working culture and treats everyone with respect.

Licensing and Experience

• FINRA Series 7 license is required.
• A minimum of 2 years of customer-facing experience, preferably in financial services, banking, or a contact center environment.

Additional Information

• Compensation: $30 - $32.75 USD/hr + Stock package
• Location: Austin, USA (Hybrid role - requires time in office).
• Work Eligibility: Candidates must be authorized to work in the US. Visa sponsorship is not available.

Wise is committed to building diverse, equitable, and inclusive teams. We celebrate our international team and believe inclusive teams help us live our values and ensure every Wiser feels respected, empowered, and able to progress in their career.