Assets Customer Service Specialist (Requires FINRA Series 7)

Company Description

Wise is a global technology company, building the best way to move and manage the world's money.

Min fees. Max ease. Full speed.

• Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.
• As part of our team, you will be helping us create an entirely new network for the world's money.
• For everyone, everywhere.
• More about our mission and what we offer .

Job Description

We're looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas. This role is a unique opportunity to directly impact our mission by providing an outstanding experience for our customers, with a specific focus on asset-related inquiries and transactions .

Your Mission

• As an Assets Customer Service Specialist, you will be the primary point of contact for our customers.
• 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

• Your verbal and written English skills are excellent.
• Self-starter with the ability to work independently using knowledge resources.
• Proactive, solution-oriented, and possess an ownership mindset.
• You're flexible and adaptable , open to working days, evenings and weekend shifts as well as public holidays.
• You'r e cool under pressure taking charge in challenging situations and keeping your composure if things get tense.
• You're able to work in a fast-paced, ever-changing environment — you understand that change is needed to both grow and learn but also work more efficiently.
• You're a team-player and understand that having a great working culture is everyone's responsibility. You treat everyone with respect and always give a helping hand, and you let our values guide you.

Licensing and Experience

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

Additional Information

If you're ready to take on a challenging and rewarding role, apply now and become part of our global team at Wise!

A Few Details About the Role:

• Compensation: The hourly pay for this position is $29 - $32 USD.
• Where You'll Be: We're looking for someone to join our team in Austin, USA! It's a hybrid role, so you'll get to spend time with the team in the office. This isn't a fully remote position, and we don't have a relocation package for it.
• Work Eligibility: This role is for candidates who are already authorized to work in the US. Unfortunately, we can't sponsor visas for this opportunity.
• Heads Up on Resumes: Please submit your resume in English. We want to be sure we give everyone's application a fair review!
• Click here to see the benefits we offer!

For everyone, everywhere. We're people building money without borders — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

• We're proud to have a truly international team, and we celebrate our differences.
• Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.
• If you want to find out more about what it's like to work at Wise visit Wise.Jobs .
• Keep up to date with life at Wise by following us on LinkedIn and Instagram .