Financial Services Representative, Assets (Requires FINRA Series 7) Job at Wise, Austin, TX

  • Wise
  • Austin, TX

Job Description

Job Description

Job Description

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 2year 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 $27 - $31 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.

Job Tags

Hourly pay, Work at office, Remote work, Visa sponsorship, Relocation package, Flexible hours, Weekend work, Day shift, Afternoon shift

Similar Jobs

Schroeder Moving Systems

Relocation Sales Consultant Job at Schroeder Moving Systems

Job Description Job Description WE'RE HIRING A SALES HUNTER WITH MAINCHARACTER ENERGY Residential/Household Goods Salesperson (a.k.a. Professional "MoverofPeople-Who-Are-Moving") Do you thrive on meeting new people? Do you get a rush from turning a casual ...

Military, Veterans and Diverse Job Seekers

Forensic Specialist Job at Military, Veterans and Diverse Job Seekers

 ...photographs.Additional Essential Duties and Responsibilities for Forensic Specialist II:Experience conducting independent latent print...  ...or related field with courses pertaining to Forensic Science or Crime Scene Investigation and three (3) years paid work experience... 

Kimmel and Associates

Traveling Project Manager-Military Construction Job at Kimmel and Associates

 ...project execution. The company is seeking an experienced Project Manager to join a major project in Darwin, Australia and play a key...  ...background and security checks. ~ Willingness and ability to travel approximately 50% to Darwin, Australia . Benefits... 

VA INDUSTRIAL LLC

Pipe Welder Job at VA INDUSTRIAL LLC

 ...Benefits: ~401(k)~ Employee discounts ~ Health insurance ~ Paid time off About the Role: Join VA INDUSTRIAL LLC as a Pipe Welder and become a vital part of our skilled team in Sandston, VA. We are looking for passionate individuals who thrive in a fast-paced... 

Antoine's Maid and Maintenance Services

Handyman/ Odd Jobs Job at Antoine's Maid and Maintenance Services

Immediately Hiring Housekeepers Antoine's Maid and Maintenance Services is currently leading the industry with new innovative ways to clean organize, and repair homes. We're now looking for energetic, and able body handymen to service our residential as well as commercial...