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Financial Customer Service Specialist (Requires FINRA Series 7)

ExperiencedNo visa sponsorship
Wise logo

at Wise

FinTech

Posted 5 days ago

No clicks

This employer did not include a short summary.

Compensation
$27 – $31 USD

Currency: $ (USD)

City
Austin
Country
United States

Full Job Description

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Financial Customer Service Specialist (Requires FINRA Series 7)

Salary:
27.25 - 31.25 USD Hourly
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    Austin
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document.body.className += " sector-customer-support-general ";
Apply Shortlist
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Company Description

Wise is a global technology company, building the best way to move and manage the worlds 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 customers 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.
  • Youre flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays.
  • Youre cool under pressure taking charge in challenging situations and keeping your composure if things get tense.
  • Youre 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.
  • Youre a team-player and understand that having a great working culture is everyones 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

  • Compensation: The hourly pay for this position is $30 - $32.75 USD/hr + Stock package
  • 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.
  • 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.

Apply Shortlist
function shareLinkedin() { window.open('https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&title=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=550,height=500'); return false; } function shareFacebook() { window.open('https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&t=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=555,height=615'); return false; } function shareMessenger() { window.open('http://www.facebook.com/dialog/send?link=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&display=popup', '_blank', 'location=yes'); return false; } function shareTwitter() { window.open('https://twitter.com/intent/tweet?text=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29&url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=550,height=250'); return false; } function shareGooglePlus() { window.open('https://plus.google.com/share?url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'location=yes'); return false; } function sharePinterest() { window.open('http://www.pinterest.com/pin/find/?url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=750,height=675'); return false; } function shareWhatsapp() { window.open('whatsapp://send?text=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29%20-%20https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'location=yes'); return false; } function shareEmail() { window.open( '/EmailToFriend?id=3647&pagetype=job', 'location=yes'); return false; }
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More about the team

Find out more about our team, how we work and other open roles.

View the team
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Find out more about what we offer our employees

From me days to mission days, sabbaticals to stock, and everything in between. For everyone, everywhere. Were people building money without borders. Find out what you'll get if you join us.

What we offer

Join us

For everyone, everywhere. Were people building money without borders.
View open roles

Financial Customer Service Specialist (Requires FINRA Series 7)

  1. __vacancyopjusttionswidget.opt-Locations__
    Austin
  2. document.body.className += " locations-austin";
document.body.className += " sector-customer-support-general ";
Apply

Financial Customer Service Specialist (Requires FINRA Series 7)

Compensation

$27 – $31 USD

City: Austin

Country: United States

Wise logo
FinTech

5 days ago

No clicks

at Wise

ExperiencedNo visa sponsorship

This employer did not include a short summary.

Full Job Description

[id="5681737b-481a-412f-b8c9-c858c484a8ae"]:not(.custom-styled) .banner-customhtml { background-size: cover; height: 500px; width: 100%; }

Financial Customer Service Specialist (Requires FINRA Series 7)

Salary:
27.25 - 31.25 USD Hourly
  1. __vacancyopjusttionswidget.opt-Locations__
    Austin
  2. document.body.className += " locations-austin";
document.body.className += " sector-customer-support-general ";
Apply Shortlist
function _handleSignpostWidget($) { var signPostWidgetInstance = "[id='f869f913-3a93-9b26-e74a-f9bf51966607'] .signpost-widget__close"; var closeButtons = "[id='f869f913-3a93-9b26-e74a-f9bf51966607'] .signpost-widget__close, [id='f869f913-3a93-9b26-e74a-f9bf51966607'] .signpost-widget__option"; var $instance = $(signPostWidgetInstance).closest(".signpost-widget"); $(document) .off("click", closeButtons) .on("click", closeButtons, function() { $instance.addClass("signpost-widget--hidden"); createCookie("SignpostWidgetDismissed", true, 2); }); } require(["jquery"], function ($) { _handleSignpostWidget($); });

Company Description

Wise is a global technology company, building the best way to move and manage the worlds 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 customers 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.
  • Youre flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays.
  • Youre cool under pressure taking charge in challenging situations and keeping your composure if things get tense.
  • Youre 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.
  • Youre a team-player and understand that having a great working culture is everyones 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

  • Compensation: The hourly pay for this position is $30 - $32.75 USD/hr + Stock package
  • 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.
  • 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.

Apply Shortlist
function shareLinkedin() { window.open('https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&title=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=550,height=500'); return false; } function shareFacebook() { window.open('https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&t=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=555,height=615'); return false; } function shareMessenger() { window.open('http://www.facebook.com/dialog/send?link=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647&display=popup', '_blank', 'location=yes'); return false; } function shareTwitter() { window.open('https://twitter.com/intent/tweet?text=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29&url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=550,height=250'); return false; } function shareGooglePlus() { window.open('https://plus.google.com/share?url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'location=yes'); return false; } function sharePinterest() { window.open('http://www.pinterest.com/pin/find/?url=https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'toolbar=yes,scrollbars=yes,resizable=no,fullscreen=no,top=50,left=50,width=750,height=675'); return false; } function shareWhatsapp() { window.open('whatsapp://send?text=Financial%20Customer%20Service%20Specialist%20%28Requires%20FINRA%20Series%207%29%20-%20https%3A%2F%2Fwise.jobs%2Fjob%2Ffinancial-customer-service-specialist-requires-finra-series-7-in-austin-jid-3647', '_blank', 'location=yes'); return false; } function shareEmail() { window.open( '/EmailToFriend?id=3647&pagetype=job', 'location=yes'); return false; }
Share

More about the team

Find out more about our team, how we work and other open roles.

View the team
[id="d43981d3-b437-460c-814f-aa83b0bafda7"]:not(.custom-styled) .banner-customhtml { background-size: cover; height: 350px; width: 100%; }

Find out more about what we offer our employees

From me days to mission days, sabbaticals to stock, and everything in between. For everyone, everywhere. Were people building money without borders. Find out what you'll get if you join us.

What we offer

Join us

For everyone, everywhere. Were people building money without borders.
View open roles

Financial Customer Service Specialist (Requires FINRA Series 7)

  1. __vacancyopjusttionswidget.opt-Locations__
    Austin
  2. document.body.className += " locations-austin";
document.body.className += " sector-customer-support-general ";
Apply