Asset Support Specialist (FINRA 7) | Hybrid Austin

Wise

Austin (TX)

Ibrido

USD 37.000 - 43.000

Tempo pieno

14 giorni+
Generatore di candidature

Distinguiti per questa posizione — genera un curriculum e una lettera di presentazione personalizzati in circa un minuto.

Supera i filtri ATS

Descrizione del lavoro

Wise in Austin, Texas is seeking an Assets Customer Service Specialist to be the primary contact for customers, focusing on asset-related inquiries and transactions. You will handle support via phone, chat, and email with ownership and empathy.

You will resolve complex issues, maintain accurate records, and adhere to security and data privacy standards while meeting performance targets in a fast-paced, global fintech environment.

Competenze

  • Excellent verbal and written English skills are required.
  • 2+ years of customer-facing experience in financial services or related field preferred.
  • FINRA Series 7 license is required.

Mansioni

  • Provide high-quality support via phone, chat, and email with end-to-end resolution.
  • Resolve customer inquiries with empathy and sound judgment, especially assets and financial products.
  • Meet performance targets for resolution rate, quality, and handling time.
  • Demonstrate strong product/process knowledge and understanding of financial instruments/regulations.
  • Maintain accurate records using standardized case-handling processes and ensure data integrity.

Conoscenze

English fluency
Customer service
Problem solving
Ownership mindset
Team player

Formazione

FINRA Series 7 license

Strumenti

CRM software

Descrizione del lavoro

Wise in Austin, Texas is seeking an Assets Customer Service Specialist to be the primary contact for customers, focusing on asset-related inquiries and transactions. You will handle support via phone, chat, and email with ownership and empathy.

You will resolve complex issues, maintain accurate records, and adhere to security and data privacy standards while meeting performance targets in a fast-paced, global fintech environment.

Ottieni la revisione del curriculum gratis e riservata.

o trascina qui il file.

Similar jobs

Offerte di lavoro simili che vale la pena confrontare

Assets Specialist - Financial Services (Series 7)
Assets Specialist - Financial Services (Series 7)

Wise • Austin (TX)

Ibrido
USD 37.000 - 43.000
Hybrid work model
Financial Services Representative, Assets (Requires FINRA Series 7)
Financial Services Representative, Assets (Requires FINRA Series 7)

Wise • Austin (TX)

In loco
USD 37.000 - 43.000
Hybrid work model
Financial Services Representative, Assets (Requires FINRA Series 7)
Financial Services Representative, Assets (Requires FINRA Series 7)

Wise • Austin (TX)

In loco
USD 37.000 - 43.000
Hybrid Senior Financial Operations & Support Specialist
Hybrid Senior Financial Operations & Support Specialist

Apex Fintech Solutions • Austin (TX)

Ibrido
USD 60.000 - 90.000
Healthcare benefits (medical, dental,
Vision
401k match
+5
Investor Success & Support Specialist (Hybrid, Austin)
Investor Success & Support Specialist (Hybrid, Austin)

MicroVentures • Austin (TX)

Ibrido
USD 60.000 - 80.000
401K Match
Annual discretionary bonus
Medical, Dental, and Disability insurance
+3
Advisor Support Specialist — Hybrid Call Center
Advisor Support Specialist — Hybrid Call Center

American General Life Insurance Company • Houston (TX)

Ibrido
USD 50.000 - 65.000
Health insurance
401(k) matching
Employee Assistance Program
+1
Client-Focused Financial Services Advisor
Client-Focused Financial Services Advisor

Soteria Reinsurance Ltd. • Austin (TX), Northern (KY)

Ibrido
USD 60.000 - 90.000
Remote Client Concierge & Support Specialist
Remote Client Concierge & Support Specialist

Assetara Limited • San Antonio (FL)

In loco
USD 50.000 - 70.000
Support Specialist in Austin, TX
Support Specialist in Austin, TX

Russell Tobin • Austin (TX)

In loco
USD 60.000 - 75.000
Comprehensive healthcare coverage
401(k) retirement savings
Employee discounts with preferred vendors
Advisor Support Specialist | Financial Services
Advisor Support Specialist | Financial Services

corebridgefinancial • Houston (TX)

Ibrido
USD 45.000 - 60.000
Health insurance
401(k) plan
Employee assistance program
+3