Financial Services Representative, Assets (Requires FINRA Series 7)

Wise; Austin (TX); Hybrid; USD 37,000 - 43,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

English fluency

Customer service

Problem solving

Ownership mindset

Team player

Education

FINRA Series 7 license

Tools

CRM software

Job description

Company Description

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

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.

Job Description

More about our mission and what we offer.

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’re 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

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!

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.