Assets Specialist - Financial Services (Series 7)

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

Benefits offered by this job

Hybrid work model

Job summary

Wise seeks an Assets Customer Service Specialist in Austin, TX, to handle asset-related inquiries and transactions across phone, chat, and email. Must hold FINRA Series 7 and have 2+ years of customer-facing experience. Hybrid work arrangement with on-site presence in Austin.

You will be the primary contact for customers, delivering high-quality service, protecting data, and maintaining accurate records while navigating complex situations in a fast-paced environment.

Qualifications

• FINRA Series 7 license is required.
• A minimum of 2 years of customer-facing experience.

Responsibilities

• Provide high-quality support via phone, chat, and email with end-to-end resolution.
• Resolve customer inquiries with empathy and sound judgment; minimize escalations.
• Meet performance targets for resolution rate, quality, and handling time.
• Demonstrate knowledge of financial instruments and regulations.
• Maintain accurate records using standard case-handling processes.
• Follow security and data privacy procedures across channels.
• Contribute to knowledge sharing and continuous improvement.

Skills

English

Self-starter

Proactive mindset

Flexible/Adaptable

Team player

Customer service

Problem solving

Job description

Wise seeks an Assets Customer Service Specialist in Austin, TX, to handle asset-related inquiries and transactions across phone, chat, and email. Must hold FINRA Series 7 and have 2+ years of customer-facing experience. Hybrid work arrangement with on-site presence in Austin.

You will be the primary contact for customers, delivering high-quality service, protecting data, and maintaining accurate records while navigating complex situations in a fast-paced environment.