Remote Financial Customer Service Specialist (Requires Finra Series 7) Job at Wise, Remote

RVM3M2MweHJsTDhMeFlFYUZoK3IySVBUbmc9PQ==
  • Wise
  • Remote

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 and .

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 – $29 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 .

Jobicy JobID: 132868

Job Tags

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

Similar Jobs

Live Oak Environmental LLC

Roll-Off Driver Job at Live Oak Environmental LLC

 ...We are seeking a Driver for the Tyler area. This position is responsible for driving a company...  ...to various locations to pick up and drop off waste. The ideal candidate is someone who...  ...trucks in the afternoon. Job Summary Roll-Off Drivers safely operate a heavy-duty truck... 

Park West Health System, Inc

Dental Sterilization Technician Job at Park West Health System, Inc

 ...time position that will be scheduled to work a minimum of 2 days/week. Position Summary: The sterilization technician (ST) is a key member of the dental department, where the primary duty will be to function as a sterilization technician. The ST will work with... 

D&B Supply

Sporting Goods Sales Job at D&B Supply

 ...Description THIS POSITION HAS AGE RESTRICTIONS: DUE TO ATF AND FFL LAWS, THE MINIMUM AGE TO SELL HANDGUN FIREARMS IS 18+ YEARS OLD,...  ...and follow-up calls. This position primarily focuses on the sporting goods department and, assisting throughout the entire store as needed... 

CoperUniversity Health Care

HEALTH COACH Job at CoperUniversity Health Care

About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary...  ...Short Description Fluency in Spanish preferred. The Health Coach is an integral part of the healthcare team, assisting in patient... 

unitedconsultingllc

Customer Service- Finra Series 6 License Job at unitedconsultingllc

 ...participates in achieving team goals. Meets/exceeds performance metrics as determined by department. Qualifications Current FINRA Series 6 license at time of application. High School diploma or equivalent. Up to 1 year experience with call center or customer...