Financial Services Representative, Assets

About the Position

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.

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.

Requirements

• FINRA Series 7 license is required.
• A minimum of 2 years of customer-facing experience, preferably in financial services, banking, or a contact center environment.

Nice to Have

• None specified

We Offer

• Compensation: The hourly pay for this position is $27 - $31 USD.
• Location: Austin, USA (Hybrid role)
• Work Eligibility: Must be authorized to work in the US (no visa sponsorship available)

About the Company

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 our mission and what we offer.

We're people building money without borders - without judgement or prejudice, too. 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.

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