Financial Customer Service Specialist (Requires FINRA Series 7)

Wise•Austin, TX

5d•Hybrid

About The Position

Wise is a global technology company focused on simplifying money movement and management. We are seeking a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas. This role is crucial for enhancing our mission by delivering outstanding customer experiences, with a specialized focus on asset-related inquiries and transactions. As an Assets Customer Service Specialist, you will be the main point of contact for customers, adept at resolving complex issues with empathy and ownership across various communication channels.

Requirements

Excellent verbal and written English skills.
Self-starter with the ability to work independently using knowledge resources.
Proactive, solution-oriented, and possess an ownership mindset.
Flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays.
Ability to remain calm under pressure, take charge in challenging situations, and maintain composure.
Ability to work in a fast-paced, ever-changing environment.
Team-player with an understanding that a great working culture is everyone’s responsibility.
Treat everyone with respect and always give a helping hand, guided by company values.
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.

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.