Assets Customer Service Specialist (Requires Finra Series 7)

Location: Global

Team: General

About the Role

Wise is a global technology company revolutionizing how the world moves and manages money with min fees, max ease, and full speed. As an Assets Customer Service Specialist in our Austin team, you'll be at the forefront of delivering exceptional support for asset-related inquiries and transactions, directly impacting our mission to empower customers financially worldwide. This hybrid role requires FINRA Series 7 licensure and offers a dynamic environment where you'll handle complex issues via phone, chat, and email with empathy and expertise. You'll thrive by resolving queries efficiently, meeting key performance metrics, and contributing to team knowledge while upholding strict compliance standards. With at least 2 years of customer-facing experience, preferably in finance, you'll adapt to shifting schedules and fast-paced changes, embodying Wise values of respect, collaboration, and continuous improvement. Join our diverse, inclusive global team to help build money without borders—for everyone, everywhere.

Key Responsibilities

• Provide high-quality support via phone, chat, and email with focus on asset-related inquiries
• Resolve customer issues with empathy, sound judgment, and minimal escalation
• Meet performance targets for resolution rate, quality, and handling time
• Demonstrate advanced product and process knowledge
• Communicate clearly and professionally, adapting to customer needs
• Maintain accurate records and ensure data integrity and compliance
• Follow strict security and data privacy procedures
• Contribute to knowledge sharing and continuous improvement initiatives

Required Qualifications

• Excellent verbal and written English skills
• FINRA Series 7 license required
• Minimum of 2 years of customer-facing experience
• Ability to work independently as a self-starter
• Flexible availability for days, evenings, weekends, and public holidays

Preferred Qualifications

• Experience in financial services, banking, or contact center environment
• Advanced knowledge of financial instruments and regulations
• Proven track record in handling complex customer issues

Required Skills

• Problem-solving and ownership mindset
• Empathy and customer advocacy
• Adaptability to fast-paced, changing environment
• Clear and professional communication
• Working cool under pressure
• Team collaboration and respect for others
• Knowledge of financial products and regulations
• Data privacy and compliance adherence
• Proactive learning and feedback-seeking
• Shift flexibility

Benefits

• RSUs (stock options)
• Flexible working
• Parental leave
• Learning budget
• Paid sabbatical after 4 years
• Health insurance
• Company retreat
• Wise card

Wise is an equal opportunity employer committed to building a diverse workforce.