Wise

Financial Services Representative, Assets (Requires FINRA Series 7)

Austin, us Full-time On-site
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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.

Frequently Asked Questions

What does the Financial Services Representative, Assets (Requires FINRA Series 7) role at Wise involve?

The Financial Services Representative, Assets (Requires FINRA Series 7) position at Wise in Austin, us is a full-time role. We're looking for a highly motivated&xa0; Assets Customer Service Specialist &xa0;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,&xa0; 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.

What skills are required for Financial Services Representative, Assets (Requires FINRA Series 7) at Wise?

Key skills for this role include: Scala, RDS.

What is the salary for Financial Services Representative, Assets (Requires FINRA Series 7) at Wise?

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

Is the Financial Services Representative, Assets (Requires FINRA Series 7) position at Wise remote or on-site?

This position is On-site. The role is based in Austin, us.

How do I apply for Financial Services Representative, Assets (Requires FINRA Series 7) at Wise?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Financial Services Representative, Assets (Requires FINRA Series 7) at Wise is a full-time other position in Austin, us. Key skills include Scala, RDS. Education: Bachelor's Degree preferred. Experience: 3+ years.

This role is classified as on-site and is suitable for mid level-level professionals. Ghost Score 5/100 (Fresh) indicates this listing is very likely active and recently refreshed.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.