Financial Services Representative, Assets (Requires FINRA Series 7)

Posted 4 Hours Ago
Be an Early Applicant
Austin, TX, USA
Hybrid
27-31 Hourly
Junior
Fintech • Mobile • Payments • Software • Financial Services
Wise is one of the fastest growing fintechs in the world and we’re on a mission to make money without borders a new norm
The Role
Provide phone, chat, and email support for customers with asset, investment, and financial product inquiries. Resolve complex issues with empathy, sound judgment, and minimal escalation while meeting performance targets. Maintain accurate records, follow security and privacy procedures, apply knowledge of financial instruments and regulations, and contribute to knowledge sharing and process improvement. The role requires flexibility for varied shifts, including weekends and public holidays.
Summary Generated by Built In
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 our mission and what we offer.

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’re 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 2 year 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 - $31 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!
  • Click here to see the benefits we offer!

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.

Skills Required

  • Excellent verbal and written English skills
  • Ability to work independently as a self-starter using knowledge resources
  • Proactive, solution-oriented ownership mindset
  • Flexibility to work days, evenings, weekends, and public holidays
  • Ability to remain composed and take charge in challenging situations
  • Ability to work in a fast-paced, changing environment
  • Team-player mindset and respectful collaborative behavior
  • FINRA Series 7 license
  • At least 2 years of customer-facing experience
  • Experience in financial services, banking, or a contact center environment
  • Already authorized to work in the United States

What the Team is Saying

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
9,000 Employees
Year Founded: 2011

What We Do

Wise is a global technology company, building the best way to move and manage the world's money. With Wise Account and Wise Business, people and businesses can hold 40 currencies, move money between countries and spend money abroad. Large companies and banks use Wise technology too; an entirely new network for the world's money. Launched in 2011, Wise is one of the world’s fastest growing, profitable tech companies. In fiscal year 2025, Wise supported around 15.6 million people and businesses, processing over $185 billion in cross-border transactions and saving customers around $2.6 billion.

Why Work With Us

We’re truly global in who we are, how we work, and how we build. Everything we do is centred around creating a world of money that’s fast, easy, fair. And open to all. Everyone who works here owns a piece of Wise, from the work they do, to the stock they hold.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Wise Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We expect new joiners in the office most days to build connections and learn from colleagues for their first six months. After that, most Wisers split their working week between the office and home, typically coming in at least 12 times a month.

Typical time on-site: Flexible
Company Office Image
Brussels
Company Office Image
Austin
Company Office Image
Budapest
Company Office Image
Hydrabad
Company Office Image
Kuala Lumpur
Company Office Image
London
Company Office Image
New York
Company Office Image
São Paulo
Company Office Image
Singapore
Company Office Image
Tallinn
Company Office Image
Tokyo
Learn more

Similar Jobs

Wise Logo Wise

Marketing Manager

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
Austin, TX, USA
9000 Employees
109K-139K Annually

Wise Logo Wise

Lifecycle Marketing Senior Manager - North/South Americas

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
Austin, TX, USA
9000 Employees
109K-139K Annually

Wise Logo Wise

Assets Customer Service Specialist (Requires FINRA Series 7)

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
Austin, TX, USA
9000 Employees
29-32 Hourly

Wise Logo Wise

Business Development Manager

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
Austin, TX, USA
9000 Employees
100K-133K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account