Assets Customer Service Lead
Assets Customer Service Lead
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Job Description
Wise is a global technology company building the best way to move and manage the
worlds money. Whether people or businesses are sending money to another country
spending abroad or making and receiving international payments. Wise is on a
mission to make their life easier and save them money.
It is the primary duty of the Customer Support Team Lead (Financial) to ensure that
expectations are clearly set and that members of the team are highly engaged
motivated armed with all necessary equipment and software have opportunities to
contribute to tactics and strategy and opportunities to learn and grow.
Ensure that customer service is maintained by:
- Collaborating with other departments and leads to ensure customer objectives are met
- Ensuring that your team has the required resources training and knowledge to use them effectively to be able to resolve issues independently in a timely manner
- Ensuring a high level of customer focus (internally and externally) with due care and attention to customer priority issues and appropriate levels of customer communications
- Maintain a high level of communications within the team internally and externally
- Developing and maintaining customer satisfaction measurement metrics
- Defining and implementing the procedures and policies to ensure that high-quality service is delivered to customers (both internal and external) and adherence to strict SLAs
- Seeking and providing positive and constructive feedback frequently on all levels
Qualifications :
- Active FINRA Series 7 license (this is a requirement).
- Previous customer service experience at a broker-dealer or other financial institution.
- Demonstrated ability to coach and lead team members to achieve high performance.
- Youre experienced. Youve got a proven track record as a people leader in Customer Service or a customer-facing Operations team - this is a requirement (must have previous direct reports)
Preferred Qualifications:
- Strong verbal & written English and Spanish skills youll be supporting English-speaking customers and the working language at Wise is English.
- A team-builder you will work alongside your teams to develop them and ensure business needs are met. This involves continuous improvement and simplification of procedures and processes at all levels as well as building strong relationships with internal stakeholders across various teams.
- Were looking for genuine people who work hard and love helping others so if that sounds like you tell us why youre a great fit!
Additional Information :
RSUs in a rapidly growing company
$69500-$80000 annual salary depending on experience.
An annual self-development budget
Medical dental & vision insurance including HSA and FSA options
Company-paid: Life Insurance Short & Long-Term Disability and an EAP program
Flexible working model a mix of working from home and from the office
Relocation expenses covered
25 days PTO 15 sick days 11 holidays 5 compassionate leave days 3 paid Me days and a paid volunteer day annually
A paid 6-week sabbatical leave after four years
18-weeks of paid parental leave after a year with us
401k with up to a 4% employer match
2025 Austin BuiltIn Best Award winner for Best Places to Work and Best Large Places to Work
For everyone everywhere. Were people building money without borders without judgement or prejudice too. We believe teams are strongest when they are diverse equitable and inclusive.
Were 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 its like to work at Wise visit .
Keep up to date with life at Wise by following us on LinkedIn and Instagram.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
