Assets Customer Service Specialist (Requires Finra Series 7)
Assets Customer Service Specialist (Requires Finra Series 7)
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Job Description
Were 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 customers 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.
- Youre flexible and adaptable open to working days evenings and weekend shifts as well as public holidays.
- Youre cool under pressure taking charge in challenging situations and keeping your composure if things get tense.
- Youre 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.
- Youre a team-player and understand that having a great working culture is everyones 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 youre 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 - $29 USD.
- Where Youll Be: Were looking for someone to join our team in Austin USA! Its a hybrid role so youll get to spend time with the team in the office. This isnt a fully remote position and we dont have a relocation package for it.
- Work Eligibility: This role is for candidates who are already authorized to work in the US. Unfortunately we cant sponsor visas for this opportunity.
- Heads Up on Resumes: Please submit your resume in English. We want to be sure we give everyones application a fair review!
- Click here to see the benefits we offer!
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
