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About the Role

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.

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.

Requirements

Excellent verbal and written English skills.
Self-starter with the ability to work independently using knowledge resources.
Proactive, solution-oriented, and possess an ownership mindset.
Flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays.
Ability to stay calm under pressure, take charge in challenging situations and maintain composure.
Ability to work in a fast-paced, ever-changing environment.
Team-player who understands that a great working culture is everyone’s responsibility.
Treats everyone with respect and always gives a helping hand.
FINRA Series 7 license is required.
A minimum of 2 years of customer-facing experience, preferably in financial services, banking, or a contact center environment.
Candidates must be already authorized to work in the US.
Visa sponsorship is not available for this opportunity.
Submit resume in English.

Skills

Customer service
Problem solving
Communication
Adaptability
Financial instruments
Regulations

Location

Austin, Texas, USA

Work Type

Hybrid

Experience Level

2 years customer-facing experience

Salary/Compensations

$29 - $32 USD hourly

Benefits

Access to benefits package

About the Company

Wise is a global technology company, building the best way to move and manage the world’s money.
Wise is on a mission to make people's and businesses' lives easier and save them money when sending money internationally, spending abroad, or making and receiving international payments.
The company is creating an entirely new network for the world's money.
Teams are strongest when they are diverse, equitable and inclusive.
Wise has a truly international team and celebrates differences.
Inclusive teams help live values and ensure every Wiser feels respected, empowered to contribute towards the mission and able to progress in their careers.

Equal Opportunity

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.