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About the Role
As an Assets Customer Service Specialist, you will be the primary point of contact for customers, handling complex issues with ownership and empathy across multiple channels. Your goal is to deliver exceptional customer experiences, adapt to changes, navigate complex situations, and uphold our commitment to financial empowerment.
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, weekend shifts, and public holidays.
- Ability to remain calm under pressure and take charge in challenging situations.
- 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.
- Must be already authorized to work in the US.
- Cannot sponsor visas for this opportunity.
Skills
- Customer service
- Problem-solving
- Communication
- Adaptability
- Financial instruments
- Regulations
- Case handling
- Security procedures
- Data privacy
Location
- Austin, Texas, USA
Work Type
- Hybrid
Experience Level
- 2 years
Salary/Compensations
- USD 27 - USD 31 hourly
Benefits
- See benefits we offer
About the Company
- Wise is a global technology company, building the best way to move and manage the world’s money.
- Min fees. Max ease. Full speed.
- 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.
- We are creating an entirely new network for the world's money.
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.