Financial Customer Service Specialist (Requires Finra Series 7)

Remote from
USA flag
USA
Annual salary
Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Employment type
Full Time,
Job posted
Apply before
29 Oct 2025
Experience level
Entry-Level
Junior
Views / Applies
129 / 30

About Wise

Money without borders — fast, simple, and fair international money transfers.

Verified job posting
This job post has been manually reviewed for authenticity and compliance.

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 – $29 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.

Apply now >

Annual salary information is not provided for this position. Explore salary ranges for similar roles in our Salary Directory ›

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

How to apply

Did you apply? Let us know, and we’ll help you track your application.

See a few more

Similar Customer Success remote jobs

Job Search Safety Tips

Here are some tips to help you search and apply for jobs safely:
Watch out for suspicious jobs Don't apply for jobs that offer high pay for little work or offer to hire you without an interview. Read more ›
Check the employer's profile Make sure you're applying for a trustworthy job by visiting the employer's profile and learning more about them. Read more ›
Protect your information Don't share personal details like your bank account or government-issued ID on suspicious websites or messengers. Read more ›
Report jobs that feel unsafe If you see a job that seems misleading, inappropriate or discriminatory, report it for going against our policies and we'll review it.

Share this job

Jobicy+ Subscription

Jobicy

578 professionals pay to access exclusive and experimental features on Jobicy

Free

USD $0/month

For people just getting started

  • • Unlimited applies and searches
  • • Access on web and mobile apps
  • • Weekly job alerts
  • • Access to additional tools like Bookmarks, Applications, and more

Plus

USD $8/month

Everything in Free, and:

  • • Ad-free experience
  • • Daily job alerts
  • • Personal career consultant
  • • AI-powered job advice
  • • Featured & Pinned Resume
  • • Custom Resume URL
Go to account ›