Financial Customer Service Specialist (Requires FINRA Series 7)

Remote from: USA
Salary, yearly, USD: 60,000 - 64,000
Department: Customer Success
Employment type: Full Time,
Job posted: 18 Jun 2026
Apply before: 18 Jul 2026
Experience level: Entry-Level
Junior
Views / Applies: 103 / 9

About Wise

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

Financial Services
2011

AI Summary

Wise is seeking a Financial Customer Service Specialist with a FINRA Series 7 license to join their Austin, TX team. The role involves handling asset-related inquiries via phone, chat, and email, resolving complex issues with empathy and ownership. Candidates need 2+ years of financial services experience and excellent communication skills. The position offers a competitive hourly pay of $30-$32.75 plus a stock package, with a hybrid work model.

Role DNA

Job Complexity

Easy Hard

Pace & Pressure

Relaxed Fast-paced

Autonomy Level

Guided Full Ownership

Communication Load

Independent Highly Collaborative

AI Insight The role requires a FINRA Series 7 license, 2+ years of financial services experience, and the ability to handle complex asset-related inquiries with autonomy, making it challenging.

Salary Analysis

AI Insight The offered salary of $60,000-$64,000 is slightly below the median for similar roles in the US market ($65,000), but includes a stock package, making the total compensation competitive.

Key Skills

FINRA Series 7 Customer Service Financial Services Investment Products Problem Solving Communication Skills Regulatory Compliance Data Privacy Team Collaboration Adaptability

Cover Letter Sample

Dear Hiring Manager,

I am excited to apply for the Financial Customer Service Specialist position at Wise. With my FINRA Series 7 license and over three years of experience in financial services, I have honed my ability to resolve complex asset-related inquiries with empathy and precision. At my previous role, I consistently met and exceeded resolution rate targets while maintaining high customer satisfaction.

I am particularly drawn to Wise's mission of making international money movement seamless and affordable. My background in navigating regulatory requirements and my proactive problem-solving skills align perfectly with your need for a self-starter who can thrive in a fast-paced environment.

I look forward to the opportunity to contribute to your team and deliver exceptional support to your customers. Thank you for considering my application.

Sincerely, [Your Name]

Possible Interview Questions

Describe a time you had to explain a complex financial product to a customer. How did you ensure they understood?

I once had a customer confused about the tax implications of a mutual fund sale. I broke down the process into simple steps, used analogies related to everyday finances, and followed up with a written summary. The customer thanked me for making it clear.

How do you handle a situation where a customer is upset and demanding immediate resolution?

I stay calm, listen actively without interrupting, and acknowledge their frustration. I then take ownership, explain what I can do, and set realistic expectations. For example, I once de-escalated a situation by assuring the customer I would personally follow up within 2 hours.

Can you explain the importance of FINRA regulations in your daily work?

FINRA regulations ensure that customer interactions and transactions are fair, transparent, and compliant. In my role, I must verify customer identities, maintain accurate records, and avoid any misleading statements about investment products. This protects both the customer and the company.

How do you prioritize tasks when handling multiple customer inquiries simultaneously?

I assess urgency and impact. For instance, a customer reporting a lost debit card takes priority over a general account inquiry. I use a ticketing system to track all requests and communicate expected response times, ensuring no customer feels neglected.

Describe a time you identified a process improvement in customer service. What was the outcome?

I noticed that customers often called back because they didn't remember the steps to reset their online account. I proposed adding a follow-up email with summarized instructions. This reduced repeat calls by 15% and improved customer satisfaction scores.

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

Compensation: The hourly pay for this position is $30 – $32.75 USD/hr + Stock package
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.
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 >