Financial Services Representative, Assets (Requires FINRA Series 7)

Wise
Austin
Workplace: HybridFull timeUSD 27.25 - 31.25 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Customer advocacy","Problem-solving","Ownership mindset","Communication","Empathy"]

Serve as the primary point of contact for asset-related customer inquiries and transactions, providing end-to-end resolution via phone, chat, and email. Apply judgment, empathy, and strong product/process knowledge to resolve issues with minimal escalation while meeting performance targets for resolution rate, quality, and handling time. Maintain accurate records, follow security and data privacy procedures, and continuously improve through knowledge sharing and feedback.

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Wise
Wise
1 day ago

Financial Services Representative, Assets (Requires FINRA Series 7)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the primary point of contact for asset-related customer inquiries and transactions, providing end-to-end resolution via phone, chat, and email. Apply judgment, empathy, and strong product/process knowledge to resolve issues with minimal escalation while meeting performance targets for resolution rate, quality, and handling time. Maintain accurate records, follow security and data privacy procedures, and continuously improve through knowledge sharing and feedback.
Location: Austin
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Provide high-quality customer support via phone, chat, and email with end-to-end resolution for customer issues.
  • •Resolve customer contacts and queries related to assets, investments, and financial products using sound judgment and minimal escalation.
  • •Meet performance targets across resolution rate, quality, and handling time.
  • •Maintain accurate records using standardized case-handling processes while ensuring data integrity and compliance.
  • •Follow security and data privacy procedures across all channels and proactively contribute to knowledge sharing and continuous improvement.

Pay and Benefits

Salary: USD 27.25 - 31.25 hourly

Key Requirements

  • •FINRA Series 7 license is required.
  • •Minimum of 2 years of customer-facing experience, preferably in financial services, banking, or a contact center environment.
  • •Excellent verbal and written English skills.
  • •Self-starter who can work independently using knowledge resources.
  • •Flexible to work days, evenings, and weekend shifts (including public holidays).
Experience:2+ yearsFinancial services
Skills:Customer advocacyProblem-solvingOwnership mindsetCommunicationEmpathy
Licenses:FINRA Series 7
Certifications:FINRA Series 7
Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Wise
Wise (formerly TransferWise) is a London-based fintech that provides low-cost international money transfers, multi-currency accounts and payment infrastructure for individuals and businesses worldwide.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 2011
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Glassdoor: 3.8
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