# Financial Services Representative, Assets (Requires FINRA Series 7)

**Company**: Wise
**Location**: Austin
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $27 - $31 USD per hour
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://jobs.smartrecruiters.com/Wise/744000155605250-financial-services-representative-assets-requires-finra-series-7-?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-services-representative-assets-requires-e1abfd69-6d2/

## Description

We're looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas. As an Assets Customer Service Specialist, you will be the primary point of contact for our customers, providing an outstanding experience for customers with a specific focus on asset-related inquiries and transactions.

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:

- 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.

- Able to work in a fast-paced, ever-changing environment.

- Team-player and understand that having a great working culture is everyone's responsibility.

Licensing and Experience:

- 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.

Additional Information:

- Compensation: The hourly pay for this position is $27 - $31 USD.

- Hybrid role, so you'll get to spend time with the team in the office.

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## Skills

### Required
- FINRA Series 7
- customer service
- financial instruments
- regulations

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Source: [Apply at jobs.smartrecruiters.com](https://jobs.smartrecruiters.com/Wise/744000155605250-financial-services-representative-assets-requires-finra-series-7-?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)