Hybrid opportunity at
WiseFinancial Services Representative, Assets (Requires FINRA Series 7)
Wise is seeking a Financial Services Representative specializing in assets for a hybrid position located in Austin, Texas. In this role, the primary focus is delivering…
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About This Role
Wise is seeking a Financial Services Representative specializing in assets for a hybrid position located in Austin, Texas. In this role, the primary focus is delivering an exceptional customer experience by handling asset-related inquiries and transactions across email, chat, and phone. The person selected will act as a primary point of contact, resolving complex problems with empathy and sound judgment while adhering to security and data privacy protocols. This position…
Job Description
Wise is seeking a Financial Services Representative specializing in assets for a hybrid position located in Austin, Texas. In this role, the primary focus is delivering an exceptional customer experience by handling asset-related inquiries and transactions across email, chat, and phone. The person selected will act as a primary point of contact, resolving complex problems with empathy and sound judgment while adhering to security and data privacy protocols. This position suits a self-motivated professional who can manage performance targets, maintain accurate records, and adapt to a fast-paced environment. The hourly pay rate ranges from $27 to $31 USD. Candidates must be authorized to work in the United States, as visa sponsorship is unavailable, and relocation assistance is not provided.
Responsibilities
- Provide customer support through phone, chat, and email channels
- Resolve customer queries concerning investments, financial products, and assets with minimal escalation
- Meet performance metrics covering resolution rate, handling time, and quality
- Record information accurately utilizing standardized case-handling procedures to ensure compliance and data integrity
- Adhere to strict data privacy and security guidelines across all communication channels
- Engage in knowledge sharing, continuous improvement initiatives, and team discussions
Requirements
- Hold an active FINRA Series 7 license
- Possess a minimum of two years of customer-facing experience in a contact center, banking, or financial services setting
- Demonstrate fluent verbal and written English communication skills
- Be available to work shifts that include days, evenings, weekends, and public holidays
- Be legally authorized to work in the United States without visa sponsorship
Qualifications
- Display advanced understanding of financial regulations and instruments
- Possess an ownership mindset and solution-oriented approach
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the pay rate for the Financial Services Representative position?
The hourly compensation for this role ranges from $27 to $31 USD.
Is this a remote position?
No, this is a hybrid role based in Austin, Texas, requiring time spent working in the office.
What licensing is required to apply?
Applicants must hold a valid FINRA Series 7 license.
Does Wise offer visa sponsorship for this job?
No, visa sponsorship is not available for this opportunity, and applicants must already be authorized to work in the US.
Sample Interview Questions
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