{"id":325081,"date":"2026-06-18T00:00:00","date_gmt":"2026-06-17T23:00:00","guid":{"rendered":"https:\/\/www.remotetribe.life\/remotejobs\/job\/financial-customer-service-specialist-requires-finra-series-7\/"},"modified":"2026-06-18T00:00:00","modified_gmt":"2026-06-17T23:00:00","slug":"financial-customer-service-specialist-requires-finra-series-7","status":"publish","type":"job_listing","link":"https:\/\/www.remotetribe.life\/remotejobs\/job\/financial-customer-service-specialist-requires-finra-series-7\/","title":{"rendered":"Financial Customer Service Specialist (Requires FINRA Series 7)"},"content":{"rendered":"<h2>Company Description<\/h2>\n<p>Wise is a global technology company, building the best way to move and manage the world\u2019s money.<br \/> <strong>Min fees. Max ease. Full speed.<\/strong><\/p>\n<p>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.<\/p>\n<p>As part of our team, you will be helping us create an entirely new network for the world&#8217;s money.<br \/> <strong>For everyone, everywhere.<\/strong><\/p>\n<p>More about <strong><a href=\"https:\/\/wise.jobs\/our-mission\" rel=\"nofollow ugc noopener\" target=\"_blank\">our mission<\/a><\/strong> and <strong><a href=\"https:\/\/wise.jobs\/what-we-offer\" rel=\"nofollow ugc noopener\" target=\"_blank\">what we offer<\/a><\/strong>.<\/p>\n<h2>Job Description<\/h2>\n<p>We&#8217;re looking for a highly motivated\u00a0<strong>Assets Customer Service Specialist<\/strong>\u00a0to 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,\u00a0<strong>with a specific focus on asset-related inquiries and transactions<\/strong>.<\/p>\n<p>Your Mission<\/p>\n<p>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.<\/p>\n<p><strong>Key Responsibilities<\/strong><\/p>\n<ul>\n<li>Provide high-quality support via\u00a0<strong>phone, chat, and email<\/strong>, with a strong focus on end-to-end resolution for customer issues.<\/li>\n<li>Resolve customer contacts and queries with sound judgment, empathy, and minimal escalation, particularly for issues related to assets, investments, and financial products.<\/li>\n<li>Meet performance targets across key metrics such as resolution rate, quality, and handling time.<\/li>\n<li>Demonstrate advanced product and process knowledge, with a strong understanding of financial instruments and regulations.<\/li>\n<li>Communicate clearly and professionally, adjusting your tone and style based on the customer\u2019s needs and context.<\/li>\n<li>Maintain accurate records using standardized case-handling processes, ensuring data integrity and compliance.<\/li>\n<li>Follow strict security and data privacy procedures across all channels.<\/li>\n<li>Proactively contribute to knowledge sharing, team discussions, and continuous improvement initiatives.<\/li>\n<li>Take ownership of your own learning and development, actively seeking feedback and coaching.<\/li>\n<\/ul>\n<h2>Qualifications<\/h2>\n<ul>\n<li>Your\u00a0<strong>verbal and written English skills are excellent.<\/strong><\/li>\n<li><strong>Self-starter<\/strong>\u00a0with the ability to work independently using knowledge resources.<\/li>\n<li>Proactive, solution-oriented, and possess an ownership mindset.<\/li>\n<li>You\u2019re\u00a0<strong>flexible and adaptable<\/strong>, open to working days, evenings and weekend shifts as well as public holidays.<\/li>\n<li>You\u2019re\u00a0<strong>cool under pressure taking charge in challenging situations<\/strong>\u00a0and keeping your composure if things get tense.<\/li>\n<li>You\u2019re\u00a0<strong>able to work in a fast-paced, ever-changing environment<\/strong>\u00a0\u2014 you understand that change is needed to both grow and learn but also work more efficiently.<\/li>\n<li><strong>You\u2019re a team-player<\/strong>\u00a0and understand that having a great working culture is everyone\u2019s responsibility. You treat everyone with respect and always give a helping hand, and you let our values guide you.<\/li>\n<\/ul>\n<p><strong>Licensing and Experience<\/strong><\/p>\n<ul>\n<li><strong>FINRA Series 7 license is required.<\/strong><\/li>\n<li>A minimum of\u00a0<strong>2<\/strong>\u00a0year of customer-facing experience, preferably in financial services, banking, or a contact center environment.<\/li>\n<\/ul>\n<h2>Additional Information<\/h2>\n<ul>\n<li><strong>Compensation:<\/strong>\u00a0The hourly pay for this position is $<strong>30 &#8211; $32.75 USD\/hr +\u00a0<\/strong>Stock package<\/li>\n<li><strong>Where You&#8217;ll Be:<\/strong>\u00a0We&#8217;re looking for someone to join our team in Austin, USA! It&#8217;s a hybrid role, so you&#8217;ll get to spend time with the team in the office. This isn&#8217;t a fully remote position, and we don&#8217;t have a relocation package for it.<\/li>\n<li><strong>Work Eligibility:<\/strong>\u00a0This role is for candidates who are already authorized to work in the US. Unfortunately, we can&#8217;t sponsor visas for this opportunity.<\/li>\n<li><strong>Click here to see the benefits we offer!<\/strong><\/li>\n<\/ul>\n<p>For everyone, everywhere. We&#8217;re people building money without borders \u2014 without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.<\/p>\n<p>We&#8217;re proud to have a truly international team, and we celebrate our differences.<br \/> 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.<\/p>\n<p>If you want to find out more about what it&#8217;s like to work at Wise visit\u00a0<a href=\"https:\/\/www.wise.jobs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Wise.Jobs<\/a>.<\/p>\n<p>Keep up to date with life at Wise by following us on\u00a0<a href=\"https:\/\/www.linkedin.com\/company\/1769571\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">LinkedIn<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.instagram.com\/wisecareers\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Instagram<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company Description Wise is a global technology company, building the best way to move and manage the world\u2019s money. Min fees. Max ease. Full speed. Whether people and businesses are&#8230;<\/p>\n","protected":false},"author":1,"featured_media":325082,"template":"","meta":{"_promoted":"","_job_location":"USA","_application":"https:\/\/jobicy.com\/jobs\/147132-financial-customer-service-specialist-requires-finra-series-7","_company_name":"Wise","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[179],"job-types":[16],"job_listing_tag":[205,206,171,207],"class_list":["post-325081","job_listing","type-job_listing","status-publish","has-post-thumbnail","hentry","job_listing_category-customer-support","job_listing_type-full-time","job_listing_tag-client-service","job_listing_tag-customer-help","job_listing_tag-customer-service","job_listing_tag-support-specialist","job-type-full-time"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Customer Service Specialist (Requires FINRA Series 7) - Land A Remote Job From Top Employers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.remotetribe.life\/remotejobs\/job\/financial-customer-service-specialist-requires-finra-series-7\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Customer Service Specialist (Requires FINRA Series 7) - Land A Remote Job From Top Employers\" \/>\n<meta property=\"og:description\" content=\"Company Description Wise is a global technology company, building the best way to move and manage the world\u2019s money. 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