Financial Services Representative, Assets (Requires FINRA Series 7)
for each section heading. Only include sections where there is real specific content. Must preserve all substantive info. Remove boilerplate etc.
We need to parse the posting.
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."
Job Description: "More about our mission and what we offer. 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: list bullet points.
Qualifications: list bullet points.
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: includes compensation, location, work eligibility, resume note, benefits link, diversity statement.
We need sections: About the role (maybe combine company description + job description + your mission?). Responsibilities (key responsibilities). Requirements (maybe licensing and experience). Qualifications (the list of personal attributes). Skills? Not explicitly listed; maybe we can infer from qualifications but we should not invent. Benefits: there is a link "Click here to see the benefits we offer!" but no specifics given; we cannot include Benefits section unless posting actually states them. It only says click here to see benefits, but not listing them. So we should not create Benefits section. Pay: there is compensation: "The hourly pay for this position is $27 - $31 USD." So we can include Pay section. Schedule: mentions flexible: "You’re flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays." Also hybrid role: "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." So schedule info exists: days, evenings, weekends, holidays, hybrid. So we can include Schedule section.
We need to avoid repeating job title as heading. Also no Job ID etc.
We need to output only HTML fragment, no /, no markdown fences.
We need to use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes some diversity statement and benefits link; we need to keep diversity statement? It's not boilerplate? It's about inclusive teams; might be considered EEO? It's about diversity, equity, inclusion. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The diversity statement might be considered EEO? It's about inclusive teams; but it's not a standard EEO statement; it's more about culture. Might be okay to keep? Safer to remove? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate". The diversity statement is about inclusive teams, could be considered EEO-related. I'd remove it to be safe. Also remove "Click here to see the benefits we offer!" as it's just a link without details; but we might keep as part of Additional Information? It's not substantive benefit detail. Probably remove.
We need to keep compensation, location, work eligibility, resume note? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include minor metadata like location, work eligibility, resume note in a short
maybe under a section like "Additional Information"? But we don't have a heading for Additional Information unless we create one; but we only create headings for specified sections. We could fold minor metadata into a short
under maybe About the role or at end. But we need to preserve all substantive information. Location, work eligibility, resume note are substantive? They are details about the role. We could include them in a
under About the role or maybe under a generic "Details" but we shouldn't create a heading not in list. So we can embed them in a paragraph after the About the role section.
Thus structure:
About the role
Company description + job description + mission.
Responsibilities
- ...
Requirements
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.
Qualifications
- ...
Pay
The hourly pay for this position is $27 - $31 USD.
Schedule
You’re flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays. This is a hybrid role based in Austin, USA; you’ll spend time in the office and it is not fully remote. No relocation package is provided. Candidates must be already authorized to work in the US; visa sponsorship is not available. Please submit your resume in English.
We need to ensure we didn't miss any substantive info: The "Your Mission" paragraph we included in About the role. Also "More about our mission and what we offer." and "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." All included.
Check responsibilities list: Provided in posting:
- 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.
We need to preserve all.
Qualifications list:
- 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.
Note that some of these overlap with schedule (flexible). But we keep them in Qualifications.
We need to ensure we don't duplicate content. The flexible schedule appears both in Qualifications and Schedule section; but we can keep both as they are distinct: Qualifications includes personal attribute; Schedule includes work schedule details. It's okay.
We must not include any boilerplate like "Click here to see the benefits we offer!" etc.
We need to output only HTML fragment.
Let's craft.
Be careful to escape any special characters? Not needed.
We'll produce:
About the role
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. 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. 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.
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.
Requirements
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.
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.
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes some diversity statement and benefits link; we need to keep diversity statement? It's not boilerplate? It's about inclusive teams; might be considered EEO? It's about diversity, equity, inclusion. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The diversity statement might be considered EEO? It's about inclusive teams; but it's not a standard EEO statement; it's more about culture. Might be okay to keep? Safer to remove? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate". The diversity statement is about inclusive teams, could be considered EEO-related. I'd remove it to be safe. Also remove "Click here to see the benefits we offer!" as it's just a link without details; but we might keep as part of Additional Information? It's not substantive benefit detail. Probably remove. We need to keep compensation, location, work eligibility, resume note? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include minor metadata like location, work eligibility, resume note in a short
maybe under a section like "Additional Information"? But we don't have a heading for Additional Information unless we create one; but we only create headings for specified sections. We could fold minor metadata into a short
under maybe About the role or at end. But we need to preserve all substantive information. Location, work eligibility, resume note are substantive? They are details about the role. We could include them in a
under About the role or maybe under a generic "Details" but we shouldn't create a heading not in list. So we can embed them in a paragraph after the About the role section. Thus structure:
About the role
Company description + job description + mission.
Responsibilities
- ...
Requirements
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.
Qualifications
- ...
Pay
The hourly pay for this position is $27 - $31 USD.
Schedule
You’re flexible and adaptable, open to working days, evenings and weekend shifts as well as public holidays. This is a hybrid role based in Austin, USA; you’ll spend time in the office and it is not fully remote. No relocation package is provided. Candidates must be already authorized to work in the US; visa sponsorship is not available. Please submit your resume in English.
We need to ensure we didn't miss any substantive info: The "Your Mission" paragraph we included in About the role. Also "More about our mission and what we offer." and "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." All included. Check responsibilities list: Provided in posting: - 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. We need to preserve all. Qualifications list: - 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. Note that some of these overlap with schedule (flexible). But we keep them in Qualifications. We need to ensure we don't duplicate content. The flexible schedule appears both in Qualifications and Schedule section; but we can keep both as they are distinct: Qualifications includes personal attribute; Schedule includes work schedule details. It's okay. We must not include any boilerplate like "Click here to see the benefits we offer!" etc. We need to output only HTML fragment. Let's craft. Be careful to escape any special characters? Not needed. We'll produce:About the role
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. 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. 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.
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.
Requirements
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.
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.