Financial Services Representative, Assets (Requires FINRA Series 7)

Wise Financial Services Representative, Assets (Requires FINRA Series 7) 5 Hours AgoSaved Hybrid Austin, TX, USA 27-31 Hourly Junior 27-31 Hourly JuniorFintech • Mobile • Payments • Software • Financial ServicesProvide phone, chat, and email support for customers with asset, investment, and financial product inquiries. Resolve complex issues with empathy, sound judgment, and minimal escalation while meeting performance targets. Maintain accurate records, follow security and privacy procedures, apply knowledge of financial instruments and regulations, and contribute to knowledge sharing and process improvement. The role requires flexibility for varied shifts, including weekends and public holidays.Top Skills: Finra Series 7