Assets Customer Service Lead (Requires Finra Series 7)

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.

More about our mission and what we offer.

Wise is a global technology company, building the best way to move and manage the
world’s money. Whether people or businesses are sending money to another country,
spending abroad, or making and receiving international payments. Wise is on a
mission to make their life easier and save them money.

It is the primary duty of the Customer Support Team Lead (Financial) to ensure that
expectations are clearly set and that members of the team are highly engaged,
motivated, armed with all necessary equipment and software, have opportunities to
contribute to tactics and strategy, and opportunities to learn and grow.

Ensure that customer service is maintained by:

• Collaborating with other departments and leads to ensure customer objectives are met
• Ensuring that your team has the required resources, training and knowledge to use them effectively to be able to resolve issues independently in a timely manner
• Ensuring a high level of customer focus (internally and externally) with due care and attention to customer priority issues and appropriate levels of customer communications
• Maintain a high level of communications within the team internally and externally
• Developing and maintaining customer satisfaction measurement metrics
• Defining and implementing the procedures and policies to ensure that high-quality service is delivered to customers (both internal and external) and adherence to strict SLA’s
• Seeking and providing positive and constructive feedback frequently on all levels

• Active FINRA Series 7 license (this is a requirement).
• Previous customer service experience at a broker-dealer or other financial institution.
• Demonstrated ability to coach and lead team members to achieve high performance.
• You're experienced. You’ve got a proven track record as a people leader in Customer Service, or a customer-facing Operations team - this is a requirement (must have previous direct reports)

Preferred Qualifications: 

• A team-builder, you will work alongside your teams to develop them and ensure business needs are met. This involves continuous improvement and simplification of procedures and processes at all levels, as well as building strong relationships with internal stakeholders across various teams.
• We’re looking for genuine people who work hard and love helping others, so if that sounds like you, tell us why you’re a great fit!

• RSU's in a rapidly growing company

• $69,500-$80,000 annual salary depending on experience. 

• An annual self-development budget

• Medical, dental, & vision insurance – including HSA and FSA options

• Company-paid: Life Insurance, Short & Long-Term Disability, and an EAP program

• Flexible working model – a mix of working from home and from the office

• Relocation expenses covered

• 25 days PTO, 15 sick days, 11 holidays, 5 compassionate leave days, 3 paid “Me” days and a paid volunteer day, annually

• A paid 6-week sabbatical leave after four years

• 18-weeks of paid parental leave, after a year with us

• 401k with up to a 4% employer match

• 2025 Austin BuiltIn Best Award winner for Best Places to Work and Best Large Places to Work

For everyone, everywhere. We're people building money without borders  — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
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.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

Keep up to date with life at Wise by following us on LinkedIn and Instagram.