Financial Customer Service Specialist (Requires FINRA Series 7)
External
Wise · Austin, TXFull-timeOn-site2d ago
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About the role
Serve as primary contact for asset-related customer inquiries via phone, chat, and email. Resolve complex financial issues with empathy, maintain accurate records, follow security/privacy procedures, meet performance metrics, and contribute to team knowledge and continuous improvement.
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Company Intel
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