Wise

FinTech

VulnerableCustomerConsultant

$110–170k ~AI est. São Paulo, Brazil FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“Vulnerable Customer Consultant at Wise. Skills: Vulnerable customer support, Escalation handling, Customer experience improvement. Respond to escalations involving vulnerability. Educate escalators in a non-judgmental manner”

What You'll Achieve.

Resolve customer issues timely; Ensure proper servicing of customers; Ensure correct information for teams; Ensure individual compliance; Ensure team-wide alignment

Industry & Context.

FinTech
Problems you'll solve

Root cause analysis

What They're Looking For.

Must Have

Comprehensive knowledge of Wise products, Experience working with people with difficulties, Maintain composure, resilience, and boundaries, Represent and explain process details, Contribute to improving customer experience, Conduct thorough review on escalated cases, Provide feedback to teams, Assist with handling escalated contacts

Nice to Have

Bereavements handling experience

What You'll Do.

Respond to escalations involving vulnerability

Educate escalators in a non-judgmental manner

Monitor vulnerable customer profiles

Escalate vulnerable customer profiles

Identify emerging risks involving vulnerability

Report emerging risks

Handle high-risk escalations autonomously

Seek guidance on complex cases

Increase identification of vulnerable customers

Champion vulnerability in communications

Support Customer Support teams

Provide guidance on de-escalation

Provide constructive feedback

Review reports from escalating teams

Maintain system of reporting

Update system of reporting

Work with customers via email

Work with customers via phone

Recognise knowledge gaps

Proactively engage seniors for knowledge gaps

Contribute to team culture

Bring up new topics and insights

Point out suggestions for team improvements

Assist Team Lead with framework implementation

Assist Team Lead with framework maintenance

Assist Team Lead with information requests

Adhere to internal KPIs

Adhere to external KPIs

Prioritise work based on SLA age

Demonstrate resilience

Refer cases if resilience compromised

How You'll Work.

Team & Collaboration

Cooperate with Compliance; Cooperate with Vendor Management; Cooperate with Customer Support; Cooperate with Training; Cooperate with KM; Cooperate with CI

Communication Scope

Explain process details

Full Job 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. More about [our mission](https://wise.jobs/our-mission) and [what we offer](https://wise.jobs/what-we-offer). As a ECT Consultant (Vulnerable Customer Consultant), your mission is to help implement and enforce Wise’s vulnerability and accessibility strategy through specialising in our team’s focus areas (Product Knowledge, Regulatory Knowledge, Vulnerability Knowledge, and Accessibility). As a Vulnerable Customer Consultant, you’ll report directly to the Vulnerable Customer Lead and promote an inclusivity-first mentality globally, while cooperating with our internal Compliance, Vendor Management, and Customer Support teams, as well as the various support functions like Training, KM, CI and more. The Vulnerable Customer Consultant is a specialist position with comprehensive knowledge of the global offering of Wise products. You will have knowledge and experience of working with people with varying degrees of difficulties or personal hardship while being able to maintain composure, resilience, and boundaries. You will be able to represent and explain the details of processes no matter the audience and will be an impactful team player. You will contribute to improving the customer and Wiser experience by conducting thorough review on escalated cases and providing feedback to teams when things aren’t working out for our vulnerable customers through communicating the root cause of those issues. You will assist with handling a majority of the escalated contacts for the team, contributing to team initiatives when capacity allo

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