Customer Experience Specialist (Financial Advisor), Longbridge Cafe-SG

Longport Technology HK Limited; Singapore; On-site; SGD 42,000 - 62,000; Full time

Job summary

Longbridge Café-SG in Singapore is seeking a Customer Experience Specialist (Financial Advisor) to welcome customers, onboard them to the platform, and guide them through product features in a lifestyle-oriented setting.

You will collaborate with baristas and store teams, delivering friendly service, and helping grow user adoption while ensuring compliance with policy that no investment advice is given.

Qualifications

• 1-3 years of customer-facing experience in financial services, retail, hospitality, or banking.
• Proven track record in client communication and service delivery.
• Experience collaborating across departments in fast-paced environments.

Responsibilities

• Assist customers with onboarding, account setup, deposits, and platform navigation.
• Guide customers toward Longbridge products and features, without giving investment advice.
• Deliver exceptional service and maintain high client satisfaction.
• Collaborate with Café/Barista team and store management to drive growth and user adoption.
• Support in-store marketing campaigns and events.
• Help host community events and orientation content.

Skills

Customer-centric mindset

Interpersonal excellence

Cultural fit

Education

Bachelor's degree or above

Job description

Customer Experience Specialist (Financial Advisor), Longbridge Cafe-SG

Job Description

About Us

Longbridge Café is Asia's pioneering "Investing + Lifestyle" store, redefining traditional brokerages. Through specialty coffee, community events, and financial talks, it seamlessly integrates investing into everyday life for a new generation of modern investors.

Role Summary

As a Customer Experience Specialist at the Longbridge Café flagship store, you will provide warm, professional customer engagement and hands-on operational support, helping customers navigate and get comfortable with Longbridge's suite of financial products and services. Your goal is to build high-trust relationships, help customers get the most out of the platform, and drive business growth. You will act as the friendly, knowledgeable face within the café, delivering seamless onboarding support in a welcoming, lifestyle-oriented environment.

Key Responsibilities

• Customer Onboarding & Platform Support
  • Assist customers face-to-face with functional tasks, including registration, account opening, fund deposits, and platform navigation
  • Engage with customers to understand their general interests and guide them toward relevant Longbridge products and features (this role does not provide investment advice or recommend specific securities)
• Relationship Management & Engagement
  • Deliver exceptional customer service, resolving inquiries related to both the in-store experience and platform usage
  • Foster long-term client loyalty through consistent follow-ups, helping customers discover more of what Longbridge offers
  • Create a professional yet approachable service experience that aligns with the café's unique atmosphere
• Business Growth & Performance Management
  • Achieve and exceed individual and team-based targets and KPIs (e.g. new account openings, customer engagement)
  • Participate in regular performance reviews and contribute to strategies for service improvement
  • Cross-Functional Collaboration
    • Work closely with the Café/Barista team to ensure a smooth transition for guests from "coffee drinkers" to "platform users"
    • Collaborate with the Store Manager and operations team to drive overall store success, focusing on user growth and high satisfaction scores
    • Support in-store marketing campaigns and events to increase brand and product visibility
  • Community Events & Brand Engagement
    • Support and help host community events and in-store activations that introduce visitors to the Longbridge ecosystem
    • Assist with general orientation content (e.g. how to use the app, platform features) - not personal finance or investment strategy guidance, which remains the responsibility of licensed staff

  Requirements

  • Experience
    • 1-3 years of experience in a customer-facing role, ideally within financial services, retail, hospitality, or banking
    • Proven track record in client communication and service delivery, with the ability to engage confidently with a diverse customer base
    • Experience in cross-departmental collaboration within a fast-paced environment
  • Skills & Competencies
    • Customer-Centric Mindset: Attentive to customer needs with a talent for tailoring the service experience accordingly
    • Interpersonal Excellence: Able to build trust quickly with individuals from diverse backgrounds
    • Cultural Fit: A passion for community engagement and the ability to thrive in a "casual-professional" environment (non-traditional banking)
  • Education & Certifications
    • Bachelor's degree or above, preferably in Finance, Economics, Business Administration, or a related field
  • Other Requirements
    • Flexibility to work shifts, including weekends and public holidays, in accordance with store operating hours
    • A strong team player who contributes to a harmonious and high-performing work culture