Brokerage Support Specialist (Fintech/Compliance)

Longbridge Group; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Longbridge is seeking a Customer Support professional to act as the frontline contact for securities account holders across chat, email, and phone, assisting with deposits, withdrawals, and statements in a regulated fintech environment.

You will identify fraud indicators, contribute to knowledge base and SOPs, and support onboarding of new hires while communicating complex financial concepts clearly and accurately.

Qualifications

• Prior customer support experience in fintech or regulated financial services.
• Basic knowledge of securities and crypto markets.
• Comfort with structured, compliance-driven procedures.
• Strong written and verbal communication; ability to explain complex concepts clearly.

Responsibilities

• Serve as frontline contact for securities account holders across chat, email, and phone.
• Assists with deposits/withdrawals, statements, and general account servicing topics.
• Identify, flag, and escalate potential fraud, security, or compliance issues per internal procedures.
• Contribute to and maintain knowledge base articles, procedures, and SOPs.
• Support onboarding and training of future hires as the team grows.

Skills

Customer support experience

Securities & crypto knowledge

Compliance procedures

Communication skills

Attention to detail

Licensing (Series 7/99)

Independent work

Fraud escalation

Shift flexibility

Job description

Longbridge is seeking a Customer Support professional to act as the frontline contact for securities account holders across chat, email, and phone, assisting with deposits, withdrawals, and statements in a regulated fintech environment.

You will identify fraud indicators, contribute to knowledge base and SOPs, and support onboarding of new hires while communicating complex financial concepts clearly and accurately.