Customer Support

Longbridge; Dallas (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

Longbridge is building a next-generation AI investing app designed to help everyday investors learn, build confidence, and take action. The Customer Support - Brokerage role serves as the frontline for securities account holders across chat, email, and phone, addressing deposits/withdrawals, statements, and general account servicing.

You will identify potential fraud or compliance issues, contribute to knowledge base, and help onboard new hires as the team scales in a startup, regulated setting.

Qualifications

• Experience in customer support, ideally in fintech or regulated financial services.
• Basic knowledge of securities or crypto markets preferred.
• Comfort following structured, compliance-driven procedures.
• Ability to de-escalate and explain financial concepts clearly.
• Attention to detail in a regulated environment.
• Licensing such as Series 7 or 99 is a plus.

Responsibilities

• Serve as a frontline point of contact for securities account holders across chat, email, and phone
• Provides support for account inquires, deposits/withdrawals, statements, and other general account servicing topics
• Identity, flag, and elevate potential fraud, security, or compliance-relevant issues per internal procedures
• Contribute to and help maintain the team's knowledge base articles, desktop procedures, and standard operating procedures.
• Support the onboarding and training of future hires as the team continues to grow

Skills

Customer support

Fintech knowledge

Communication skills

Regulatory awareness

Fraud awareness

Job description

Customer Support - Brokerage
About Us

Customer Support - Brokerage
About Us
Longbridge is building a next-generation AI investing app designed to help everyday investors learn, build confidence, and take action. As investing behavior shifts toward mobile-first experiences and AI changes how people interact with financial products, we’re building an experience that’s simpler, more intuitive, and grounded in trust. We’re a fast-moving, high-ownership team operating in a highly regulated environment. We care deeply about customer outcomes, clarity, and execution quality—and we measure what matters.
Job Responsibilities:

• Serve as a frontline point of contact for securities account holders across chat, email, and phone
• Provides support for account inquires, deposits/withdrawals, statements, and other general account servicing topics
• Identity, flag, and elevate potential fraud, security, or compliance-relevant issues per internal procedures
• Contribute to and help maintain the team's knowledge base articles, desktop procedures, and standard operating procedures.
• Support the onboarding and training of future hires as the team continues to grow

Key Qualifications:

• Prior customer support experience, ideally in fintech, brokerage, crypto, or another regulated financial services environment
• Basic knowledge of Securities and Crypto markets
• Comfort working within structured, compliance-driven procedures
• Strong written and verbal communication skills, with the judgement to de-escalate and explain technical or financial concepts in plain language
• Attention to detail - this role sits inside a regulated environment where accuracy matters
• Licensing is preferred such as a series 7 or series 99
• Ability to work independently on a lean team in a startup environment
• Ability to recognize red flags for fraud or security issues and follow escalation procedures
• Able to commit to 8:00am-5:00pm shift with flexibility to transition to evening support hours with adequate notice in the future.