Customer Support

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

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.