Customer Support·Confirmed live in the last 24 hours·
Full-timeDallas, TX, USANo salary listedHybrid
About the Job
Requirements
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 judgment to de-escalate and explain technical or financial concepts in plain language.
Attention to detail in a regulated environment where accuracy matters.
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.
Ability to commit to an 8:00 a.m.–4:00 p.m. or 9:00 a.m.–5:00 p.m. day shift.
Responsibilities
Serve as a frontline point of contact for securities account holders across chat, email, and phone.
Provide support for account inquiries, deposits and withdrawals, statements, and other general account servicing topics.
Identify, flag, and escalate potential fraud, security, or compliance-relevant issues according to 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.
Desired Qualifications
Licensing such as Series 7 or Series 99 is preferred.
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 escalate 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-4:00pm/ 9:00 am - 5:00pm day shift