Customer Support

Longbridge Group • Dallas, TX

5d

About The Position

Longbridge is building a next-generation AI investing app to help everyday investors learn, build confidence, and take action. The company is a fast-moving, high-ownership team operating in a highly regulated environment, with a focus on customer outcomes, clarity, execution quality, and measurable results.

The Customer Support role serves as a frontline point of contact for securities account holders through chat, email, and phone. It provides support for account inquiries, deposits and withdrawals, statements, and other general account servicing topics. The role also identifies and escalates potential fraud, security, or compliance-related issues according to internal procedures; contributes to the team's knowledge base and operating procedures; and supports onboarding and training as the team grows.

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, including judgment to de-escalate and explain technical or financial concepts in plain language.
• Attention to detail and accuracy in a regulated environment.
• 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 an 8:00 a.m.–5:00 p.m. shift, with flexibility to transition to evening support hours with adequate notice in the future.

Nice To Haves

• Securities licensing, such as Series 7 or Series 99.

Responsibilities

• Serve as a frontline point of contact for securities account holders across chat, email, and phone.
• Support account inquiries, deposits and withdrawals, statements, and other general account servicing topics.
• Identify, flag, and escalate potential fraud, security, or compliance-related issues according to internal procedures.
• Contribute to and help maintain knowledge base articles, desktop procedures, and standard operating procedures.
• Support onboarding and training of future hires as the team grows.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed