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The job in short
Customer support.
Customer supportCompliance
Details
- Found
- 5 d ago · posted 2026-10-23
- Location as listed
- US - Dallas, Texas, United States
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
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-5:00pm shift with flexibility to transition to evening support hours with adequate notice in the future.
Customer Service Representative jobs in Dallas, Texas · Customer Service Representative jobs in the United States