Customer Support Analyst Job at Longbridge, Dallas, TX

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  • Longbridge
  • Dallas, TX

Job Description

About Us

Longbridge is a fast-growing online brokerage platform on a mission to make investing smarter, simpler, and more accessible for everyone. We combine technology, data, and financial expertise to deliver a modern investing experience to retail investors.

About the Role

Join Longbridge’s U.S. team and help shape a best-in-class customer experience for retail investors. As a Customer Support Analyst, you will be on the front lines of our brokerage platform—supporting customers and ensuring operational excellence.

This is an ideal opportunity for early-career professionals (1–3 years of experience) looking to build a long-term career in fintech, brokerage operations, or financial services. You’ll gain hands-on exposure to trading workflows, account onboarding, and regulatory processes while working cross-functionally with our Operations, Compliance, and Product teams.

We’re looking for someone who is customer focused, detail-oriented, and energized by fast-paced environments.

Key Responsibilities:

Customer Experience & Brokerage Support

  • Deliver timely, accurate, and professional responses to customer inquiries via Zendesk (email, chat, and phone).
  • Triage and resolve tickets related to account opening, funding (ACH/wires), trade status, and platform navigation.
  • Meet and exceed SLAs and quality standards to ensure a consistently high customer experience.
  • Escalate complex trading, compliance, regulatory, and technical issues to appropriate internal stakeholders.
  • Serve as a trusted resource for customers navigating brokerage and trading-related questions.

Operations & Compliance Support

  • Ensure accuracy and completeness in documentation and customer records.
  • Maintain strict adherence to regulatory and internal policy standards.

Knowledge & Process Improvement

  • Contribute to the development and maintenance of internal knowledge bases and support documentation.
  • Promote knowledge-sharing across teams to improve resolution efficiency.
  • Identify process gaps and recommend improvements to enhance scalability and customer satisfaction.

Requirements:

  • 1–3 years of experience in financial services, fintech, or customer support.
  • Excellent written and verbal communication skills with a strong customer-first mindset.
  • High attention to detail and strong organizational skills.
  • Ability to quickly learn brokerage terminology, trading concepts, and operational workflows.
  • Process-driven, adaptable, and comfortable working in a fast-paced environment.
  • Professional demeanor when handling customer-facing interactions.

Nice to Have:

  • Experience using Zendesk or similar ticketing/customer service systems.
  • Exposure to brokerage operations, trading environments, or financial regulations.
  • Familiarity with KYC/AML processes or account onboarding workflows.

Job Tags

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