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For Companies At a Glance
- Tasks: Help customers optimise their finances and achieve significant savings through personalised support.
- Company: Join an innovative fintech startup transforming financial well-being.
- Benefits: Competitive salary, performance bonuses, stock options, and hybrid working.
- Why this job: Make a real difference in people's lives by empowering them financially.
- Qualifications: Strong empathy, relationship-building skills, and resourcefulness required.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 24000 - 36000 £ per year.
We're building an innovative fintech startup designed to help people escape the stress of living paycheque to paycheque. By offering a "done-for-you" financial concierge service, we optimise every area of customers' financial lives—from negotiating better rates on insurance and loans, restructuring debts, and finding discounts on daily expenses like eating out and dog food, to intelligently managing credit and mortgages. Our goal is simple yet transformative: to return 20% or more of our customers' income directly back into their pockets each year, enabling financial security, stability, and freedom without requiring significant lifestyle sacrifices.
Location: Hybrid working (3-4 days in office), currently in the middle of an office move. Office will remain Central London, likely around Waterloo.
About the Role
As a Financial Concierge, you are central to delivering our transformative financial concierge service. You will serve as both a meticulous researcher and an empathetic relationship manager, guiding customers through optimising their financial decisions. You'll personally facilitate significant savings, empowering customers to reach their financial goals and improve their lives tangibly and immediately.
Key Attributes We Seek:
- Customer Empathy: Deep, genuine care for understanding and meeting customer needs.
- Relationship Building: Excellent ability to foster trust and strong relationships with customers.
- Resourcefulness: Self-driven capacity to independently research, analyse, and find actionable solutions.
- Proactivity (High Agency): Ability and eagerness to take initiative, think creatively, and independently pursue the best outcomes for customers.
Core Responsibilities:
- Research & Servicing Process:
- Customer Acquisition: Engage prospective customers through both cold and warm outreach.
- Personalised Onboarding: Clearly introduce our service via personalised communications (email, text, or video calls), persuading prospects to experience the Stealth Startup difference.
- Client Setup: Guide new customers through initial communications setup (WhatsApp group transitioning to proprietary chat app) and manage secure collection of essential financial data.
- Comprehensive Analysis: Thoroughly analyse each customer's financial information, extracting insights tailored specifically to their financial situation, goals, and unique life context.
- Market Research: Investigate and identify optimal financial products and services (e.g., insurance, credit cards, loans, utilities) to secure significant savings based on customer-specific criteria.
- Presentation & Execution: Clearly present personalised financial solutions, highlighting tangible benefits and savings. Facilitate or directly execute recommendations (negotiations, applications, etc.) for customers.
- Ongoing Optimisation: Continuously monitor customer circumstances and market developments, proactively updating recommendations to maintain and maximise ongoing savings and value.
- Savings Measurement & Billing: Verify and measure customer savings, transparently billing customers at 10% of realised savings, ensuring accuracy and trust.
- Actively leverage advanced AI tools and internal platforms (e.g., GPT, Claude, Operator, Bolt) to enhance research accuracy, depth, and operational efficiency.
The Concierge Experience:
Beyond financial optimisation, you'll provide a personalised, empathetic, and supportive experience. You will be a trusted partner to customers navigating sensitive financial decisions, creating memorable moments of delight through attentive, personalised service.
Compensation
Base Salary: £30,000 per annum. Performance Bonus Maximum achievable bonus capped at £110,000. Annual base salary growth of at least 20%. Stock options eligibility after one year of employment.
Join us at Stealth Startup and play a vital role in fundamentally transforming people's financial well-being, giving them greater control, security, and the freedom to focus on what truly matters in their lives.
Seniority level: Entry level
Employment type: Full-time
Industries: Technology, Information and Internet
Customer Service Representative in London employer: Stealth Startup
Contact Detail:
Stealth Startup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative in London
✨Tip Number 1
Get to know the company inside out! Research their mission, values, and recent news. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even referrals that boost your chances.
✨Tip Number 3
Practice your pitch! Prepare a brief introduction about yourself that highlights your skills and experiences relevant to the role. This will help you make a strong first impression.
✨Tip Number 4
Don’t forget to follow up! After interviews, send a thank-you email expressing your appreciation and reiterating your enthusiasm for the role. It keeps you fresh in their minds!
We think you need these skills to ace Customer Service Representative in London
Some tips for your application 🫡
Show Your Customer Empathy: When writing your application, make sure to highlight your genuine care for understanding and meeting customer needs. Share examples of how you've built strong relationships in the past—this will resonate with us!
Be Resourceful: We love a self-driven candidate! In your application, mention times when you’ve independently researched or found creative solutions to problems. This shows us you have the resourcefulness we’re looking for.
Personalise Your Approach: Just like our service, your application should feel personalised. Tailor your cover letter and CV to reflect how your skills align with our mission of transforming financial lives. It’ll make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re proactive and eager to join our team!
How to prepare for a job interview at Stealth Startup
✨Understand the Company and Its Mission
Before your interview, take some time to research the fintech startup and its mission to help customers escape the stress of living paycheque to paycheque. Familiarise yourself with their services and how they aim to optimise financial lives. This will show your genuine interest and help you connect your skills to their goals.
✨Showcase Your Customer Empathy
As a Customer Service Representative, demonstrating customer empathy is crucial. Prepare examples from your past experiences where you've successfully understood and met customer needs. Highlight how you built trust and relationships, as this aligns perfectly with what the company values.
✨Be Ready to Discuss Problem-Solving Skills
The role requires resourcefulness and proactivity. Think of specific instances where you’ve independently researched and found solutions to problems. Be prepared to discuss how you can apply these skills to help customers optimise their financial decisions.
✨Practice Personalised Communication
Since you'll be engaging with customers through various channels, practice how you would introduce the service in a personalised manner. Role-play scenarios where you explain complex financial concepts simply and clearly, ensuring you convey empathy and support throughout the conversation.
