Customer Service Adviser

Chester, UK /
Customer Service /
Full - time
Over the last 16 years, we have helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products.

From travel money to transfers, currency hedging, to expense management, we are focused on a single goal of making it easy for our customers to manage and move their money.

As a business, we are committed to delivering value to our customers through the combination of advanced payments technology and personal expert service.

Role Missions

To provide a professional and effective service to customers dealing with all matters in a prompt and efficient manner and ensuring that the needs of the customer are met.


    • To deal with day-to-day customer queries
    • To respond to incoming calls & emails promptly
    • To respond to secure messaging in a prompt and professional manner.
    • To receive and respond courteously and efficiently to all customer enquiries.
    • To ensure that all targets are adhered to.
    • To accurately record and enter data into computer systems
    • To promote the cross sell of company products, mainly over the telephone to ensure that product knowledge is kept updated.
    • To be conversant with the terms of business of the company
    • To help and support customers in understanding terms, conditions, and procedures.
    • To ensure that all objectives are met.
    • To undertake other associated duties in relation to the provision of customer requests
    • To record and resolve any customer issues, concerns or complaints reporting them, as appropriate, to management
    • To attend training courses and meetings as required
    • To undertake any other reasonable duties that may be required from time to time by your Team Manager

Skills & Abilities

    • Excellent customer service skills and the ability to develop and maintain business relationships with potential and existing customers Knowledge and practical experience of MS Office (Word, Excel and Outlook)
    • Good organisational and time management skills
    • Excellent telephone manner
    • Good communication and interpersonal skills
    • The ability to work as part of a team.
    • Numeracy and literacy skills

Previous Experience

    • Previous relevant experience in a customer services/financial services environment desirable
If you would like to learn more about a day in the life of our customer service team please click here where you can see a taste of it.

Our investment in you

We aim to be a people-first business. We welcome people into the Equals group and desire to grow and develop our talented teams. 

Our people are part of one group; we believe in teamwork and celebrating our successes. We live our values of ‘Succeed Together’, ‘Be the Customer, ‘Make it Happen’ and ‘Go Beyond’. 

We believe in empowering conversations; that’s why we’ve invested in our managers and teams to ensure we bring out the best in each other. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support. 

You will join an environment that encourages learning and knowledge sharing. Our managers and leaders will guide you to realise your ambitions.

•A competitive salary benchmarked against a peer group which will be reviewed annually
•Contributory pension
•Life assurance
•Health insurance through BUPA
•Our Employee Assistance Programme offers a 24/7 confidential advice line for health, bereavement and other areas of support
•25 days holiday per year + your birthday off
•We are members of the cycle to work scheme
•We offer Season Ticket Loans
•Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere
•Interbank currency rates on travel money and international transfers
•Opportunities for progression, development and learning new skills.