What are the responsibilities and job description for the Member Services Representative position at CSI Group?
Join CSI Group – A Thriving Career Awaits You!
CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.
We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyone—not just the wealthy.
Through our one-stop-shop approach, we make high-quality financial services both affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.
Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!
Job Overview:
The Member Services Representative will be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services.
Key Responsibilities:
- Respond promptly to member inquiries via phone, email, and online chat.
- Assist members with tax-related questions, including general tax filing, refunds, and deductions.
- Provide support for financial services inquiries, such as account management, payments, and financial planning.
- Resolve member concerns efficiently, offering accurate information and appropriate solutions.
- Educate members on the company’s tax and financial products, services, and resources.
- Assist with the setup, updating, and troubleshooting of member accounts.
- Track and follow up on member issues to ensure timely resolution.
- Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support.
- Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members.
- Document member interactions and maintain detailed records in the CRM system.
- Participate in ongoing training to improve service delivery and product knowledge.
- Travel and overtime availability is required
Qualifications:
- High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus.
- 1 years of experience in customer service, preferably in the tax or financial services industry.
- Familiarity with tax filing processes, financial accounts, and investment services is preferred.
- Strong communication skills, both written and verbal.
- Proficiency in using CRM systems, Microsoft Office, and customer service software.
- Ability to handle multiple inquiries and work in a fast-paced environment.
- Problem-solving skills with attention to detail and accuracy.
- Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.
Salary : $20
