CSI Group · 1 month ago
Seasonal Member Services Representative
Wall Township, New Jersey, United States
Full-time
Onsite
Entry Level
$21.20/hr - $21.20/hr
1+ years expCSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. The Seasonal Member Services Representative will support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth experience during the 2025–2026 tax season.
Responsibilities
Respond promptly to member inquiries via phone, email, and online chat
Assist members with tax-related questions including general filing inquiries, refunds, deductions, and documentation needs
Support members with financial-services inquiries such as account management, payments, and financial-planning questions
Resolve member concerns accurately and efficiently, offering clear information and appropriate solutions
Educate members on CSI Group’s tax and financial products, services, and available resources
Assist with account setup, updates, access issues, and troubleshooting
Track, document, and follow up on member issues to ensure timely and complete resolution
Collaborate with internal teams (Tax Preparers, Lead Advisors, Associate Advisors, Operations, etc.) to provide detailed and accurate support
Maintain current knowledge of tax laws, financial-service offerings, and company policies
Document all member interactions and maintain accurate records within the CRM system
Participate in ongoing training to support knowledge development and service consistency
Qualification
Required
High school diploma or equivalent required
1+ years of customer service experience, ideally within tax preparation, financial services, or a related environment
Strong written and verbal communication skills
Proficiency with CRM systems, Microsoft Office, and customer-service software tools
Ability to manage multiple inquiries in a fast-paced, high-volume setting
Strong problem-solving skills, accuracy, and attention to detail
Demonstrated customer-service orientation with an empathetic, solutions-focused approach
Preferred
associate or bachelor's degree in accounting, finance, or a related field
Company
CSI Group
CSI Group | Simplifying Financial Security for America’s Middle Class.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase