Member Services Representative

CSI Group is a fast growing, family owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path.

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