Member Services Representative- Seasonal

Job Description

Job Description

Salary : $21.20

About CSI Group

CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful : to simplify financial security and remove uncertainty for Americas middle class.

OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone - stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture.

AtCSIGroup,welivebyourCAPTAGvalues : Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset.

These values arent just words, they shape how we work, how we serve, and how we grow together.

Member Services Representative

(Seasonal) From Jan 2026 to April 2026

Job Overview

The Seasonal Member Services Representative plays a key role in delivering an exceptional experience for the middle-class families we serve during our busiest time of year. In this role, youll support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth, accurate, and supportive experience throughout the 20252026 tax season.

This position requires strong communication, attention to detail, and a service-first mindset, with availability for overtime and occasional travel as needed.

Key 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 Groups 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.

Qualifications