Member Services Representative- Seasonal

About CSI Group

CSI Group is a leading financial services firm transforming how America’s 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 America’s middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t 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, you’ll support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth, accurate, and supportive experience throughout the 2025–2026 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 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.

Qualifications

High school diploma or equivalent required, associate or bachelor’s degree in accounting, finance, or a related field preferred.

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.