Member Services Representative- Seasonal

Member Services Representative (Seasonal)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 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 ResponsibilitiesRespond 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. QualificationsHigh 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.