Member Services Representative- Seasonal

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.