CSI Group

Representative

• Respond to member inquiries via phone, email, and online chat
• Assist with tax-related questions, including general tax filing, refunds, and deductions
• Support financial services inquiries involving account management, payments, and financial planning
• Resolve member concerns with accurate information and appropriate solutions
• Educate members on tax and financial products, services, and resources
• Set up, update, and troubleshoot member accounts
• Track and follow up on member issues for timely resolution
• Collaborate with tax professionals and financial advisors
• Maintain current knowledge of tax laws, financial services, and company policies
• Document member interactions and maintain CRM records
• Participate in ongoing training

Member Services Representative

Financial Planning and Analysis

• Develop foundational knowledge of the firm's wealth management products and services
• Assist Financial Advisors in delivering consistent service to members, including managing inquiries when the Advisor is unavailable
• Support scheduling and coordination of the Financial Advisor's appointment calendar
• Provide administrative assistance with member interactions and order processing as licensure and experience allow
• Coordinate daily workflow and appointment management for assigned Financial Advisors
• Respond to member inquiries and escalate concerns appropriately
• Maintain awareness of current wealth management product offerings and updates
• Perform operational and administrative duties as assigned to support team efficiency

Member Services Representative

Financial Services Associate