Member Services Representative

CSI Group – Where Our People, Our Purpose, and Our Future Meet

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.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

The Member Services Representative will be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services.

You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services.

• Respond promptly to member inquiries via phone, email, and online chat.
• Assist members with tax-related questions, including general tax filing, refunds, and deductions.