Customer Service Representative

4 weeks ago

Farmingdale, United States CSI Group LLP Full time
Join CSI Group - A Thriving Career Awaits You

CSI Group is a dynamic and rapidly growing company headquartered in Wall, NJ, with over 20 locations across New Jersey and New York. As a family-owned business, we pride ourselves on delivering personalized services to individuals and families, specializing in Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Will & Estate Planning, and Retirement and Financial Planning.

Our commitment to excellence has made CSI Group a recognized and trusted name in New Jersey. With an aggressive expansion strategy and a rapidly growing market presence, we are on the path to becoming a dominant force in our industry. We are passionate about nurturing career-minded individuals who thrive in fast-paced, growth-oriented environments. Our culture is built on promoting from within, offering a clear pathway to success for motivated team members. Whether you're just starting your career or looking to take it to the next level, CSI Group provides the support, development, and opportunities you need to excel.

Be part of a team that values your contributions and invests in your growth

Job Summary

The Customer Service Representative answers high level of incoming calls and supports customers by providing helpful information, answering questions, and responding to complaints. The CSR is the front line of support for clients and customers, and they help ensure that customers are satisfied with our services.

Essential Duties and Responsibilities:

  • Answer phones and handle all basic inquiries (refunds, location/directions, updating clients' contact info, documents still needed, etc)
  • Work as a team to ensure that the front desk is always supervised
  • Set up conference calls and/or appointments for CPAs
  • Take and process all types of payments over the phone from clients
  • Maintaining a positive, empathetic, and professional attitude toward customers at all times.
  • Responding promptly to customer inquiries.
  • Acknowledging and resolving customer complaints.
  • Knowing our services inside and out so that you can answer questions.
  • Updating client notes of customer interactions, transactions, comments, and complaints.
  • Communicating and coordinating with colleagues and CSR Manager as necessary.
  • Providing feedback on the efficiency of the customer service process.
  • Ensure customer satisfaction and provide professional customer support.
  • Complete additional admin

Qualifications:

  • High school diploma.
  • 1+ years experience in a relevant field.
  • Ability to stay calm when customers are stressed or upset.
  • Comfortable using computers.
  • Experience working with customer support.
  • Good command of English.
  • Excellent knowledge of MS Office Word and Excel.
  • Strong interpersonal and communication skills.
  • Ability to concentrate for lengthy periods and perform accurately with adequate speed.
  • Availability to work overtime is required

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Supervisor.

***Competitive compensation in addition to a full range of medical, financial, and/or other benefits.

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