Lead Customer Service Representative

7 days 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 Lead Customer Service Representative oversees a team of Customer Service Representatives (CSRs) and provides top-notch customer support, handling customer inquiries and escalations. In this role, the Lead CSR is responsible for ensuring high-quality service and smooth operation of the front-line team by offering guidance, coordinating workflows, and fostering a positive, customer-centric environment.

Essential Duties and Responsibilities:
  • Supervision & Support: Serve as a first point of contact for the Customer Service team, providing guidance on handling inquiries, escalations, and complex customer issues.
  • Customer Interaction: Address high-level and complex customer inquiries; answer phone calls, update client contact information, and assist with other high-priority support requests.
  • Front Desk Management: Collaborate with team members to ensure that the front desk is always supervised and efficiently managed.
  • Scheduling: Organize conference calls and appointments for Advisors as requested.
  • Payment Processing: Manage payment processing for client accounts over the phone, maintaining accuracy and confidentiality.
  • Customer Relations: Maintain a professional and empathetic demeanor toward customers, ensuring satisfaction and resolving complaints.
  • Knowledge & Training: Have an in-depth understanding of company services and policies to effectively answer customer questions and support team training.
  • Documentation: Keep accurate, updated client notes detailing customer interactions, transactions, comments, and complaints.
  • Team Coordination: Act as a liaison between the CSR team, Advisors, and the Leadership Team, facilitating communication and addressing team needs.
  • Process Improvement: Provide feedback to management on the efficiency of customer service processes, suggesting improvements as needed.
  • Administrative Tasks: Complete additional administrative tasks to support the smooth operation of the customer service department.

Qualifications:
  • Education: High school diploma required; Bachelor's degree preferred or equivalent work experience.
  • Experience: 2 plus years of experience in customer service, with a demonstrated ability to handle complex inquiries and escalations.
  • Leadership Experience: 1 plus years of experience leading direct reports strongly preferred.
  • Skills:
    • Excellent communication and interpersonal skills.
    • Proficiency in MS Office, particularly Word and Excel.
    • Ability to manage stress and stay calm under pressure.
    • Strong organizational skills and attention to detail.
    • Capability to work independently and lead by example.
  • Attributes: Positive attitude, empathy, and a customer-focused approach to ensure customer satisfaction and team morale.

  • Lead Customer Service Representative

    1 week ago

    Farmingdale, United States CSI Group LLP Full time

    CSI Group is a fast growing, family owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is...

  • Customer Service Representative

    1 month ago

    Farmingdale, United States PeopleShare Inc Full time

    Job Details for Customer Service Representative:Schedule: M-F, 7am-5pm ( 8 hour shift in this time frame) Pay Rate: $20-$21/hr depending on experience Temp to Hire Start date: ASAP Job Responsibilities & Description for Customer Service Representative:Assist customer with product questions, ordering, order tracking, complaints, and problems Enter orders...

  • Customer Service Representative

    1 week ago

    Farmingdale, United States PeopleShare Full time

    Job Details for Customer Service Representative:Schedule: M-F, 7am-5pm ( 8 hour shift in this time frame)Pay Rate: $20-$21/hr depending on experienceTemp to HireStart date: ASAP Job Responsibilities & Description for Customer Service Representative:Assist customer with product questions, ordering, order tracking, complaints, and problemsEnter orders into...

  • Customer Service Representative

    7 days ago

    Farmingdale, United States PeopleShare Full time

    Job Details for Customer Service Representative:Schedule: M-F, 7am-5pm ( 8 hour shift in this time frame)Pay Rate: $20-$21/hr depending on experienceTemp to HireStart date: ASAP Job Responsibilities & Description for Customer Service Representative:Assist customer with product questions, ordering, order tracking, complaints, and problemsEnter orders into...

  • Drywall Customer Service Representative

    3 weeks ago

    Farmingdale, New York, United States PatchitUp of Nassau County, NY Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to fill the position of Drywall Customer Service Representative at PatchitUP Drywall in Nassau County, NY. This role will be responsible for managing schedules, communicating effectively with customers and technicians, and ensuring timely completion of jobs.Key...

  • Customer Service Representative

    1 month ago

    Farmingdale, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionCustomer Service RepresentativeLHH Recruitment Solutions is currently seeking a Customer Service Representative with 2 or more years of experience for a full-time job, located in Melville, NY . This is an excellent Contract to Hire opportunity, for someone with previous call center experience. Responsibilities:Assist with the...

  • Customer Service Representative

    1 week ago

    Farmingdale, United States CSI Group LLP Full time

    CSI Group is a fast growing, family owned, Red Bank, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is...

  • Customer Service Representative

    7 days 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,...

  • Customer Service Representative

    3 weeks ago

    Farmingdale, New York, United States PatchitUp of Nassau County, NY Full time

    We are seeking a highly motivated and organized individual to join our PatchitUP Drywall team as a Customer Service Representative - B.E.S.T. Operations Coordinator.Key ResponsibilitiesUtilize ServiceTitan software to efficiently manage schedules and dispatch technicians.Develop strong relationships with customers, technicians, and management through...

  • Customer Service Ambassador

    3 weeks ago

    Farmingdale, New York, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is a leading staffing agency that provides top talent to businesses across various industries. We are currently seeking an experienced Customer Service Representative to join our team in Melville, NY.

  • Customer service representative

    4 weeks ago

    Farmingdale, United States Randstad Full time

    Randstad's largest client in Farmingdale, NY, is hiring a Temporary Customer Service Representative to join their team on a seasonal basis, available until January 2025. We are looking for a positive and energetic individual with excellent customer service skills and an ability to manage multiple tasks efficiently. In this role, you'll handle a high volume...

  • Sales and Customer Service Representative

    6 days ago

    Farmingdale, New York, United States Public Storage Full time

    At Public Storage, we are seeking a highly motivated and customer-focused Sales and Customer Service Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and selling storage solutions to clients.We offer a competitive salary of $16.75 per hour, with opportunities for bonuses...

  • Customer Service Representative Position with Growth Opportunities

    4 days ago

    Farmingdale, New Jersey, United States TEKsystems Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at TEKsystems. This part-time position offers a unique opportunity for growth and development in a dynamic industry.

  • Customer Service Representative

    6 days ago

    Farmingdale, New York, United States Lennox International Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Counter Sales Associate. This role is perfect for someone who enjoys working in a fast-paced environment and providing exceptional customer service.Key ResponsibilitiesCollaborate with Store Manager and colleagues to meet sales goals and drive business...

  • Customer Service Representative

    3 weeks ago

    Farmingdale, New York, United States Old Navy Full time

    Old Navy - As a Sales Associate, you will be responsible for driving sales and delivering exceptional customer experiences. This role involves expressing your passion for fashion trends, creating memorable shopping experiences, and performing various tasks related to the sales floor, fitting room, and cashwrap.About Old NavyOur company is dedicated to...

  • Customer Service Representative

    4 days ago

    Farmingdale, New York, United States Stop & Shop Full time

    About Our TeamWe're committed to feeding life's moments at Stop & Shop. Our cashiers play a vital role in making this possible, interacting with customers and helping them find what they need. We strive to create a workplace where everyone feels valued and supported.ResponsibilitiesProcess transactions accurately and efficiently.Respond to customer inquiries...

  • Customer Service Representative

    3 days ago

    Farmingdale, New York, United States Tailored Brands Inc Full time

    About the Job">We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at K&G Fashion Superstore in Farmingdale, NY. As a key member of our sales team, you will be responsible for delivering exceptional customer experiences and meeting sales goals.">Responsibilities">Handle customer transactions accurately and...

  • Customer Service Associate

    2 days ago

    Farmingdale, New York, United States Randstad US Full time

    A large company based in the US is seeking a Customer Service Representative to join their Dispatching Team.The ideal candidate will have experience in a customer service environment and possess excellent phone etiquette.This role involves handling incoming calls, assisting with inventory issues, and providing exceptional service to both business (B2B) and...

  • Clinical Service Representative

    3 days ago

    Farmingdale, New Jersey, United States Lincare Holdings Full time

    Clinical Service Representative Job DescriptionLincare Holdings seeks an experienced Clinical Service Representative to join our team. In this role, you will work closely with medical professionals and patients to deliver exceptional care and support.Key Responsibilities:Collaborate with healthcare teams to develop innovative solutions for patients, focusing...

  • Customer Service Representative Role

    3 weeks ago

    Farmingdale, New York, United States TJ Maxx Full time

    Job DescriptionWe are seeking a Retail Team Member to join our team at T.J. Maxx. In this role, you will be responsible for providing excellent customer service, processing transactions accurately, and maintaining a clean and organized store.Some of your key responsibilities will include:Engaging with customers and promoting credit and loyalty...