Customer Service Representative
5 days ago
The Customer Service Representative serves as the primary point of contact for clients, providing exceptional support and ensuring customer satisfaction.
Key Responsibilities:- Respond to high-volume incoming calls and provide accurate information to clients.
- Assist clients with basic inquiries, including refunds, location/directions, and updating contact information.
- Work collaboratively with the team to maintain a supervised front desk.
- Set up conference calls and appointments for CPAs as needed.
- Process payments over the phone from clients and maintain accurate records.
- Provide a positive, empathetic, and professional attitude towards clients at all times.
- Respond promptly to client inquiries and resolve complaints in a timely manner.
- Stay up-to-date on company services and be able to answer client questions confidently.
- Update client notes and maintain accurate records of interactions and transactions.
- Communicate effectively with colleagues and the CSR Manager as needed.
- Provide feedback on the efficiency of the customer service process.
- High school diploma or equivalent.
- 1+ year of experience in a relevant field.
- Ability to remain calm under pressure and provide excellent customer service.
- Proficiency in using computers and MS Office Word and Excel.
- Excellent communication and interpersonal skills.
- Ability to concentrate for extended periods and perform tasks accurately and efficiently.
CSI Group is a fast-growing, family-owned CPA firm with a strong presence in New Jersey, New York, and Florida. We are committed to providing exceptional service to our clients and are seeking a talented Customer Service Representative to join our team.
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