Customer Service Representative

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 aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path.

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.

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.

Location: Five Corners, NJ, US

Posted Date: 9/28/2024