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Csi Relationship Manager Jobs (NOW HIRING)

CSI Group - Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a ... Document member interactions and maintain detailed records in the CRM system. * Participate in ...

Office Assistant & CSI Coordinator

Houston, TX ยท On-site

$15.50 - $20.25/hr

Position Summary The Office Assistant & CSI Coordinator serves as the first point of contact for ... Prior experience with CRM systems, or customer feedback platforms preferred. Skills & Competencies:

Servicing Financial Advisor

Wall, NJ ยท On-site

$75K - $200K/yr

Client Relationship Management * Build and maintain long-term, trust-based relationships with CSI members provided through the firm. * Conduct regular meetings-independently or jointly with Lead ...

Specialty Account Manager - IVIG

Bend, OR ยท On-site

$80K - $95K/yr

CSI is a rapidly growing national Specialty Pharmacy. Whether you work directly with patients or ... Establish and maintain relationships with referral sources in designated sales territory/region

New

Client Relationship Management * Build and maintain long-term, trust-based relationships with CSI members provided through the firm. * Conduct regular meetings-independently or jointly with Lead ...

Client Relationship Management * Build and maintain long-term, trust-based relationships with CSI members provided through the firm. * Conduct regular meetings--independently or jointly with Lead ...

Join CSI Group - A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial ... Member Experience & Relationship Management * Build and sustain long-term relationships with ...

CSI Group - Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a ... Document member interactions and maintain detailed records in the CRM system. * Participate in ...

Showing results 21-40

Csi Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do csi relationship manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for csi relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Csi Relationship Manager jobs?

For Csi Relationship Manager jobs, the most frequently searched job titles are:

Member Services Representative

Wall, NJ โ€ข On-site

CSI Group
Transportation and Warehousingย โ€ขย 1 - 10 employees

Full-time

Re-posted 2 days ago


Job description

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


About CSI Group

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.


Job Overview:


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.


Key Responsibilities:


  • Respond promptly to member inquiries via phone, email, and online chat.
  • Assist members with tax-related questions, including general tax filing, refunds, and deductions.
  • Provide support for financial services inquiries, such as account management, payments, and financial planning.
  • Resolve member concerns efficiently, offering accurate information and appropriate solutions.
  • Educate members on the company’s tax and financial products, services, and resources.
  • Assist with the setup, updating, and troubleshooting of member accounts.
  • Track and follow up on member issues to ensure timely resolution.
  • Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support.
  • Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members.
  • Document member interactions and maintain detailed records in the CRM system.
  • Participate in ongoing training to improve service delivery and product knowledge.
  • Travel and overtime availability is required


Qualifications:


  • High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus.
  • 1+ years of experience in customer service, preferably in the tax or financial services industry.
  • Familiarity with tax filing processes, financial accounts, and investment services is preferred.
  • Strong communication skills, both written and verbal.
  • Proficiency in using CRM systems, Microsoft Office, and customer service software.
  • Ability to handle multiple inquiries and work in a fast-paced environment.
  • Problem-solving skills with attention to detail and accuracy.
  • Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.