Customer Service Representative
Bellina & Associates, Inc
Miami, FLFresher4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed · Diploma
- Must know
- TaxCRM
- Nice to have
- Customer service
- Work
- Hybrid in Miami
- Pay
- Not stated by the employer.
- Listed
- Nov 1, 2026 · still open
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About the Role
Bellina & Associates, Inc. is an independent financial services firm focused on helping high-net-worth individuals, retirees, and small businesses grow their assets and reduce tax exposure. This is a full-time Customer Service Representative role based in Miami, FL with a hybrid work arrangement.
Key Responsibilities
- Respond to client inquiries via phone, email, and online platforms, ensuring timely, accurate, and professional communication.
- Maintain client records.
- Schedule appointments.
- Assist with account-related questions.
- Coordinate with financial advisors and internal team members to resolve issues.
- Guide clients through firm processes and provide clear information on services.
- Support a positive client experience from initial contact through ongoing relationships.
- Help identify opportunities to improve service workflows.
- Contribute to a culture of reliability, respect, and confidentiality.
Requirements & Tech Stack
- CRM or client management systems.
- Basic proficiency in standard office software.
Qualifications
- Strong customer service and customer support skills, with the ability to handle inquiries and issues effectively.
- Experience fostering customer satisfaction and enhancing customer experience through clear communication and follow-up.
- Background working as or alongside Customer Service Representatives, with familiarity in service-oriented environments.
- Ability to build and maintain positive client relationships, demonstrating empathy, patience, and professionalism.
- Excellent verbal and written communication skills, including professional phone and email etiquette.
- Strong organizational skills, attention to detail, and the ability to manage multiple tasks in a hybrid work setting.
- High level of integrity and discretion when handling sensitive financial and personal information.
- Prior experience in financial services or a related professional services environment is preferred but not required.
- High school diploma or equivalent required.
- Additional education or certifications in business, finance, or customer service are a plus.