Customer Service Representative

Company Description 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. The firm is dedicated to serving those who support their communities, including veterans, first responders, school and government employees, faith-based organizations, and service-oriented businesses. Bellina & Associates, Inc. is not a bank, large warehouse, or insurance company, allowing the team to provide tailored, client-centered financial solutions. The firm emphasizes transparency and encourages prospective clients and team members to review its website for additional information and disclosures about services and customer experiences. Role Description This is a full-time Customer Service Representative role based in Miami, FL with a hybrid work arrangement that allows for both in-office and work-from-home days. The Customer Service Representative will respond to client inquiries via phone, email, and online platforms, ensuring timely, accurate, and professional communication. Daily responsibilities include maintaining client records, scheduling appointments, assisting with account-related questions, and coordinating with financial advisors and internal team members to resolve issues. The role involves guiding clients through firm processes, providing clear information on services, and supporting a positive client experience from initial contact through ongoing relationships. The Customer Service Representative will also help identify opportunities to improve service workflows and contribute to a culture of reliability, respect, and confidentiality. 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. Comfort with using CRM or client management systems, and basic proficiency in standard office software. 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.