Client Experience Specialist (Hybrid) - Financial Services

Bellina & Associates, Inc; Miami (FL); Hybrid; USD 36,000 - 52,000; Full time

Job summary

Bellina & Associates, Inc. is seeking a full-time Customer Service Representative in Miami, FL with a hybrid work arrangement.

You will respond to client inquiries via phone, email, and online platforms, maintain client records, schedule appointments, and assist with account-related questions while coordinating with financial advisors and internal teams. As part of a service-oriented environment, you will help guide clients through firm processes, ensuring timely, accurate, and professional

Qualifications

• Strong customer service and support skills to handle inquiries effectively.
• Experience improving customer satisfaction through clear communication and follow-up.
• Background in service-oriented environments.
• Ability to build and maintain positive client relationships with empathy and professionalism.
• Excellent verbal and written communication, including phone and email etiquette.
• Familiarity with CRM or client management systems and standard office software.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks in a hybrid work setting.
• High integrity and discretion with sensitive information.
• Experience in financial services or related professional services preferred but not required.
• High school diploma or equivalent; additional education or certifications are a plus.

Responsibilities

• Respond to client inquiries via phone, email, and online platforms.
• Maintain accurate client records and schedule appointments.
• Assist with account-related questions and coordinate with advisors.
• Guide clients through firm processes and services.
• Support a positive client experience from first contact to ongoing relationships.
• Identify opportunities to improve service workflows.

Skills

Customer service

Communication

CRM familiarity

Organization

Multi-tasking

Discretion

Empathy

Education

High school diploma

Business/finance certifications

Customer service training

Tools

CRM software

Job description

Bellina & Associates, Inc. is seeking a full-time Customer Service Representative in Miami, FL with a hybrid work arrangement.

You will respond to client inquiries via phone, email, and online platforms, maintain client records, schedule appointments, and assist with account-related questions while coordinating with financial advisors and internal teams. As part of a service-oriented environment, you will help guide clients through firm processes, ensuring timely, accurate, and professional