Current jobs related to Client Services Analyst - Tampa - Thomas Financial

  • Client Service Trade Analyst

    1 month ago

    Tampa, United States JPMorganChase Full time

    Job Description The Payments Solution Center Core Trade Team provides support to internal and external clients on their Trade related transactions through phone calls and emails. The team services clients (companies) on various products including Letter of Credit, Documentary Collections and Stand-by Letter of Credit. As a Client Service Analyst, you will...

  • Client Service Trade Analyst

    1 month ago

    Tampa, Florida, United States JPMorganChase Full time

    Job Description The Payments Solution Center Core Trade Team provides support to internal and external clients on their Trade related transactions through phone calls and emails. The team services clients (companies) on various products including Letter of Credit, Documentary Collections and Stand-by Letter of Credit. As a Client Service Analyst, you will...

  • OMNIChannel Client Service Analyst

    1 month ago

    Tampa, Florida, United States JPMorganChase Full time

    Job Description If you thrive in a fast paced escalation and technical support environment, you have found the right team. As a Omnichannel Client Service Analyst in Payments you will work closely with internal and external stakeholders to deliver solutions that power client growth, create a seamless experience for our clients, and anchor JPMorgan Payments...

  • OMNIChannel Client Service Analyst

    1 month ago

    Tampa, United States JPMorganChase Full time

    Job Description If you thrive in a fast paced escalation and technical support environment, you have found the right team. As a Omnichannel Client Service Analyst in Payments you will work closely with internal and external stakeholders to deliver solutions that power client growth, create a seamless experience for our clients, and anchor JPMorgan Payments...

  • Client Relationship Analyst

    1 week ago

    Tampa, Florida, United States Thomas Financial Full time

    Company OverviewThomas Financial is a proud member of M Financial Group, committed to providing exceptional service to high net worth individuals and dynamic growth companies. Our affiliation with M Financial Group allows us to offer unparalleled value through our expertise, innovative solutions, and personalized service tailored to the affluent and...

  • Client Relations Analyst

    2 weeks ago

    Tampa, Florida, United States Thomas Financial Full time

    Company OverviewThomas Financial is a distinguished member of M Financial Group, committed to providing exceptional service to high net worth individuals and dynamic businesses. Our firm leverages the resources and expertise of M Financial Group to deliver tailored solutions that cater to the affluent and corporate sectors. We pride ourselves on our...

  • Client Onboarding Analyst

    4 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Onboarding Analyst

    4 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Service Analyst, Commercial Risk-Insurance Advisory Solutions

    2 days ago

    Tampa, United States Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...

  • Client Onboarding Analyst

    4 weeks ago

    Tampa, United States FIA Tech Full time

    Job DescriptionJob DescriptionJob Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US:  FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for...

  • Sr Client Onboarding Analyst

    3 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Sr Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Onboarding

    1 week ago

    Tampa, United States Experis Full time

    Role: Client Onboarding & Implementation Analyst – Corporate Banking Location: Tampa, FL (Hybrid – 3 days onsite per week) Position type: 4+ months with high possibility of extension/Conversion as FTE Pay range: $45- $50/hr on W2 (All inclusive) Job description: Business Implementation and Onboarding Analyst. Analyst will work to support the due...

  • Business Onboarding Analyst

    1 week ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced Business Onboarding Analyst "This role is currently on a Hybrid Schedule. You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work. We will be expected in the office weekly 3...

  • Business Onboarding Analyst

    2 weeks ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced Business Onboarding Analyst"This role is currently on a Hybrid Schedule.You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work.We will be expected in the office weekly 3 days...

  • Sr Client Onboarding Analyst

    3 weeks ago

    Tampa, United States FIA Tech Full time

    Job DescriptionJob DescriptionJob Title: Sr Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US:  FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for...

  • Sr Client Onboarding Analyst

    3 weeks ago

    Tampa, United States FIA Tech Full time

    Job DescriptionJob DescriptionJob Title: Sr Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, Florida - would consider NYC areaAbout US:  FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and...

  • Sr Client Onboarding Analyst

    5 days ago

    Tampa, United States FIA Tech Full time

    Job DescriptionJob DescriptionJob Title: Sr Client Onboarding Analyst (Hybrid)Company: FIA TechLocation: Tampa, Florida - would consider NYC areaAbout US:  FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of twelve leading clearing firms and the Futures Industry Association (FIA), FIA Tech is...

  • Data Quality Analyst

    3 days ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in Tampa, FL or Irving, TX has an immediate contract opportunity for an experienced Data Quality Analyst. This role is currently on a Hybrid Schedule. You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work. We will be expected in...

  • Data Quality Analyst

    6 days ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in TAMPA, FL has an immediate contract opportunity for an experienced Data Quality Analyst "This role is currently on a Hybrid Schedule. You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work. We will be expected in the office weekly 3...

  • Customer Service Sr Analyst

    2 months ago

    Tampa, United States Citigroup Inc Full time

    Manage a portfolio of high-profile clients and serve as single point of contact for queries, engaging to understand client service needs and gaps. Liaise with internal and external cross-functional partners to deliver customer service that meets or e Customer Service, Analyst, Service, Retail, Banking, Customer

Client Services Analyst

1 month ago

Tampa, United States Thomas Financial Full time

Company Description

Thomas Financial is a member firm of M Financial Group, dedicated to serving high net worth individuals and growth companies. As a member firm of M Financial Group, Thomas Financial delivers added value through expertise, innovation, and service tailored to the affluent and corporate markets. Member Firms of M Financial Group are known for maintaining an entrepreneurial spirit while providing personalized attention and national network resources.

Role Description

This is a full-time on-site role at Thomas Financial in Tampa, FL. We are looking for a Client Service Analyst to ensure effective and efficient life insurance policy administration for clients, delivering a high-touch and memorable experience.

Qualifications

  • Client Services and Customer Service proficiency
  • Ability to drive Customer Satisfaction
  • Strong communication and interpersonal skills
  • Experience in the financial services industry is a plus
  • Bachelor's degree in Finance, Business, or related field

Job Conditions

  •  Professional office environment/desk assignment.
  •  Extensive use of PC’s, displays, keyboard, and mouse.