Client Relations Analyst

2 weeks ago


Tampa, Florida, United States Thomas Financial Full time

Company Overview

Thomas 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 entrepreneurial spirit and our ability to offer personalized service backed by a national network.

Position Overview

This is a full-time, on-site position at Thomas Financial. We are seeking a Client Relations Analyst who will play a crucial role in managing life insurance policy administration for our clients, ensuring a premium and memorable experience.

Key Responsibilities

  • Exhibit proficiency in Client Services and Customer Support.
  • Drive initiatives aimed at enhancing Customer Satisfaction.
  • Demonstrate strong communication and interpersonal abilities.
  • Prior experience in the financial services sector is advantageous.
  • Possess a Bachelor's degree in Finance, Business, or a related discipline.

Work Environment

  • Professional office setting with desk assignments.
  • Frequent use of computers, monitors, keyboards, and mice.


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