Client Relations Analyst
2 weeks ago
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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