Client Relationship Analyst

1 week ago


Tampa, Florida, United States Thomas Financial Full time

Company Overview

Thomas 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 corporate sectors. Our member firms are recognized for their entrepreneurial spirit, ensuring that clients receive dedicated attention and access to a vast network of resources.

Position Overview

This is a full-time, on-site position at Thomas Financial. We are seeking a Client Relationship Analyst to oversee the effective administration of life insurance policies for our clients, ensuring a high-quality and memorable experience.

Key Responsibilities

  • Exhibit proficiency in Client Services and Customer Support.
  • Drive initiatives to enhance Customer Satisfaction.
  • Demonstrate strong communication and interpersonal abilities.
  • 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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