Financial Services Representative

Nationwide•Columbus, OH

5d•Hybrid

About The Position

The Financial Services Representative is part of a high-performing operations team responsible for processing all “Money Out” requests for Governmental and Institutional retirement plans. This role serves as the primary point of contact for participants, ensuring requests are handled accurately, securely, and within established service level agreements. This position requires strong attention to detail, accountability, and the ability to deliver a seamless customer experience while navigating complex financial transactions and regulatory requirements. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following locations: Scottsdale: 18700 Hayden Road Scottsdale AZ, 85255 Columbus: Three Nationwide Plaza, Columbus OH, 43215 Work schedule: 2 days in office, 3 days remote. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Requirements

High school studies.
One to three years of work experience with product-related customer service work experience preferred.
General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Effective verbal and written communications skills to effectively communicate with others.
Basic analytical and problem resolution skills.
Proven ability to research, analyze and solve problems, leveraging existing processes and procedures.
Ability to understand, anticipate and proactively act on customer needs.
Proven decision-making skills necessary for customer contacts.
Effective team-building and collaboration skills.
Regularly and consistently demonstrates the Nationwide Values.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
Additional licenses/registrations may be required when new products and services are implemented.
If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
A credit check may be required if a license is required for this position.

Nice To Haves

Undergraduate studies desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable.
FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Responsibilities

Processes business requests according to government regulations, contract provisions and internal procedures and controls.
Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units.
Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire