Sr. Analyst - Client Services - Retirement Plan Admin

Nationwide • Columbus, OH

246d

About The Position

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Join our team as a Senior Analyst, Client Services, and play a pivotal role in helping people retire successfully. You'll leverage your financial expertise and relationship management skills to support the administration of retirement plans, ensuring the financial well-being of plan participants. With a strong culture of teamwork and continuous improvement, you'll have the opportunity to make a meaningful impact while growing your career in a dynamic and supportive environment.

Requirements

• Deep understanding of financial products and services related to retirement plans.
• Ability to develop and maintain strong relationships with plan sponsors, actuaries, TPAs, PPAs, and other stakeholders.
• Exceptional skills in anticipating and solving challenges, providing outstanding support to clients.
• Proficient in communicating with various stakeholders regarding plan administration and issue resolution.
• Skilled in managing participant vesting files, loan reconciliations, payroll, statement management, and other technical aspects of plan administration.
• Ability to identify and resolve technical issues, influence and advise stakeholders on process and service options.
• Efficient in managing incoming calls, emails, and mass communications, ensuring smooth operations and client satisfaction.
• Capable of onboarding new plans, providing functional training, and assisting front-line staff with Nationwide websites and applications.

Nice To Haves

• Two to three years of service industry experience, Nationwide Financial (wholesale distribution model) experience preferred.
• Learning basic knowledge of retirement plans; begins pursuing and completes ASPPA RPF 1/2 courses.
• Basic digital literacy; aptitude to learn new systems; ability to manage high volumes of work; solid customer service skills; interpersonal skills; teamwork approach.
• Ability to communicate effectively, both verbally and in writing.
• Ability to establish priorities.
• Ability to analyze and recommend solutions to business issues.

Responsibilities

• Drives and implements continuous improvement to elevate customer service.
• Communicates with plan sponsors and their representatives, IP, TPA and PPA regarding the administration of qualified retirement plans.
• Serves as point-of-contact for plan sponsors, IPs, TPAs and PPAs.
• Develops and manages relationships with internal/external clients and business partners.
• Identifies business needs, service requirements, key issues, alternative solutions and resources for the clients and business.
• Creates and uploads participant vesting files.
• Serves as a gatekeeper for customer emails and routing to appropriate location.
• Processes loan reconciliations/loan management system conversions.
• Manages incoming phone calls and email queues from front line administrator staff, plan sponsors and investment professionals.
• Supports payroll, statement management and updates, billing and invoices, audit questions, distributions and refunds, tax reporting, default suspense set-up and maintenance, auto enrollments, Roth, Roth conversions, online enrollments, 5500 and Schedule C reporting, automatic rollovers, trust reporting, suspense, data file creation and automatic asset rebalancing.
• Researches, coordinates and communicates issue resolution with plan sponsors, administrators and investment professionals.
• Supports and assists administrator front line staff on Nationwide websites and applications.
• Onboards new plans; trains and assists with functional training.
• Identifies and resolves technical issues.
• Influences and advises plan sponsors, administrators and investment professionals on process and service options.
• Organizes and sends mass communications to administrators and plan sponsors (TPA).
• May perform other responsibilities as assigned.

Benefits

• Medical/dental/vision insurance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED