Sr. Analyst, Client Services-2

Nationwide•Columbus, OH

1d•$55,000 - $82,000•Hybrid

About The Position

Nationwide Financial is seeking a Senior Analyst to support the ongoing administration of qualified retirement plans and help clients and participants achieve stronger financial well-being. The role maintains relationships with producers, plan sponsors, actuaries, third-party administrators (TPAs), and professional pension administrators (PPAs), and acts as a liaison between Nationwide Financial and small to mid-size PPAs, TPAs, and plan sponsors. The Senior Analyst provides customer service and administrative support, assists clients with governmental audits, prepares and conducts meetings, supports sales personnel, and develops and delivers presentations to prospective customers. This is a hybrid position based in Columbus, Ohio, requiring on-site presence at least two days per week. The role reports to a Manager and has no direct reports.

Requirements

High school graduate or GED.
Two to three years of service industry experience.
Basic knowledge of retirement plans, with the ability to begin pursuing and complete ASPPA RPF 1/2 courses.
Basic digital literacy and aptitude to learn new systems.
Ability to manage high volumes of work.
Solid customer service, interpersonal, and teamwork skills.
Ability to communicate effectively verbally and in writing.
Ability to establish priorities.
Ability to analyze business issues and recommend solutions.

Nice To Haves

Undergraduate studies.
Nationwide Financial experience in a wholesale distribution model.

Responsibilities

Drive and implement continuous improvement to elevate customer service.
Communicate with plan sponsors and their representatives, investment professionals (IPs), TPAs, and PPAs regarding administration of qualified retirement plans.
Serve as a point of contact for plan sponsors, IPs, TPAs, and PPAs; develop and manage relationships with internal and external clients and business partners; identify business needs, service requirements, key issues, alternative solutions, and resources.
Create and upload participant vesting files.
Review customer emails and route them to the appropriate location.
Process loan reconciliations and loan management system conversions.
Manage incoming phone calls and email queues from front-line administrator staff, plan sponsors, and investment professionals.
Support payroll, statement management and updates, billing and invoices, audit questions, distributions and refunds, tax reporting, default suspense setup and maintenance, automatic enrollments, Roth and Roth conversions, online enrollments, Form 5500 and Schedule C reporting, automatic rollovers, trust reporting, suspense, data file creation, and automatic asset rebalancing.
Research, coordinate, and communicate issue resolution with plan sponsors, administrators, and investment professionals.
Support and assist front-line administrator staff with Nationwide websites and applications.
Onboard new plans and provide functional training and assistance.
Identify and resolve technical issues.
Influence and advise plan sponsors, administrators, and investment professionals on processes and service options.
Organize and send mass communications to administrators and plan sponsors (TPAs).
Perform other responsibilities as assigned.

Benefits

Medical, dental, and vision coverage.
Life insurance.
Short- and long-term disability coverage.
Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date.
Nine paid holidays.
Eight hours of Lifetime paid time off.
Eight hours of Unity Day paid time off.
401(k) with company match.
Company-paid pension plan.
Business casual attire.