Financial Services Analyst

Responsibilities

• Facilitate the consolidation of retirement assets, driving inbound rollovers into Nationwide products
• Partner with participants and relinquishing institutions to review documentation, validate transactions, and ensure timely processing
• Manage the end-to-end closing process, ensuring accuracy, compliance, and a seamless client experience
• Maintain a strong understanding of IRS guidelines and regulatory requirements to ensure all transactions meet compliance standards
• Performance Expectations:
• Operate effectively in a high-volume, fast-paced processing environment with a focus on accuracy and client service
• Team Structure:
• Organized by sector and/or geographic region, with cross-training across both public and private markets
• Licensing Requirements:
• Securities Industry Essentials (SIE) and Series 6 must be obtained within 120 days of hire
• Job Description Summary
• Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
• Job Description
• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collab

Benefits

Additional Information

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. This role supports the Retirement Resource Group (RRG) within the asset consolidation space, focused on bringing in rollover assets across government, public, and private sector clients, including emerging markets and institutional relationships.

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