Senior Analyst, Client Services

3 weeks ago

Remote, United States Nationwide Private Client Full time
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.

Remote work available.
Work schedule is 9:00am - 5:30pm EST, and may be subject to change.

Compensation Grade: E2
 

Job Description Summary

Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you

As a Senior Analyst, you'll maintain relationship by working with producers, plan sponsors, actuaries, third-party administrators (TPAs) and PPAs with the ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting meetings, providing expertise and support to sales personnel, developing and making presentations to prospective customers. You will act as a liaison between Nationwide Financial and our small to mid-size PPAs, TPAs and plans sponsors.

Job Description

Key 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.

Reporting Relationships: Reports to Manager and does not have direct reports. 

Typical Skills and Experiences: 


Education: High school graduate or GED. Undergraduate studies desirable.

Experience: Two to three years of service industry experience, Nationwide Financial (wholesale distribution model) experience preferred.

Knowledge, Abilities and Skills: 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.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values:  Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:


Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We currently anticipate accepting applications until 08/27/2024. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: 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, and more.

  • Senior Director, Client Service

    3 months ago

    Remote, Oregon, United States Bounteous Full time

    We are seeking a Senior Director, Client Service to join our growing Health+ Business Unit. This team member genuinely believes everyone deserves access to quality health and human services, shares our passion for innovation in healthcare, and understands the role digital plays in defining the future of healthcare access, engagement, and outcomes. The ideal...

  • Senior Equity Analyst

    2 months ago

    Remote, Oregon, United States Seaport Global Holdings LLC Full time

    This application form will be considered current for one year only. At the end of this period, if you are still interested in employment, it will be necessary for you to reapply by completing a new application form. All statements and questions are to be completed; the answers will be confidential.Seaport Research Partners OverviewSeaport Research Partners...

  • Senior Director, Client Service

    3 months ago

    Remote, Oregon, United States Bounteous Full time

    Bounteous x Accolite makes the future faster for the world's most ambitious brands. Our services span Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing. We are guided by Co-Innovation, our proven methodology of collaborative partnership. Bounteous x Accolite brings together 5000+ employees spanning North America,...

  • Senior Controls Analyst

    1 month ago

    Remote, Oregon, United States Kyruus Health Full time

    At Kyruus Health, our mission is to connect people to the right care, in pursuit of our vision: a better healthcare system- one that's transparent and accessible- where everyone gets the care they need. Our values are at the heart of everything we do: We care deeply – We do the right thing even if it's the harder thing. We are fiercely driven – We...

  • Senior Project Analyst

    2 months ago

    Remote, Oregon, United States Euclid Power Full time

    About UsEuclid Power is a renewable energy software and services company that is building the operating system for the renewable energy industry; we make data management and workflow tools to help project developers and investors build more renewable energy projects. We believe it is time that the process of deploying renewable energy projects was powered by...

  • Client Analyst

    1 month ago

    Remote, Oregon, United States Paytient Full time

    About Paytient:We're on a mission to help people better access and afford care. Every day, millions of people, and their loved ones, need to see a doctor. For most of us, that moment is an uncertain one - we're unsure of what's wrong, who to go to, how long it'll take to be seen, when we'll feel better, and what it'll cost.Paytient partners with thoughtful...

  • Client Solutions Analyst

    4 weeks ago

    Remote, United States Kiingo AI Full time $70,000 - $75,000

    Job DescriptionJob DescriptionAbout Kiingo AI:At Kiingo AI, we’re on a mission to revolutionize how small and mid-sized businesses harness the power of artificial intelligence. We’re not just another tech company; we’re a team of passionate innovators dedicated to making AI accessible, effective, and transformative. Our services range from crafting AI...

  • Business Project Senior Analyst

    2 months ago

    Remote, Oregon, United States The Cigna Group Full time

    The job profile for this position is Network Operations Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

  • Senior GRC Analyst

    2 months ago

    Remote, United States Partech Full time

    Hi there! Have you noticed that the restaurant industry is changing?We are PAR and our purpose is:To deliver solutions that connect people to the restaurants, meals, and moments they love.At PAR Technology, our relentless drive for innovation and unwavering commitment to customer success are at the heart of everything we do. We lead the restaurant and retail...

  • Senior Data Analyst

    2 months ago

    Remote, Oregon, United States SmarterDx Full time

    RoleWe're looking for a Senior Data Analyst. This role will influence all aspects of the product and business. It will involve building tools to better inform internal teams, enhance decision making, and craft client experience. This role will also help shape our core culture and grow our team. You'll be working on the biggest big data challenges the company...

  • Technical Analyst

    1 month ago

    Remote, United States ALTA IT Services Full time

    Job DescriptionJob DescriptionHi, I hope this email finds you well! My name is Julianna Spicer with ALTA IT Services. We have an opening for a Technical Analyst role with one of our top clients. If this position interests you, please reply and I will reach out to you Technical AnalystLocation: REMOTEPay Rate: Open to Both C2C and W2 options Position Type:...

  • Senior Informatics Analyst

    3 weeks ago

    Remote, United States Premier Research Full time

    Description Position at Premier Research Premier Research is looking for a Senior Informatics Analyst to join our Business Operations  team. You will help biotech, medtech, and specialty pharma companies transform life-changing ideas and breakthrough science into new medicines, devices, and diagnostics. What we do is profoundly connected to saving...

  • Senior Data Analyst

    2 months ago

    Remote, Oregon, United States Backflip Full time

    Come help us change residential real estate investing for the betterBackflip is a venture-backed real estate FinTech company that supports entrepreneurs to acquire and renovate single family homes, thereby reinvigorating the housing supply and their local communities. The company offers purpose-built technology and capital products to source, analyze and...

  • Industry Analyst and Advisor Relations Manager

    2 months ago

    Remote, Oregon, United States Conduent Business Services, LLC Full time

    Industry Analyst and Advisor Relations Manager The Industry Analyst and Advisor Relations Manager at Conduent has a key role within the Communications team, reporting directly to the VP of External Communications. This position fosters a collaborative work environment, engaging with internal stakeholders and external analysts to enhance corporate visibility...

  • Principal Systems Analyst

    2 weeks ago

    Remote, Oregon, United States Maximus Full time

    Senior Systems AnalystMaximus is seeking a dedicated Senior Systems Analyst to enhance our dynamic team.This position entails working closely with project teams and clients to capture both business and technical specifications. You will play a crucial role in defining data extraction protocols, workflow processes, and reporting frameworks to facilitate...

  • Lead Systems Analyst

    7 days ago

    Remote, Oregon, United States Maximus Full time

    Senior Systems AnalystMaximus is seeking a Senior Systems Analyst to enhance our team dynamics.This position requires effective collaboration with project personnel and clients to ascertain both business and technical needs. You will take charge of defining data file extracts, outlining process flows, and establishing report frameworks to facilitate...

  • Senior Surety Analyst

    5 days ago

    Remote, Oregon, United States SPA Full time

    Job SummaryThe Senior Surety Analyst will lead independent reviews, provide analysis, recommendations, and solutions for Navy Nuclear Deterrence Mission (NNDM) and NW surety policies and directives, and support the training of NW Surety personnel.Key ResponsibilitiesConduct liaison and coordination for policy development matters.Provide support for the...

  • Senior AML Analyst

    2 months ago

    Remote, Oregon, United States BitPay Full time

    BitPay is seeking a Senior AML Analyst to join our compliance team. In this role, you will assist with onboarding new merchants, monitor financial transactions, communicate with regulators and banks, and support various compliance projects as needed. We are looking for a quick learner with a positive attitude.RESPONSIBILITIESScreen new merchants that apply...

  • Senior Surety Analyst

    4 weeks ago

    Remote, United States SPA Full time

    QualificationsRequired Qualifications:Prior military submarine ordnance officer experience which includes submarine and Strategic Weapons Facility (SWF) operations, Emergency Management staff level operational planning, NW surety and security policy assessments, instructor duty, AT/FP and NW security operations, qualifications as an NWTI Inspector, and...

  • Senior Client Executive I

    1 month ago

    Remote, Oregon, United States Softheon Full time

    DescriptionJob Title: Senior Client Executive I Job Location: RemoteAbout us:Softheon is a dynamic and forward-thinking Software as a Service (SaaS) organization that is dedicated to ensuring affordable, accessible, and plentiful healthcare for every American. We are a pioneering force in the healthcare technology industry, driven by our mission to empower...