Financial Services Analyst - Financial Services

Analyst

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.

This is a hybrid position located in Grandview Heights, Ohio, and you will be required to come into the office two days per week.

Job Description

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! As an Analyst, you'll provide prompt, efficient service for assigned product and / or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Key Responsibilities :

• 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.
• 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.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and / or field offices and other industry companies on topics that do not require insurance or securities licensing and registration.
• 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. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reporting Relationships :

Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences :

Education : High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License / Certification / Designation : FINRA Series 6 license preferred, and may be required, based on assigned product / line-of-business or distribution system.

Experience : Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills : Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

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 Human Resources Business Partner.

Values : Regularly and consistently demonstrates the Nationwide Values.

Job Conditions : Overtime Eligibility : Non Exempt (Eligible) Working Conditions : Normal office environment.

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 the required licenses / registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE : A credit check may be required if a license is required for this position.

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.