Nationwide · 5 hours ago
Specialist, Bundled Client Services
United States - Remote
Full-time
Remote
Mid Level
$68K/yr - $102K/yr
4+ years exp
Maximize your interview chancesBankingFinancial Services
Insider Connection @Nationwide
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Conducts quarterly plan checkup reviews with plan sponsors.
Serves as shared point of contact for plan sponsors and financial professionals.
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.
Communicates with plan sponsors, their representatives and/or producer about the sale or administration of qualified retirement plans.
Schedules and coordinates client visits.
Reviews/consults with plan sponsors on document/amendment changes.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
FINRA Series 6 required within 120 days of start date.
Previous experience working with retirement plans including 401k accounts, compliance testing, and analyzing census data.
Four years of financial services experience in retirement plans with some background in direct access and consultation with clients.
Advanced knowledge of retirement plans, ERISA and IRS requirements.
Understanding of complex financial concepts.
Detailed knowledge of qualified retirement plan concepts, understanding plan documents, reconciliation of plan assets and thorough knowledge of Internal Revenue Code and Department of Labor regulations.
Working knowledge of investments including annuities, mutual funds, employer stock and partnerships, etc. and the financial marketplace.
Continuous development in laws and regulations about qualified retirement plans, continuous improvement and customer service.
Ability to communicate effectively, both verbally and in writing.
Ability to analyze and recommend solutions to business issues.
Ability to explain governmental requirements and investment products to plan sponsors, their representatives and producers.
Ability to analyze the business needs of a customer or potential customer to develop and design the appropriate plan(s) to fit the needs and desires of their client(s).
Must have working knowledge of products, services and processes of the related business unit.
Ability to develop and maintain strong collaborative relationships with business unit and client.
Ability to lead multiple tasks and projects.
Ability to evaluate and recommend problem resolutions.
Must have strong interpersonal and facilitation skills.
Must be able to lead multiple tasks and projects.
Must have the ability to research issues thoroughly, evaluate and recommend issue resolutions.
Proven problem-solving skills in identifying problem situations and generating viable solutions.
Benefits
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
Company
Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.
10,001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Fowler
Chief Technology Officer
Ramon Jones
Executive Vice President and Chief Marketing Officer
Recent News
2024-11-08
Google Patent
2024-11-08
EIN Presswire
2024-11-01
Company data provided by crunchbase
