Hybrid Financial Services Support Specialist

Nationwide

Grandview Heights (OH)

Hybrid

USD 46,000 - 76,000

Full time

2 days ago
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Job summary

Nationwide is seeking a Representative for the Solutions Center to deliver extraordinary care to members, plan sponsors and partners. You will handle inbound calls, explain products, and resolve inquiries while adhering to FINRA rules and internal policies.

Work is in a hybrid environment with training and licensing support. The role emphasizes compliance, accurate documentation, and proactive problem solving to strengthen member relationships.

Qualifications

  • Minimum high school diploma or equivalent required.
  • Undergraduate degree in finance, business administration, insurance, economics or communications preferred.
  • Knowledge of FINRA rules and regulations is desirable and may be required for certain roles.

Responsibilities

  • Answer inbound service calls from investment professionals, plan sponsors and members.
  • Explain product suites and services; resolve account questions and educate customers on options.
  • Document conversations and follow up to support relationship-building and compliance.

Skills

Customer service
Verbal and written communication
FINRA rules knowledge
Computer literacy
Understanding of plan/contract details

Education

High school diploma or equivalent
Undergraduate degree in finance, business or related field preferred

Job description

Nationwide is seeking a Representative for the Solutions Center to deliver extraordinary care to members, plan sponsors and partners. You will handle inbound calls, explain products, and resolve inquiries while adhering to FINRA rules and internal policies.

Work is in a hybrid environment with training and licensing support. The role emphasizes compliance, accurate documentation, and proactive problem solving to strengthen member relationships.

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