Hybrid Retirement Distributions Specialist

National Black MBA Association; Kentucky; Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

401(k) with company match

Pension plan

Paid time off

Holidays

Job summary

Nationwide is seeking a Financial Services Representative Processing Money Out NIGO to join our Columbus or Scottsdale operations. You will review and process retirement distribution requests, ensuring accuracy and compliance while delivering extraordinary care to customers and plan sponsors.

In this role you will work with multiple systems, manage workflow, and uphold quality and service level agreements. Strong communication and problem-solving skills are essential, as is a commitment to

Qualifications

• One to three years of relevant customer service experience.
• Ability to work with financial products and regulatory requirements.
• FINRA Series 6 license preferred or may be required depending on product.
• Strong communication and problem-solving skills.

Responsibilities

• Review and process retirement distribution requests.
• Use multiple systems to manage workflows and maintain records.
• Communicate with participants and plan sponsors to resolve issues and meet standards.
• Adhere to government regulations, contract provisions and internal controls.
• Provide outstanding customer service and ensure compliance with policies.

Skills

Customer service

Communication

Problem solving

Teamwork

Attention to detail

Education

High school diploma

LOMA coursework

CLU training

Job description

Nationwide is seeking a Financial Services Representative Processing Money Out NIGO to join our Columbus or Scottsdale operations. You will review and process retirement distribution requests, ensuring accuracy and compliance while delivering extraordinary care to customers and plan sponsors.

In this role you will work with multiple systems, manage workflow, and uphold quality and service level agreements. Strong communication and problem-solving skills are essential, as is a commitment to