Hybrid Retirement Plans Analyst – Client Service

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off and holidays

Job summary

Nationwide Financial seeks a detail-oriented professional to support ongoing administration of qualified retirement plans. You will liaise with plan sponsors, IPs, TPAs and PPAs, assisting with audits and meetings while supporting sales teams and clients.

The role emphasizes relationship building with plan sponsors and administrators, handling communications and document management, and ensuring service quality across multiple stakeholders.

Qualifications

• Education: High school diploma or GED.
• Experience: 2–3 years in service industry; Nationwide Financial experience preferred.
• License/Certification: Series 6 license must be obtained within designated time.
• Knowledge: Basic knowledge of retirement plans; ASPPA RPF 1/2 courses.

Responsibilities

• Elevate customer service by implementing Continuous Improvement ideas.
• Communicate with plan sponsors, IP/TPA/PPA regarding retirement plans administration.
• Develop and maintain relationships with internal/external clients and business partners.
• Create and upload participant vesting files and manage mail routing for customers.
• Handle loan reconciliations and LMS conversions as part of plan servicing.

Skills

Customer service

Written communication

Verbal communication

Teamwork

Excel

Word

Education

High school diploma or GED

Job description

Nationwide Financial seeks a detail-oriented professional to support ongoing administration of qualified retirement plans. You will liaise with plan sponsors, IPs, TPAs and PPAs, assisting with audits and meetings while supporting sales teams and clients.

The role emphasizes relationship building with plan sponsors and administrators, handling communications and document management, and ensuring service quality across multiple stakeholders.