Hybrid Retirement Plans Analyst — Remote Options

Nationwide; North Carolina; Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

9 paid holidays

401(k) with match

Job summary

Nationwide Financial seeks a Senior Analyst, Client Service to manage plan sponsor relationships, coordinate with TPAs/PPAs, and support administration of retirement plans. You will partner with sales, auditors, and investment professionals to deliver service excellence.

You will handle complex tasks such as payroll, 5500 reporting, auto enrollments, and tax reporting, while improving processes and ensuring compliance. Hybrid work in Columbus or Scottsdale is available.

Qualifications

• High school diploma or GED; undergraduate studies desirable.
• Series 6 license must be obtained within the designated time by the business unit.
• 2–3 years of service industry experience; Nationwide Financial experience preferred.
• Basic computer skills (Excel, Word); ability to learn new systems; strong written and verbal communication; ability to manage high volumes of work.
• Regularly demonstrates Nationwide Values and Guiding Behaviors.

Responsibilities

• Drives and implements Continuous Improvement ideas to elevate customer service.
• Communicates with plan sponsors and representatives regarding administration of qualified retirement plans.
• Develops and maintains relationships with internal/external clients and partners; identifies business needs and resources.
• Creates and uploads participant vesting files and handles mail routing.
• Learns plan administration products and services, including payroll, billing, distributions, tax reporting, and enrollment processes.
• Supports and assists administrator front-line staff on NW websites and applications; on-boards new plans and provides training.

Skills

Excel

Word

Communication

Customer service

Interpersonal skills

Teamwork

Time management

Written communication

Education

High school diploma or GED

Undergraduate studies desirable

Job description

Nationwide Financial seeks a Senior Analyst, Client Service to manage plan sponsor relationships, coordinate with TPAs/PPAs, and support administration of retirement plans. You will partner with sales, auditors, and investment professionals to deliver service excellence.

You will handle complex tasks such as payroll, 5500 reporting, auto enrollments, and tax reporting, while improving processes and ensuring compliance. Hybrid work in Columbus or Scottsdale is available.