Senior Analyst, Retirement Plans & Client Services

OhioX; Columbus (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Nationwide Financial in Columbus, OH is seeking a Senior Analyst to maintain relationships with plan sponsors, TPAs and PPAs and support ongoing administration of retirement plans. The role requires collaboration with producers, actuaries and sales teams to deliver accurate services and presentations.

The Senior Analyst will handle client communications, respond to audit requests, manage documentation, and coordinate with internal teams to ensure timely processing of payroll, distributions, and

Qualifications

• Two to three years of service industry experience.
• Experience with Nationwide Financial is preferred.
• Knowledge of retirement plans and related processes is a plus.

Responsibilities

• Maintain relationships with producers, plan sponsors, actuaries, TPAs and PPAs for ongoing plan administration.
• Assist clients with governmental audits, prepare and conduct meetings.
• Provide expertise and support to sales personnel and develop presentations to prospective customers.
• Serve as liaison between Nationwide Financial and PPAs, TPAs and plan sponsors.
• Gatekeeper for customer emails and routing to appropriate location.
• Process loan reconciliations/loan management system conversions.
• Support payroll, statement management, and updates, billing and invoices, tax reporting, distributions and refunds.
• Research issues and coordinate resolution with plan sponsors, administrators and investment professionals.
• Onboard new plans; train and assist with functional training.

Skills

Customer service

Relationship management

Process improvement

Communication

Education

High school diploma or GED

Undergraduate studies desirable

Job description

Nationwide Financial in Columbus, OH is seeking a Senior Analyst to maintain relationships with plan sponsors, TPAs and PPAs and support ongoing administration of retirement plans. The role requires collaboration with producers, actuaries and sales teams to deliver accurate services and presentations.

The Senior Analyst will handle client communications, respond to audit requests, manage documentation, and coordinate with internal teams to ensure timely processing of payroll, distributions, and