Senior Investment Services Concierge Analyst

NBMBAA; Columbus (OH); Híbrido; USD 56.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision

401(k) with company match

Paid time off

Paid holidays

Descripción de la vacante

Nationwide Financial is seeking a Senior Analyst, Investment Services Support to develop client relationships and provide concierge-level service to NSLLC clients. You will assist Investment Specialists, resolve issues, and facilitate account openings as part of a team focused on growing client assets.

The role emphasizes diligence, knowledge of broker-dealer processes, and strong communication to educate clients and preserve relationships.

Formación

• High school education, undergraduate studies in business or finance preferred.
• Three years of experience in financial services or customer service/call center preferred.
• FINRA SIE, Series 7, Series 63 and State Life/Annuity Insurance Agent licenses to be obtained within 120 days post-hire.

Responsabilidades

• Build relationships with clients by introducing Investment Specialists to qualified leads.
• Identify retention opportunities and transition clients to new accounts.
• Make outbound calls to discuss goals and schedule meetings with Investment Specialists.
• Complete account reviews and provide information on client investments and goals.
• Provide market insights and education on NSLLC products and services.

Conocimientos

Verbal communication

Written communication

Customer service

Broker-dealer knowledge

Educación

FINRA SIE

Series 7

Series 63

State Life/Annuity licenses

Herramientas

Broker-dealer systems

Descripción del empleo

Nationwide Financial is seeking a Senior Analyst, Investment Services Support to develop client relationships and provide concierge-level service to NSLLC clients. You will assist Investment Specialists, resolve issues, and facilitate account openings as part of a team focused on growing client assets.

The role emphasizes diligence, knowledge of broker-dealer processes, and strong communication to educate clients and preserve relationships.