Senior Investment Services Support Analyst — Hybrid

Nationwide; Columbus (OH); Hybrid; USD 56,000 - 105,000; Full time

Benefits offered by this job

medical/dental/vision

life insurance

short and long term disability

paid time off

nine paid holidays

401(k) with company match

pension plan

business casual attire

Job summary

Nationwide is seeking a Sr Analyst, Investment Services Support in Columbus, OH. You will provide concierge-level service to NSLLC clients, educate on products, resolve issues, and support investment specialists in building client relationships.

Role requires FINRA licenses, 3+ years in financial services, excellent communication, and the ability to work in a hybrid 3-office/2-remote schedule. On-site access to broker-dealer systems and data is essential.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required within 120 days post-hire.
• State Life/Annuity Insurance Agent licenses required.
• Three years of experience in financial services or customer service/call center.

Responsibilities

• Proactively builds client relationships by introducing Investment Specialists to qualified leads.
• Identifies retention opportunities from beneficiary claims and transfers to new accounts.
• Initiates outbound calls to discuss financial goals and schedule meetings with Investment Specialists.
• Completes account reviews with Investment Specialists and provides investment information.
• Provides market insights and education on NSLLC products and services.
• Serves as first contact for escalated client situations and resolves issues.
• Receives inboard calls to NSLLC trade desk and performs brokerage reports as assigned.
• Supports money movement, account opening, and paperwork resolution.
• Maintains up-to-date records in broker-dealer systems.
• Meets scorecard requirements and participates in product training and development.
• Applies industry trends and consults with Investment Specialists on product changes.

Skills

Communication skills

Verbal communication

Written communication

Customer service

Education

High school education

Undergraduate studies in business or finance preferred

Tools

Broker-dealer systems

Job description

Nationwide is seeking a Sr Analyst, Investment Services Support in Columbus, OH. You will provide concierge-level service to NSLLC clients, educate on products, resolve issues, and support investment specialists in building client relationships.

Role requires FINRA licenses, 3+ years in financial services, excellent communication, and the ability to work in a hybrid 3-office/2-remote schedule. On-site access to broker-dealer systems and data is essential.