Senior Investment Services Support Analyst (Hybrid)

Nationwide Mutual Insurance; United States; Hybrid; USD 56,000 - 105,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k) with company match

Pension plan

Paid time off

Job summary

Nationwide Mutual Insurance in Columbus, OH seeks a Senior Analyst, Investment Services Support. You will support Investment Specialists, manage client relationships, handle education and issue resolution for NSLLC clients, and perform brokerage-related activities in a call center setting.

The role requires FINRA SIE, Series 7, and Series 63 licenses within 120 days of hire; hybrid in-office and remote work arrangement; compre-hensive benefits and a focus on client retention and asset growth.

Qualifications

• Strong verbal and written communication skills.
• Working knowledge of insurance or financial business processes.
• Ability to solve problems and diffuse difficult calls.

Responsibilities

• Proactively builds client relationships and introduces Investment Specialists.
• Identifies retention opportunities and manages beneficiary transitions.
• Conducts outbound calls to discuss financial goals and services with clients.
• Performs account reviews and provides information on investments and goals.
• Delivers market insights and education on NSLLC products and services.

Skills

Communication skills

Financial services knowledge

Relationship building

Problem solving

Education

High school education

Undergraduate studies in business or finance

Job description

Nationwide Mutual Insurance in Columbus, OH seeks a Senior Analyst, Investment Services Support. You will support Investment Specialists, manage client relationships, handle education and issue resolution for NSLLC clients, and perform brokerage-related activities in a call center setting.

The role requires FINRA SIE, Series 7, and Series 63 licenses within 120 days of hire; hybrid in-office and remote work arrangement; compre-hensive benefits and a focus on client retention and asset growth.