Senior TPA Client Services Analyst

OhioX; Columbus (OH); Hybrid; USD 55,000 - 102,000; Full time

Job summary

Nationwide Financial is seeking a Senior Analyst to manage relationships with plan sponsors, TPAs and PPAs while administering qualified retirement plans and supporting audits. You will collaborate with producers, actuaries and sales teams to deliver exceptional client service and drive process improvements.

Ideal candidates have 2–3 years in RP Operations, experience with SS&C/TRAC, and a solid foundation in retirement plan processes, ASPPA RPF courses, and strong communication skills in a

Qualifications

• Two to three years of service industry experience.
• ASPPA RPF 1/2 courses (pursuit)
• SS&C/TRAC record keeping platform experience.

Responsibilities

• Drives and implements continuous improvement to elevate customer service.
• Communicates with plan sponsors and their representatives regarding administration of qualified retirement plans.
• Serves as point-of-contact for plan sponsors, IP, TPA and PPA; develops and manages relationships with clients and business partners.
• Processes loan reconciliations and system conversions.
• Supports payroll, statements, billing, tax reporting, enrollments and distributions.

Education

High school diploma or GED

Tools

SS&C/TRAC

Job description

Nationwide Financial is seeking a Senior Analyst to manage relationships with plan sponsors, TPAs and PPAs while administering qualified retirement plans and supporting audits. You will collaborate with producers, actuaries and sales teams to deliver exceptional client service and drive process improvements.

Ideal candidates have 2–3 years in RP Operations, experience with SS&C/TRAC, and a solid foundation in retirement plan processes, ASPPA RPF courses, and strong communication skills in a