Financial Services Analyst

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will have a primary focus on supporting individual annuity servicing within the following key workstreams:   Death claims Review and process annuity death claim notifications and supporting documentation.   Withdrawals Process partial and full withdrawal requests in accordance with contract provisions and internal procedures. Validate required forms and approvals, research contract values, and apply any applicable fees or restrictions.   Agent set up Set up and maintain agent/producer records in the standard processing system , ensuring required information and documentation are complete and accurate. Process changes to agent demographics, licensing status, and hierarchy as requested.   Annuitization Process annuitization requests, including verification of elections and required forms. Calculate and set up income options in the standard processing system according to contract provisions and customer elections.   System & Workflow Expectations Perform all work using the standard processing system , following established workflows, job aids, and quality controls. Research and resolve basic to moderately complex issues by reviewing contracts, prior transactions, and system notes. Maintain clear and accurate documentation to support regulatory, audit, and quality requirements.   Ideal Candidate Profile Demonstrated interest in building a long-term career in annuity operations/financial services with a desire to grow and take on additional responsibilities over time. Ability to learn and apply complex product, contract, and system rules with strong attention to detail. Strong customer-focus mindset, with an emphasis on providing accurate, timely, and empathetic service to internal and external partners. Openness to cross-training and expanding knowledge across other annuity servicing functions as business needs evolve. Ability to work in fast paced, high volume setting.

Grade D2   This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Grandview: 1000 Yard Street Grandview OH, 43215 Work schedule: 2 days in office, 3 days remote.   This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.   It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Key Responsibilities: Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information. Interprets plan provisions, product rules and guidelines