Retirement Plans - TPA Client Services

About the role

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, 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. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of Three Nationwide Plaza, Columbus, OH 43215. Work schedule: 2 days in office, 3 days remote. It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona; however, internal remote candidates with critical industry skills and relevant experience may be considered. This role does not qualify for employer‑sponsored work authorization and Nationwide does not participate in the STEM OPT Extension program.

Responsibilities

• Maintains relationship by working with producers, plan sponsors, actuaries, TPAs and PPAs with ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/IP/TPA/PPA meetings, providing expertise and support to sales personnel, and developing and presenting to prospective customers.
• Acts as a liaison between Nationwide Financial and small‑to‑mid‑size PPAs, TPAs and plan sponsors.
• Drives and implements Continuous Improvement ideas pertaining to elevating Customer Service.
• Communicates with plan sponsors and their representatives, IP, TPA, and PPA regarding the administration of qualified retirement plans.
• Serves as point of contact for Plan Sponsors, IPs, TPAs and PPAs.
• Develops and maintains relationships with internal/external clients and business partners.
• Identifies business needs, service requirements, key issues, alternative solutions, and resources for the clients and business.
• Creates and uploads participant vesting files.
• Gatekeeper for customer emails and routing to appropriate location.
• Processes Loan Reconciliations/Loan Management System (LMS) Conversions.
• Manages incoming phone calls and e‑mail queues from front‑line Administrator staff, plan sponsors and investment professionals.
• Learning plan administration, products, and services.
• Supports the following: payroll, statement management and updates, billing and invoices, audit questions, distributions and refunds, tax reporting, default suspense set up and maintenance, auto enrollments, Roth, Roth conversions, online enrollments, 5500 and schedule C reporting, automatic rollovers, trust reporting, suspense, data file creation, automatic asset re‑balancing.
• Researches, coordinates, and communicates issue resolution with Plan Sponsors, Administrators and Investment Professionals.
• Supports and assists Administrator front‑line staff on NW web‑sites and applications.
• On‑boards new plans; trains and assists with functional training.
• Learning basic ERISA and IRS requirements.
• Identifies and resolves technical issues.
• Influences and advises plan sponsors, administrators and investment professionals on process and service options.
• Organizes and sends mass communications to Administrators and Plan Sponsors (TPA).
• Performs other duties as assigned.

Requirements

• Education: High school graduate or GED. Undergraduate studies desirable.
• License/Certification/Designation: Series 6 – associates must obtain the Series 6 license within the time period designated by the business unit; failure to obtain the license results in ineligibility to continue in the position.
• Experience: 2‑3 years of service industry experience; Nationwide Financial (wholesale distribution model) experience preferred.
• Preferred Experience: 2‑3 years of RP Operations experience; SS&C/TRAC record‑keeping platform experience.

Qualifications

• Knowledge: Learning basic knowledge of retirement plans; begins pursuing and completes ASPPA RPF 1/2 courses.
• Skills/Competencies: Basic computer skills (Excel, Word); aptitude to learn new systems; written and verbal communication skills; ability to manage high volumes of work; solid customer service skills; interpersonal skills; teamwork mindset; ability to communicate effectively, both verbally and in writing; ability to establish priorities; ability to analyze and recommend solutions to business issues.
• Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Benefits

• Medical/dental/vision coverage
• Life insurance
• Short and long term disability coverage
• Paid time off – newly hired associates receive a minimum of 18 days paid time off each full calendar year, pro‑rated quarterly based on hire date
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 40