Advisory Operations Support

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!

Job Description 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 a Financial Services Specialist, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will take a lead role in the overall administration for financial products according to the terms of the plan, contract and administrative services agreement. You'll perform specialized analytical processing for policies/contracts.

Job Description

Key Responsibilities:

• Assists in analyzing and resolving difficult problems, detailed cases and customer service requests.
• Reviews documentation, analyzes and interprets processing errors and net financial effect to the company, formulates resolution for handling processing errors and implements necessary changes.
• Oversees the handling of unusual cases requiring knowledge of specialized, complex subject matters to company policy, practices and procedures to the appropriate section managers.
• Monitors the team's incoming work activity via daily tracking, researching all accounts exceeding contract requirements and reports the status of those cases according to established escalation procedures.
• Assists in developing guidelines and controls for all procedural changes, products and service charges and various system modifications for policy/account contracts.
• Monitors the monthly team statistics regarding processing and production.
• Recommends procedural changes to management.

May perform other responsibilities as requested.

Reporting Relationship: Reports to Operations Division Manager I or II or Service Team Unit Manager.

Typical Skills and Experiences:

Education: High school studies; undergraduate studies desirable.

License/Certification/Designation: Participation in technical coursework such as LOMA, CLU, ChFC desirable. FINRA series 6 and/or 26 license(s) preferred and may be required based on assigned product/line-of-business or distribution system.

Experience: Four to six years of experience in such areas as insurance, investments or financial services. Work experience with undergraduate studies preferred.

Knowledge, Abilities and Skills: Knowledge of information systems and insurance/financial services industry practices preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures and problem-solving techniques. Basic knowledge of contract law and tax ramifications. Strong interpersonal skills. Proven ability to analyze workflows, procedures, ledger accounts, administrative needs such as systems and physical resources to set work priorities that conform with established standards. Analytical skill necessary to evaluate and recommend solutions to procedural work situations. Act as subject matter authority to other employees in all aspects of policy/account contracts.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment; extended and/or non-standard work hours as needed.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental, paid time off plus nine paid holidays, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.