Job Summary

• This role helps people retire more successfully by combining technical expertise with relationship management to create better futures for retirement plans.
• The Team Lead will monitor Case Administrators, assign work, and establish production standards to ensure compliance with established guidelines.
• Nationwide offers a comprehensive benefits package including medical/dental/vision, life insurance, paid time off, and a company-paid pension plan.

Matching Summary

Salary

Base: $71,000.00-$133,000.00; Expected starting: $71,000.00 - $107,000.00; Benefits: Medical/dental/vision, 401(k) match, company-paid pension

Skills & Requirements

Key Requirements

• FINRA SIE license required within 120 days
• Series 6 license required within 120 days
• At least six years of experience in financial services customer service
• Experience in case administration strongly preferred
• Undergraduate studies in accounting, finance, or business administration
• Not eligible for employer sponsored work authorization

Work Rights