Chandler Armacost
Transition Manager @Nationwide Financial
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WORK HISTORY
Transition Manager @Nationwide Financial
Columbus, OH, US
Asset Transition Management: Coordinate the transfer of retirement plan assets from prior providers, ensuring accuracy, timeliness, and compliance with regulatory requirements.Client Onboarding: Serve as the primary liaison for new clients during the onboarding phase, providing proactive communication and personalized support.Project Coordination: Develop and manage detailed transition timelines, track milestones, and collaborate with internal teams (e.g, operations, compliance, legal) to ensure smooth execution.Problem Resolution: Identify and resolve issues that may arise during the transition process, escalating as necessary while maintaining a client-first mindset.Documentation & Reporting: Maintain accurate records of transition activities and provide regular updates to clients and leadership.Continuous Improvement: Contribute to process enhancements and best practices to improve the client experience and operational efficiency.
EDUCATION
Ohio University
Bachelor's of Health Sciences and Professions, Child and Family Studies
Ohio University
Human Development and Family Studies, General
ABOUT CHANDLER ARMACOST
As a Transition Manager within Nationwide Retirement Solutions, I ensure a seamless and successful onboarding experience for transitioning retirement plan clients. My primary responsibility is to manage the transition of assets from prior retirement plan providers, acting as the central point of contact for clients, advisors, and internal stakeholders. I strive to deliver extraordinary care by guiding clients through each step of the transition process with clarity, empathy, and precision.
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