Nonqualified Deferred Compensation - Client Service Manager (Recordkeeping Service), Associate
About The Position
The NQDC junior Client Service Manager will collaborate with senior Client Service Managers to assist them with existing and new NQDC clients to ensure their experience with Morgan Stanley at Work's NQDC offer meets and exceeds their expectations. They may work directly with clients on the day-to-day administration of their NQ plans. The function will look at the aggregate policies and processes and drive uniformity and scalability where possible, as well as support management with the longer-term strategic or regulatory driven projects. Candidate is expected to engage with other Morgan Stanley at Work entities to review and leverage existing processes and procedures where they may apply to NQ servicing. The candidate will eventually be expected to provide subject matter expertise for NQDC plans to various groups, including Morgan Stanley branch office staff, service desks, etc.
Requirements
- 1-3 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans
- Strong analytical and critical thinking skills
- Able to work in fast paced environment to meet client deliverable time-frames
- Extreme attention to detail
- Customer service oriented
- Excellent verbal and written communication skills
- Life insurance product knowledge with COLI knowledge a plus
- Strong project management and communication skills
- Highly organized and able to work on multiple projects across functional groups.
- Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint
- Strong sense of ownership, accountability, and entrepreneurial spirit
- Positive contributor to our team's inclusive culture
- FINRA licensing may be a future requirement for this role
Responsibilities
- Assist senior client service managers with duties to implement, track, monitor, and maintain nonqualified benefit plan accounts, fund lineups, distributions, on-going enrollments, etc. for assigned clients.
- Assist senior client service managers with daily transactional processes with COLI carriers and/or Trustees (i.e., asset rebalancing).
- Partner with Plan Implementation/Onboarding team to implement new clients.
- Partner with Client Account Consultant, Design & Analysis, COLI teams to ensure delivery of end-to-end service to assigned clients.
- Identify opportunities to scale and/or streamline existing processes.
- Assist senior account manages to ensure they provide timely and accurate delivery of client reporting, distributions, etc.
- Develop and maintain full understanding of day-to-day workflow processes required for assigned clients, including documenting workflow processes.
- Work with Morgan Stanley at Work consultants and Financial Advisors to conduct annual enrollment meetings for assigned clients, including updating enrollment materials and communications.
- Assist team manager with project management tracking and documentation.
- Assist senior client service managers with the creation of desktop service manuals for clients.
- Maintain client records in accordance with firm defined processes and standards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
