E*TRADE from Morgan Stanley · 2 months ago
Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Service), Associate
Boston, Massachusetts, United States of America
Full-time
Onsite
Entry Level
$80K/yr - $100K/yr
1+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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.
BankingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase