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Morgan Stanley · 1 month ago

Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Service), Associate

Boston, MA

Full-time

Onsite

Entry Level

$80K/yr - $100K/yr

1+ years exp

Morgan 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 meets and exceeds expectations.

Asset ManagementFinanceFinancial ServicesLending

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

Nonqualified Deferred CompensationFinancial services experienceAnalytical skillsMicrosoft OfficeProject managementCustomer serviceCommunication skillsAttention to detailOrganizational skills