NQDC Administration AVP: Client Engagement

Morgan Stanley; Alpharetta (GA); On-site; USD 70,000 - 140,000; Full time

Job summary

The NQDC Administrator will partner with Morgan Stanley at Work clients to ensure a seamless experience with the NQDC offer, acting as the forefront of the client engagement strategy with sales, implementation and service teams.

You will provide SME guidance on NQDC plans to internal staff and clients, lead plan implementation through enrollment, support ongoing contributions and distributions, and coordinate with Payroll, Finance, HR, Treasury and Tax to maintain accurate records and reporting.

Qualifications

• 3-5 years at the Associate level / 5-7 years at the AVP level of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation product management, service management and/or NQDC plan operations
• Well-developed client relationship building and management skills
• Strong project management, process development and communication skills
• Extreme attention to detail, and comfort with compliance language and processes
• Clear and confident communicator, customer service oriented
• Highly organized and able to work on multiple projects and in cross functional groups simultaneously
• Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint
• Strong sense of ownership, accountability, and entrepreneurial spirit
• Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges.

Responsibilities

• Supports sales, plan implementation, and service teams with the onboarding and servicing of new Morgan Stanley at Work clients, including takeover plans from competitive vendors
• Administer NQ deferred compensation programs from initial eligibility and enrollment to ongoing contributions and distributions
• Perform monthly and quarterly audits and reconciliations on behalf of assigned clients
• Prepare and deliver robust annual funding analysis based on client expectations
• Monitor and ensure compliance with global regulatory tax, and securities requirements, including 409A criteria.
• Collaborate with external stakeholders including Payroll, Finance, HR, Treasury, and Tax, as needed.
• Maintain annual and semi-annual event calendars for assigned clients and proactively engage in preparation to support timely administrative activities required by MS At Work and the Client.
• Strong organizational and project management skills with experience in process improvement.
• Identify ways to align service models across the full book of business, ensuring not only scalability but also optimal value creation
• Responds to escalated client inquiries, maintains documentation of communications, existing issues, and issue resolutions. Engages senior level management to support resolution where needed.
• Identify opportunities to streamline and optimize the service offering
• Proactively suggest improvements to the NQDC product and platforms teams

Skills

Client relationship management

Project management

Communication

Attention to detail

Microsoft Office

Tools

MS Office

Job description

The NQDC Administrator will partner with Morgan Stanley at Work clients to ensure a seamless experience with the NQDC offer, acting as the forefront of the client engagement strategy with sales, implementation and service teams.

You will provide SME guidance on NQDC plans to internal staff and clients, lead plan implementation through enrollment, support ongoing contributions and distributions, and coordinate with Payroll, Finance, HR, Treasury and Tax to maintain accurate records and reporting.