Senior NQDC Administrator & Client Engagement Lead

Morgan-Stanley; Alpharetta (GA); On-site; USD 85,000 - 120,000; Full time

Job summary

Morgan Stanley at Work seeks an NQDC Administrator to manage client engagements, plan implementations, and ongoing service for nonqualified deferred compensation programs. You will act as a subject matter expert across Morgan Stanley branches, operations, and service teams, guiding enrollment and ongoing administration.

Ideal candidates have 5-7 years in financial services with NQDC experience, strong organizational skills, and a customer-centric approach.

Qualifications

• 5-7 years in financial services focused on Nonqualified Deferred Compensation product management or plan operations
• Experience with client onboarding, service delivery, and cross-functional collaboration
• Strong project management, process development, and communication skills
• Extreme attention to detail with compliance language and processes
• Customer service oriented with strong relationship management abilities
• Ability to manage multiple projects and cross-functional groups simultaneously
• Demonstrated ownership, accountability and entrepreneurial spirit

Responsibilities

• Support onboarding and servicing of new Morgan Stanley at Work clients, including takeover plans from competitors
• Administer NQ deferred compensation programs from eligibility to ongoing contributions
• Conduct monthly and quarterly audits and reconciliations for assigned clients
• Deliver robust annual funding analysis based on client expectations
• Ensure compliance with global regulatory tax and securities requirements including 409A
• Collaborate with Payroll, Finance, HR, Treasury and Tax as needed
• Maintain event calendars and prepare activities for MS At Work and clients
• Identify opportunities to streamline service models and add value across the book of business
• Respond to escalated client inquiries and coordinate with senior management for resolutions
• Suggest improvements to NQDC products and platforms teams

Skills

NQDC knowledge

Client relationship management

Project management

Attention to detail

Communication

Organizational skills

Ownership & accountability

Ambiguity tolerance

Tools

Microsoft Office

Job description

Morgan Stanley at Work seeks an NQDC Administrator to manage client engagements, plan implementations, and ongoing service for nonqualified deferred compensation programs. You will act as a subject matter expert across Morgan Stanley branches, operations, and service teams, guiding enrollment and ongoing administration.

Ideal candidates have 5-7 years in financial services with NQDC experience, strong organizational skills, and a customer-centric approach.