Morgan Stanley
Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Servi
Morgan Stanley, Boston, Massachusetts, us, 02298
Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Service), Associate
Join to apply for the
Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Service), Associate
role at
Morgan Stanley .
Organizational Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide across more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.
Position Summary The NQDC junior Client Service Manager collaborates with senior Client Service Managers to assist them with existing and new NQDC clients, ensuring a client experience that meets and exceeds expectations. The role involves day‑to‑day administration of NQ plans, process standardization, and project support.
Essential Functions
Assist senior client service managers with implementation, tracking, monitoring, and maintenance of nonqualified benefit plan accounts.
Handle daily transactional processes with COLI carriers and/or Trustees.
Partner with the Plan Implementation/Onboarding team to onboard new clients.
Collaborate with Client Account Consultant, Design & Analysis, and COLI teams to ensure end‑to‑end service delivery.
Identify opportunities to scale and streamline processes.
Ensure timely and accurate client reporting, distributions, and reporting.
Document workflow processes for assigned clients.
Conduct annual enrollment meetings with clients, updating materials and communications.
Support project management tracking and documentation.
Create desktop service manuals for clients.
Maintain client records in accordance with firm processes and standards.
Required Experience, Skills, and Qualifications
1‑3 years of relevant financial services industry experience focusing on Nonqualified Deferred Compensation plans.
Strong analytical and critical‑thinking skills.
Ability to work in a fast‑paced environment and meet client deliverable time‑frames.
Extreme attention to detail.
Customer‑service orientation.
Excellent verbal and written communication skills.
Life insurance product knowledge with COLI knowledge a plus.
Strong project‑management and communication skills.
Highly organized with ability to juggle multiple projects across functional groups.
Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint).
Strong sense of ownership, accountability, and entrepreneurial spirit.
Positive contributor to an inclusive culture.
FINRA licensing may be a future requirement.
What You Can Expect From Morgan Stanley Morgan Stanley is committed to maintaining first‑class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions. We offer comprehensive employee benefits and perks, opportunities for advancement, and a culture that values teamwork and creativity.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping Service), Associate
role at
Morgan Stanley .
Organizational Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide across more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.
Position Summary The NQDC junior Client Service Manager collaborates with senior Client Service Managers to assist them with existing and new NQDC clients, ensuring a client experience that meets and exceeds expectations. The role involves day‑to‑day administration of NQ plans, process standardization, and project support.
Essential Functions
Assist senior client service managers with implementation, tracking, monitoring, and maintenance of nonqualified benefit plan accounts.
Handle daily transactional processes with COLI carriers and/or Trustees.
Partner with the Plan Implementation/Onboarding team to onboard new clients.
Collaborate with Client Account Consultant, Design & Analysis, and COLI teams to ensure end‑to‑end service delivery.
Identify opportunities to scale and streamline processes.
Ensure timely and accurate client reporting, distributions, and reporting.
Document workflow processes for assigned clients.
Conduct annual enrollment meetings with clients, updating materials and communications.
Support project management tracking and documentation.
Create desktop service manuals for clients.
Maintain client records in accordance with firm processes and standards.
Required Experience, Skills, and Qualifications
1‑3 years of relevant financial services industry experience focusing on Nonqualified Deferred Compensation plans.
Strong analytical and critical‑thinking skills.
Ability to work in a fast‑paced environment and meet client deliverable time‑frames.
Extreme attention to detail.
Customer‑service orientation.
Excellent verbal and written communication skills.
Life insurance product knowledge with COLI knowledge a plus.
Strong project‑management and communication skills.
Highly organized with ability to juggle multiple projects across functional groups.
Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint).
Strong sense of ownership, accountability, and entrepreneurial spirit.
Positive contributor to an inclusive culture.
FINRA licensing may be a future requirement.
What You Can Expect From Morgan Stanley Morgan Stanley is committed to maintaining first‑class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions. We offer comprehensive employee benefits and perks, opportunities for advancement, and a culture that values teamwork and creativity.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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