Nonqualified Deferred Compensation – Client Service Manager (Recordkeeping at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

100000.0

Posted On

23 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Critical Thinking, Customer Service, Communication Skills, Project Management, Organizational Skills, Attention to Detail, Life Insurance Knowledge, COLI Knowledge, Microsoft Office Suite, Entrepreneurial Spirit, Team Collaboration, Process Improvement, Client Reporting, Workflow Documentation, Fast Paced Environment

Industry

Financial Services

Description

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. 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. 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $80,000 and $100,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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, sex stereotype, gender, gender identity or expression, transgender, 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.

Responsibilities

Assist senior client service managers with implementing and maintaining nonqualified benefit plan accounts for assigned clients. Partner with various teams to ensure delivery of end-to-end service and identify opportunities for process improvement.