Morgan Stanley

NQDC Administration Associate/AVP

Morgan Stanley$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years at Associate level or 5-7 years at AVP level in financial services with focus on NQDC products
  • Strong client relationship management skills
  • Proficient in project management and process development
  • Detail-oriented with compliance process knowledge
  • Excellent communication and customer service skills
  • Highly organized multitasker with cross-functional teamwork experience
  • Advanced proficiency in Microsoft Office, particularly Excel.

Responsibilities

  • Support onboarding and servicing of new clients and takeover plans from competitors
  • Administer NQDC programs from eligibility to ongoing contributions
  • Perform audits and reconciliations monthly and quarterly for clients
  • Prepare annual funding analyses aligned with client expectations
  • Monitor compliance with global regulatory and tax requirements
  • Collaborate with external teams including Payroll and Finance as necessary
  • Maintain client event calendars and ensure timely administrative support
  • Identify service model improvements for value optimization
  • Manage escalated client inquiries, documenting communications and resolutions
  • Suggest enhancements to NQDC products and platforms.

Benefits

  • Opportunities for professional growth and development
  • Engagement in client-facing roles with interaction across teams
  • Comprehensive benefits package including health and wellness programs
  • Flexible working arrangements available
  • Collaborative and innovative company culture.
Full Job Description
Position Summary:

The NQDC Administrator will work with existing and new NQDC clients to ensure their experience with MSatWork's NQDC offer meets and exceeds their expectations. The NQDC Administrator is the forefront of the Client Engagement strategy working with the sales consultants, clients, and implementation and service teams.

The candidate is expected to provide subject matter expertise for NQDC plans to various groups, including Morgan Stanley branch office staff, service desks, WM Operations, Retirement Product and WM Technology, etc.

The NQDC Administrator is expected to lead plan implementation up to and including the initial enrollment. They will work with the Implementation Specialist and the day-to-day external Client Administrator. Ongoing, the NQDC Administrator will engage with their assigned clients to support their enrollment season, consistent contributions and distributions, as well as all administrative and reporting needs to record keep their plans with Morgan Stanley at Work.

Responsibilities include, but are not limited to:
  • 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


Required Experience, Skills, and 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.


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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