NQDC Administration Associate/AVP
On-siteAlpharetta, Georgia, United States
Job Summary
Support 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, preparing and delivering 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. 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. Respond to escalated client inquiries, maintain documentation of communications, existing issues, and issue resolutions, and engage senior level management to support resolution where needed. Identify opportunities to streamline and optimize the service offering and proactively suggest improvements to the NQDC product and platforms teams.
Required Qualifications
- 3-5 years at the Associate level / 5-7 years at the AVP level of relevant financial services industry or related experience
- 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
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