Business Service Officer

People Management and Communication

Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures.
Lead, mentor, and supervise a team of Support and Service Professionals.
Promote cross-training, learning, development and recognition of Service and Support Professionals within the market.
Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution.
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls.
Conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs.
Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements.
Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion.

Operational Oversight

Manage travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies.
Facilitate and manage resolution of client inquiries/requests.
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates.
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies.
Additional operational oversight may be required.