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 Complex
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex 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

Qualifications

• Educational Requirements: Bachelor’s degree required or equivalent education
• Experience: Previous industry experience
• Licenses: Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management
• Skills: Effective written and verbal communication skills, Strong attention to detail, Ability to prioritize and resolve complex needs and escalate as necessary, Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies, Evidence of strong leadership and talent development capabilities, Previous supervisory experience preferred, Exceptional organizational and time management skills, Exceptional conflict resolution skills, Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex, Knowledge of Firm’s Risk & Compliance policies

Benefits

Morgan Stanley offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo