Business Service Officer

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.

DUTIES and RESPONSIBILITIES :

People Management and Communication

Lead the Branch in executing the organizations 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

Facilitate the interviewing selection and onboarding of new hires including newly recruited Financial Advisors and their Support Professionals

Partner with CBSO 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 Complex Region and Home Office including participation in team meetings regional and national calls

Consistently 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

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 thats consistent with the Firms core values including championing diversity and inclusion

Operational Oversight

Manages 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

Administer other duties as delegates by the Complex Business Service Officer

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS :

Education and / or Experience

Bachelors degree required or equivalent education

Previous industry experience

Active Series 7 8 (or 9 and 10) and 66 (or 63 and 65)

Other licenses as required for the role or by management

Knowledge / 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 Firms Risk & Compliance policies

Ability to think strategically

Reports to :

Complex Business Service Officer

Direct reports :

Support Professionals

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Required Experience :

Unclear Seniority

Key Skills

Business Intelligence,Children Activity,Business Analysis,Corporate Sales,ABB,Corporate Development

Employment Type : Full-Time

Experience : years

Vacancy : 1