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About the Role

The Business Service Officer (BSO) is responsible for modernizing the client experience through an elevated standard of care, supervising Support Professionals, and executing business and service functions within assigned branches. This role facilitates communication and training for Service Professionals and partners with sales and risk teams to ensure business execution and support service initiatives.

Responsibilities

• 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.
• 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 that’s consistent with the Firm’s core values, including championing diversity and inclusion.
• 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.
• Administer other duties as delegates by the Complex Business Service Officer.

Requirements

• 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.
• 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.
• Ability to think strategically.

Experience Level

• Previous industry experience
• Previous supervisory experience preferred

Education Level

• Bachelor’s degree required or equivalent education

Salary/Compensations

• $120,000 - $170,000 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry.

About the Company

• At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
• We have been in business for 90 years.
• Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
• We support our employees and their families at every point along their work-life journey.
• There’s ample opportunity to move about the business for those who show passion and grit in their work.
• To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Equal Opportunity

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
• Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
• Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
• For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.