Business Service Officer

Overview

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) reports to the Market Business Service Officer (MBSO) and is responsible for the supervision and management of Support Professionals and the execution of all business and service functions within the assigned branches. Additional responsibilities include facilitating communication and training for Service Professionals, partnering with Market Sales and Risk teams to ensure execution in all aspects of the business, and supporting the MBSO with delivering on service initiatives.

• 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
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with the 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 regular one-on-one meetings for coaching opportunities, career goal setting, job-related activities, firm opportunities and team building; include meetings with Advisor teams to address service needs
• Manage and oversee Support Professional coverage for Financial Advisors in the Branch
• Identify Support Professional recognition opportunities through sharing of best practices, success stories and achievements
• Promote a branch culture consistent with the firm’s core values, including championing diversity and inclusion

• Manage travel and entertainment expenses for Advisors as well as other firm programs to monitor budget tracking and forecasting with adherence to firm policies
• Facilitate and manage resolution of client inquiries/requests
• Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
• Identify and implement process improvements to maximize productivity and drive efficiencies
• Additional operational oversight may be required
• Administer other duties as delegated by the Market Business Service Officer

• Bachelor’s 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

• 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 to anticipate change and provide solutions
• 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 Market
• Knowledge of Firm’s Risk & Compliance policies
• Ability to think strategically

• Market Business Service Officer

• Support Professionals

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.

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