Business Service Officer

PowerToFly; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Business Service Officer in Vancouver to elevate client services and manage a team of Support Professionals. Responsibilities include supervising daily operations, onboarding new hires, and implementing process improvements. Required qualifications feature a Bachelor's degree, industry experience, and strong communication skills. This role offers opportunities for professional growth and emphasizes leadership and client-focused service.

Benefits

Attractive and comprehensive employee benefits

Opportunities for professional growth

Supportive work environment

Qualifications

• Bachelor’s degree required.
• Previous industry experience preferred.
• Effective communication and leadership skills needed.

Responsibilities

• Lead the Branch in executing strategic priorities.
• Manage and oversee Support Professionals coverage.
• Facilitate the onboarding of new hires.
• Identify process improvements for efficiency.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Exceptional organizational and time management skills

Exceptional conflict resolution skills

Strong leadership and talent development capabilities

Ability to manage relationships

Education

Bachelor’s degree or equivalent education

Previous industry experience

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

Job description

POSITION SUMMARY

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, partnering with Complex Sales and Risk teams to ensure execution in all aspects of the business and further supporting the CBSO with delivering on service initiatives.

DUTIES AND RESPONSIBILITIES

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
• 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

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 learn 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 delegated by the Complex Business Service Officer

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

• 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

Knowledge/Skills

• Effective written and verbal communication skills
• Strong attention to detail
• Ability to prioritize and resolve complex needs and escalates 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
• Ability to think strategically

Reports to

• Complex Business Service Officer

Direct reports

• Support Professionals

Equal Opportunity Employment Statement

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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

We are committed to maintaining first‑class service and a high standard of excellence that has 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 – guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also 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 visit https://www.morganstanley.com/about-us/global-offices.