Branch Service Excellence Leader

Morgan Stanley; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Morgan Stanley in Dallas seeks a Business Service Officer to supervise Support Professionals and execute branch service functions, reporting to the Market Business Service Officer.

You will lead recruitment, coaching, budgeting, and risk/compliance adherence while collaborating with Market Sales and Risk teams.

The role emphasizes process improvement, cross-training, and delivering on service initiatives, with opportunities to influence client experience.

Qualifications

• Bachelor’s degree or equivalent education.
• Previous industry experience.
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Other licenses as required for the role or by management.

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

Skills

Leadership

Coaching

Communication

Budgeting

Risk awareness

Education

Bachelor’s degree

Tools

MS Office

CRM systems

Job description

Morgan Stanley in Dallas seeks a Business Service Officer to supervise Support Professionals and execute branch service functions, reporting to the Market Business Service Officer.

You will lead recruitment, coaching, budgeting, and risk/compliance adherence while collaborating with Market Sales and Risk teams.

The role emphasizes process improvement, cross-training, and delivering on service initiatives, with opportunities to influence client experience.