Branch Service Excellence Leader

Morgan Stanley; Washington (District of Columbia); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) plan

Paid time off including vacations and holidays

Job summary

PowerToFly is looking for a Business Service Officer (BSO) to lead the execution of strategic priorities and oversee service functions within assigned branches. The BSO will mentor Support Professionals, ensure compliance with policies, and manage operational efficiency. Candidates should have a Bachelor's degree and active securities licenses, with strong leadership skills and attention to detail.

The role emphasizes relationship management, conflict resolution, and compliance with Firm policies while offering a salary range of $120,000 to $165,000.

Qualifications

• Bachelor's degree required or equivalent education.
• Previous industry experience is needed.
• Active Series 7, 9, 10, and 66 or equivalent licenses are required.

Responsibilities

• Lead a team of Support and Service Professionals.
• Manage client inquiries and requests.
• Identify process improvements to maximize productivity.

Skills

Effective written and verbal communication skills

Strong attention to detail

Leadership and talent development capabilities

Conflict resolution skills

Ability to manage relationships

Education

Bachelor's degree

Active Series 7, 9, 10, and 66 or 63 and 65 licenses

Job description

PowerToFly is looking for a Business Service Officer (BSO) to lead the execution of strategic priorities and oversee service functions within assigned branches. The BSO will mentor Support Professionals, ensure compliance with policies, and manage operational efficiency. Candidates should have a Bachelor's degree and active securities licenses, with strong leadership skills and attention to detail.

The role emphasizes relationship management, conflict resolution, and compliance with Firm policies while offering a salary range of $120,000 to $165,000.