Branch Service Leader: Advisor Support & Operations

Morgan Stanley; West Palm Beach (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and execute service operations in the West Palm Beach region. The role partners with Market Sales and Risk teams to implement service initiatives and ensure adherence to firm policies.

You will lead, mentor and coach a team, manage onboarding and performance reviews, and drive cross-functional collaboration with Branch, Market, Region and Home Office stakeholders to deliver exceptional client experiences.

Qualifications

• Bachelor’s degree required or equivalent education.
• Active securities licenses (e.g., Series 7, 9, 10, 66/63/65) as required.
• Strong communication and leadership abilities.

Responsibilities

• Lead the Branch in executing strategic priorities with coaching and adherence to Firm policies.
• Supervise a team of Support Professionals and Service Professionals.
• Coordinate onboarding of new hires and partner with HR on performance reviews.
• Manage client inquiries and ensure service-level targets are met.
• Drive process improvements to maximize productivity and efficiency.
• Report to Market Business Service Officer and collaborate with Sales and Risk teams.

Skills

People management

Communication

Leadership

Organizational skills

Client service

Education

Bachelor’s degree or equivalent education

Series 7/9/10/66/63/65 licenses

Job description

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and execute service operations in the West Palm Beach region. The role partners with Market Sales and Risk teams to implement service initiatives and ensure adherence to firm policies.

You will lead, mentor and coach a team, manage onboarding and performance reviews, and drive cross-functional collaboration with Branch, Market, Region and Home Office stakeholders to deliver exceptional client experiences.