Branch Service Leader: Client Experience & Operations

711 MS Smith Barney, LLC; Tysons (VA); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley in Tysons, Virginia seeks a Business Service Officer to lead a team of Support Professionals, align service initiatives with market priorities, and partner with Sales and Risk teams to ensure compliant execution.

You will oversee budgets, handle client inquiries, participate in national calls, and drive process improvements while upholding firm policies and a diverse, inclusive culture.

Qualifications

• Bachelor's degree required 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

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
• Partner with 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
• 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 market 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
• 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 lean 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 Market Business Service Officer

Skills

Leadership

Communication

Coaching

Budget management

Risk & Compliance

Strategic thinking

Talent development

Supervisory experience

Education

Bachelor’s degree

Job description

Morgan Stanley in Tysons, Virginia seeks a Business Service Officer to lead a team of Support Professionals, align service initiatives with market priorities, and partner with Sales and Risk teams to ensure compliant execution.

You will oversee budgets, handle client inquiries, participate in national calls, and drive process improvements while upholding firm policies and a diverse, inclusive culture.