Branch Service Leader: Elevate Client Experience

Morgan-Stanley; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer in Boca Raton to lead a branch team of Support Professionals and ensure high standards of client service and compliance. The role reports to the Market Business Service Officer and collaborates with Market Sales, Risk and HR to drive service initiatives.

Responsibilities include people management, onboarding, training, budget oversight and process improvements to maximize productivity across the branch and with Advisor teams.

Qualifications

• Bachelor’s degree required or equivalent education.
• Active Series 7 (GS), Series 9 and Series 10 (SU), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of Firm’s Risk & Compliance policies is important.

Responsibilities

• Lead the Branch in executing strategic priorities with coaching and compliance.
• Supervise Support Professionals and ensure service execution for Financial Advisors.
• Partner with HR on performance reviews, onboarding and development.
• Manage interview processes, onboarding and cross-training initiatives.
• Oversee travel, expenses and budget tracking for the branch.
• Facilitate communications with Market Sales, Risk teams and Home Office.
• Identify process improvements to boost productivity and efficiencies.

Skills

Written and verbal communication

Attention to detail

Leadership and talent development

Organizational skills

Conflict resolution

Strategic thinking

Education

Bachelor’s degree

Job description

Morgan Stanley is seeking a Business Service Officer in Boca Raton to lead a branch team of Support Professionals and ensure high standards of client service and compliance. The role reports to the Market Business Service Officer and collaborates with Market Sales, Risk and HR to drive service initiatives.

Responsibilities include people management, onboarding, training, budget oversight and process improvements to maximize productivity across the branch and with Advisor teams.