Branch Service Leader: Elevate Client Experience

Morgan Stanley; New York (NY); On-site; USD 110,000 - 185,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Incentive compensation

Diversity and inclusion programs

Job summary

A leading financial services firm seeks a Business Service Officer in New York to manage support teams and enhance client service. This role involves leading staff, executing business functions, and ensuring compliance with policies. Candidates require a bachelor's degree, relevant industry experience, and specific licenses. The salary range is competitive, reflecting individual qualifications and experiences.

Qualifications

• Bachelor’s degree or equivalent education is required.
• Previous industry experience preferred.
• Supervisory experience is an asset.

Responsibilities

• Lead and supervise a team of Support Professionals.
• Facilitate the interviewing and onboarding processes.
• Promote cross-training and development opportunities.
• Manage client inquiries and requests.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Evidence of strong leadership

Exceptional organizational skills

Education

Bachelor’s degree 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)

Job description

A leading financial services firm seeks a Business Service Officer in New York to manage support teams and enhance client service. This role involves leading staff, executing business functions, and ensuring compliance with policies. Candidates require a bachelor's degree, relevant industry experience, and specific licenses. The salary range is competitive, reflecting individual qualifications and experiences.