Branch Service Leader — Elevate Client Experience

Morgan Stanley; San Mateo (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley in San Mateo seeks a seasoned Business Service Officer to lead branch service delivery, supervise Support Professionals and coordinate with Market Sales and Risk teams to ensure flawless execution of service initiatives. You will report to the Market Business Service Officer and drive adherence to firm policies while elevating client experience.

The role emphasizes people management, onboarding, budgeting, and improving processes, with a focus on coaching, collaboration, and

Qualifications

• Bachelor’s degree required or equivalent education
• Previous industry experience
• Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) licenses
• Other licenses as required for the role or by management

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 complex 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
• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
• Administer other duties as delegates by the Market Business Service Officer

Skills

Leadership

Communication

People management

Time management

Strategic thinking

Conflict resolution

Education

Bachelor’s degree

Job description

Morgan Stanley in San Mateo seeks a seasoned Business Service Officer to lead branch service delivery, supervise Support Professionals and coordinate with Market Sales and Risk teams to ensure flawless execution of service initiatives. You will report to the Market Business Service Officer and drive adherence to firm policies while elevating client experience.

The role emphasizes people management, onboarding, budgeting, and improving processes, with a focus on coaching, collaboration, and