Branch Service Leader: Elevate Client Experience & Ops

Morgan Stanley; Georgia; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits

Diversity & Inclusion programs

Job summary

Morgan Stanley is seeking a Business Service Officer to oversee Support Professionals and execute service functions within assigned branches. You will mentor staff, promote training, onboarding of Financial Advisors, and partner with Market Sales and Risk to ensure compliant execution of service initiatives.

The role emphasizes leadership, strategic thinking, and strong communication to drive branch performance while aligning with firm policies and diversity goals.

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.
• 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 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 Operational Oversight
• 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 Morgan Stanley EOE committed to diversifying its workforce.
• 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 delegates by the Market Business Service Officer

Skills

Leadership

People management

Communication

Training & development

Coaching

Conflict resolution

Organizational skills

Time management

Relationship management

Strategic thinking

Education

Bachelor’s degree

Finance/Banking licenses (Series 7, 9/10, 66/63/65)

Job description

Morgan Stanley is seeking a Business Service Officer to oversee Support Professionals and execute service functions within assigned branches. You will mentor staff, promote training, onboarding of Financial Advisors, and partner with Market Sales and Risk to ensure compliant execution of service initiatives.

The role emphasizes leadership, strategic thinking, and strong communication to drive branch performance while aligning with firm policies and diversity goals.