Branch Service Operations Leader

Morgan Stanley; Raleigh (NC); On-site; USD 80,000 - 105,000; Full time

Job summary

Morgan Stanley in Raleigh area seeks a Service Manager to shape client experience by improving service operations and efficiency. You will supervise Service Associates & Receptionists, manage branch service functions like money movement and trade support, and collaborate with Market Sales and Risk teams to deliver on service initiatives.

The role emphasizes leadership, strategic thinking, and adherence to Firm policies, with reporting to the Market Business Service Officer and opportunities to

Qualifications

• Four-year college degree required or equivalent education.
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Evidence of strong leadership and talent development capabilities.
• Excellent written and verbal communication skills.
• Knowledge of Firm’s Risk & Compliance policies.

Responsibilities

• Oversee and manage service transaction approvals and processes across branches.
• Lead and supervise Service Associates & Receptionists; ensure coverage across branches.
• Coordinate with Market Sales and Risk teams to ensure execution of business initiatives.
• Ensure compliance with Firm policies and procedures through self-audit testing and branch exams.
• Identify process improvements to maximize productivity and drive efficiencies.
• Report to the Market Business Service Officer and support service initiatives.

Skills

Leadership

Communication

Risk & Compliance

Strategic thinking

Time management

Problem solving

Relationship management

Education

Bachelor-equivalent degree

Series 7/9/10/66/63/65 licenses

Previous industry experience

Job description

Morgan Stanley in Raleigh area seeks a Service Manager to shape client experience by improving service operations and efficiency. You will supervise Service Associates & Receptionists, manage branch service functions like money movement and trade support, and collaborate with Market Sales and Risk teams to deliver on service initiatives.

The role emphasizes leadership, strategic thinking, and adherence to Firm policies, with reporting to the Market Business Service Officer and opportunities to