Branch Service & Operations Leader

Morgan Stanley; Roseville (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Mentorship programs

Diversity and inclusion initiatives

Flexible work-life balance

Incentive compensation packages

Job summary

An established industry player is seeking a Business Service Officer to elevate client service standards and modernize the client experience. This role involves leading a team of Support Professionals, ensuring operational excellence, and fostering a culture of diversity and inclusion. The ideal candidate will possess strong leadership skills and a commitment to enhancing service delivery. Join a company that values integrity and excellence, providing a supportive environment for professional growth and development. If you're passionate about delivering exceptional client service and driving team performance, this opportunity is perfect for you.

Qualifications

• Bachelor’s degree required, with previous industry experience.
• Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) licenses required.

Responsibilities

• Lead and mentor a team of Support and Service Professionals.
• Manage operational oversight and client inquiries.
• Promote a culture consistent with the Firm’s core values.

Skills

Effective written and verbal communication skills

Attention to detail

Leadership and talent development

Conflict resolution skills

Organizational and time management skills

Ability to prioritize and resolve complex needs

Knowledge of Risk & Compliance policies

Education

Bachelor’s degree

Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)

Job description

An established industry player is seeking a Business Service Officer to elevate client service standards and modernize the client experience. This role involves leading a team of Support Professionals, ensuring operational excellence, and fostering a culture of diversity and inclusion. The ideal candidate will possess strong leadership skills and a commitment to enhancing service delivery. Join a company that values integrity and excellence, providing a supportive environment for professional growth and development. If you're passionate about delivering exceptional client service and driving team performance, this opportunity is perfect for you.