Business Service Officer

Morgan-Stanley; Lake Oswego (OR); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits

Career development opportunities

Job summary

Morgan Stanley in Lake Oswego seeks a Business Service Officer to supervise Support Professionals and execute branch service functions. You will lead service delivery, coach Advisor teams, and help implement strategic priorities with a focus on quality and compliance.

Collaborate with Complex Sales and Risk teams, manage performance reviews, onboarding, and cross-training while maintaining branch budgets and strong partner relationships across the region.

Qualifications

• Bachelor’s degree or equivalent education required.
• Active securities licenses (Series 7, 8, and 66 or 63 and 65) or equivalent.
• Strong leadership and talent development capabilities.

Responsibilities

• Lead and supervise Support Professionals and Service Professionals.
• Oversee branch service operations and budget adherence.
• Coach Advisors and teams; facilitate onboarding and training.
• Partner with CBSO and HR on performance reviews and conflict resolution.
• Ensure compliance with firm policies and risk controls.

Skills

Leadership

Communication

People management

Strategic thinking

Risk awareness

Education

Bachelor’s degree or equivalent

Series 7/8 and 66 or 63/65 licenses

Job description

POSITION SUMMARYBusiness Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.DUTIES and RESPONSIBILITIES:People Management and CommunicationLead 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 proceduresLead, mentor, and supervise a team of Support and Service ProfessionalsPromote cross-training, learning, development and recognition of Service and Support Professionals within the ComplexFacilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support ProfessionalsPartner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolutionMaintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national callsConsistently 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 needsManage and oversee Support Professionals coverage for Financial Advisors in the BranchIdentify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievementsPromote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusionOperational OversightManages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policiesFacilitate and manage resolution of client inquiries/requestsParticipate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updatesIdentify and implement process improvements to ensure teams are maximizing productivity and driving efficienciesAdditional operational oversight may be requiredAdminister other duties as delegates by the Complex Business Service Officer\"EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceBachelor’s degree required or equivalent educationPrevious industry experienceActive Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)Other licenses as required for the role or by managementKnowledge/SkillsEffective written and verbal communication skillsStrong attention to detailAbility to prioritize and resolve complex needs and escalate as necessaryAbility to identify issues and trends in order to anticipate change and provide comprehensive solutions and remediesEvidence of strong leadership and talent development capabilitiesPrevious supervisory experience preferredExceptional organizational and time management skillsExceptional conflict resolution skillsAbility to manage relationships, motivate and lead groups of people at various levels throughout the ComplexKnowledge of Firm’s Risk & Compliance policiesAbility to think strategicallyReports to:Complex Business Service OfficerDirect reports:Support ProfessionalsWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .