Business Service Officer

Morgan Stanley; Seattle (WA); On-site; USD 120,000 - 160,000; Full time

Job summary

An established industry player is seeking a Business Service Officer to enhance client services through innovative strategies. This role involves leading a team of Support Professionals, ensuring operational excellence, and fostering a culture of development and recognition. The ideal candidate will possess strong leadership skills and a commitment to diversity and inclusion. Join a dynamic team dedicated to delivering exceptional service and driving positive change in a collaborative environment. This is a unique opportunity to make a significant impact within a reputable organization.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Parental Leave

Short/Long Term Disability

Life Insurance

Dependent Day Care Savings Account

Paid Holidays

Qualifications

• Bachelor’s degree required or equivalent education.
• Previous industry experience and active licenses are essential.

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities.
• Manage and oversee Support Professionals coverage for Financial Advisors.
• Identify and implement process improvements for productivity.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Leadership and talent development capabilities

Conflict resolution skills

Education

Bachelor’s degree

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

Job description

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Business 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 Communication

• 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 Complex
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with CBSO 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, Complex, 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
  
  

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
• 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 Complex Business Service Officer
  
  

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education And/or Experience

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

Knowledge/Skills

• Effective written and verbal communication skills
• Strong attention to detail
• Ability to prioritize and resolve complex needs and escalate as necessary
• Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
• Evidence of strong leadership and talent development capabilities
• Previous supervisory experience preferred
• Exceptional organizational and time management skills
• Exceptional conflict resolution skills
• Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
• Knowledge of Firm’s Risk & Compliance policies
• Ability to think strategically
  
  

Reports To

• Complex Business Service Officer
  
  

Direct Reports

• Support Professionals
  
  

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Salary range for the position: $120,000 - $160,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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