Service Operations Leader - Branch & Team Excellence

Morgan-Stanley; Raleigh (NC); On-site; USD 95,000 - 140,000; Full time

Job summary

Morgan Stanley in Raleigh, NC seeks an experienced Service Manager to lead branch operations, supervise Service Associates & Receptionists, ensure service efficiencies, and maintain regulatory compliance across money movement, trade support, and document handling. You will drive training, partner with Sales and Risk, and implement process improvements to enhance client experience and branch performance.

This role reports to the Market Business Service Officer and requires strong leadership and

Qualifications

• Four-year college degree required or equivalent education.
• Active Series licenses required: 7, 9/10 and 66 or 63/65 depending on role.
• Demonstrated leadership and talent development capabilities.

Responsibilities

• Oversee and manage service transaction approvals and processes and ensure reports and logs are maintained.
• Lead branch team and supervise Service Associates & Receptionists; conduct coaching and development.
• Ensure branch compliance with Firm policies; perform self-audit testing with Risk partners.
• Coordinate with Market Sales and Risk teams to ensure cross-functional execution.
• Facilitate communication and training for Service Professionals; participate in national calls.
• Identify process improvements to maximize productivity and efficiency; implement corrective actions.
• Travel to branches as needed to ensure coverage and support.

Skills

Leadership

Communication

Attention to detail

Strategic thinking

Time management

Education

Four-year college degree or equivalent

Active securities licenses (Series 7, 9/10, 66 or 63/65)

Job description

Morgan Stanley in Raleigh, NC seeks an experienced Service Manager to lead branch operations, supervise Service Associates & Receptionists, ensure service efficiencies, and maintain regulatory compliance across money movement, trade support, and document handling. You will drive training, partner with Sales and Risk, and implement process improvements to enhance client experience and branch performance.

This role reports to the Market Business Service Officer and requires strong leadership and