Morgan Stanley
POSITION SUMMARY
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 Market Business Service Officer (MBSO) 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 Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO 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 Market
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with MBSO 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, Market, 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 learn 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 Market 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 elevate 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 preferredExceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to
Market Business Service Officer
Direct reports
Support Professionals
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.
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).
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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 Market
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with MBSO 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, Market, 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 learn 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 Market 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 elevate 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 preferredExceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to
Market Business Service Officer
Direct reports
Support Professionals
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.
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).
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