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 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 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 needs Manage 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 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 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

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 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 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 needs Manage 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 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 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 Experience

Bachelor’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 management

Knowledge/Skills

Effective 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 strategically

Reports to

Complex Business Service Officer

Direct reports

Support ProfessionalsMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V.

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

Bachelor’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 management

Knowledge/Skills

Effective 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 strategically

Reports to

Complex Business Service Officer

Direct reports

Support ProfessionalsMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V.false