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 market 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 Market Business Service Officer

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 market 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 Market Business Service Officer

Education and/or Experience
• Bachelor’s degree required or equivalent education
• Previous industry experience
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series
65 (RA) required
• 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
market
• Knowledge of Firm’s Risk Compliance policies
• Ability to think strategically
Reports to:
• Market 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).

Education and/or Experience
• Bachelor’s degree required or equivalent education
• Previous industry experience
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series
65 (RA) required
• 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
market
• Knowledge of Firm’s Risk Compliance policies
• Ability to think strategically
Reports to:
• Market 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).