Business Service Officer job opportunity at Morgan Stanley.

Home Jobs In United States Of America Tag: Job Business Service Officer position at Morgan Stanley


DateMore Than 30 Days Ago bot
Morgan Stanley Business Service Officer
Experience: Highly Experienced
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Garden City, New York, United States of America, United States Of America
loacation Garden City, N..........United States Of America

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 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 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 Morgan Stanley EOE committed to diversifying its workforce. 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, EXPERIENCE, KNOWLEDGE, and SKILLS: 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 AND 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 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $120,000 to - $160,000 per year]at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs 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).

Other Ai Matches

IED - Derivatives Clearing Strategy & Product VP/ED Applicants are expected to have a solid experience in handling Job related tasks
Digital Assets Strategist, Vice President/Executive Director Applicants are expected to have a solid experience in handling Vice President/Executive Director related tasks
PWM Associate Service Manager Applicants are expected to have a solid experience in handling Job related tasks
Java Full stack - Director- Software Engineering Applicants are expected to have a solid experience in handling Job related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Asia Wealth Management, Client Service Manager, Hong Kong Applicants are expected to have a solid experience in handling Client Service Manager, Hong Kong related tasks
Business Development Manager - Minnesota/Wisconsin Applicants are expected to have a solid experience in handling Job related tasks
Corporate Treasury Desk Strategist - Vice President Applicants are expected to have a solid experience in handling Job related tasks
Private Wealth Management Analyst Applicants are expected to have a solid experience in handling Job related tasks
Python Automation Engineer - Director - Data & Analytics Engineering Applicants are expected to have a solid experience in handling Job related tasks
Resident Manager Applicants are expected to have a solid experience in handling Job related tasks
Finance Change Vice President Applicants are expected to have a solid experience in handling Job related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Control Group Manager - Compliance, Associate / Director (AVP equivalent) Applicants are expected to have a solid experience in handling Associate / Director (AVP equivalent) related tasks
Automation Testing _ Director _ QA Engineering Applicants are expected to have a solid experience in handling Job related tasks
Mainframe MQ Engineer_Director_Cloud & Infrastructure Engineering Applicants are expected to have a solid experience in handling Job related tasks
U.S. Banks Affiliate Risk Oversight Execution VP Applicants are expected to have a solid experience in handling Job related tasks
Operations Director - Risk, Regulatory & Resilience Applicants are expected to have a solid experience in handling Regulatory & Resilience related tasks
Real Estate Investing, Pre-MBA Associate (2027 Program) Applicants are expected to have a solid experience in handling Pre-MBA Associate (2027 Program) related tasks
Lead Technology Administration Office_Director Applicants are expected to have a solid experience in handling Job related tasks
Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Operations Analyst (Market Operations) - Parametric Applicants are expected to have a solid experience in handling Job related tasks
Global Financial Crimes Operations Officer / Vice President Applicants are expected to have a solid experience in handling Job related tasks