Ms

Ms

Business Service Officer

Houston, Texas, United States of America

Sponsorship not specifiedDetected 1 day ago
ForecastingHRPerformance ManagementLeadershipCommunicationTime ManagementMentoring

About the role

  • The Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care.
  • We do it in a way that's differentiated - and we've done that for 90 years.
  • 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.

Responsibilities

  • 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
  • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
  • 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
  • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
  • 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.
  • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
  • 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.

Requirements

  • 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
  • Additional operational oversight may be required

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
  • Knowledge of Firm's Risk & Compliance policies
  • Ability to think strategically
  • Bachelor's degree required or equivalent education
  • Previous industry experience

Compensation

  • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution

Benefits

  • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
  • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
  • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
  • EDUCATION, EXPERIENCE, KNOWLEDGE, and

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.
  • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight
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