Business Service Officer

ehavioral 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 Complex

• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals

• Partner with CBSO 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, Complex, 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 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 Complex 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, 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 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 Complex

• Knowledge of Firm's Risk & Compliance policies

• Ability to think strategically

Reports to

• Complex Business Service Officer

Direct reports

• Support Professionals

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V.