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Business Service Officer at Morgan Stanley
Morgan Stanley
San Mateo, CA
Administration
Posted 0 days ago
Job Description
POSITION SUMMARYBusiness 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 CommunicationLead the Branch in executing the organizations 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 MarketFacilitate the interviewing selection and onboarding of new hires including newly recruited Financial Advisors and their Support ProfessionalsPartner with MBSO 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 Market 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 thats consistent with the Firms core values including championing diversity and inclusionOperational OversightManages 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 Market Business Service OfficerEDUCATION EXPERIENCE KNOWLEDGE and SKILLS:Education and/or ExperienceBachelors 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 managementKnowledge/SkillsEffective 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 MarketKnowledge of Firms Risk & Compliance policiesAbility to think strategicallyReports to:Market Business Service OfficerDirect reports:Support ProfessionalsWHAT 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.Expected base pay rates for the role will be between $120000 - $165000 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 Stanleys 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).Required Experience:Unclear Seniority Key Skills Business Intelligence,Children Activity,Business Analysis,Corporate Sales,ABB,Corporate Development Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 120000 - 165000
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