PWM Service Manager

PWM Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision management of Service Associates & Receptionists and execution of all operational service functions within the assigned branches. These operational service functions include but are not limited to money movement trade support and operational approvals. 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:

Operational Oversight

Oversee and manage service transaction approvals and processes (e.g. trade supervision money movement document handling cashiering trading and account maintenance) and ensuring reporting logs and files are maintained and actioned appropriately

Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch

Lead select operational remediations within the team and ensure corrective action is taken before deadlines

Ensure appropriate coverage across all branches assigned which may include travel to assigned branches (e.g. both within operations areas as well as offices with reception areas)

Facilitate and manage resolution of client inquiries/requests

Oversee various administrative efforts in the branch

Ensure compliance with Firm policies and procedures by overseeing the execution of regular self audit testing and partnering with the Market Risk Officers on branch exams and corrective action plan implementation relating to the service organization

Participate in national calls to learn 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

Administer other duties as delegated by the Market Business Service Officer

People Management and Communication

Lead 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 procedures

Lead mentor and supervise a team of Service Associates & Receptionists including conducting one on-one meetings for coaching opportunities career goal setting job related activities firm opportunities and team building with direct reports 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 Service Associates & Receptionists responsible for operations within the branch

Promote a branch culture thats consistent with the Firms core values including championing diversity and inclusion

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:

Education and/or Experience

Four-year college 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

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 Firms Risk & Compliance policies

Ability to think strategically

Reports to:

Market Business Service Officer

Direct reports:

Service Associates and Receptionists

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 - 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.

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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).