Business Service Officer

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing ourclient experience through an elevated standard of care. The Business Service Officer (BSO) will reportdirectly to the Market Business Service Officer (MBSO) and is responsible for the supervisionmanagement of Support Professionals and execution of all business and service functions within theassigned branches. Additional job responsibilities include facilitating communication and training forService Professionals partner with Market Sales and Risk teams to ensure execution in all aspects of thebusiness and further support the MBSO with delivering on service initiatives.

DUTIES and RESPONSIBILITIES
People Management and Communication
Lead the Branch in executing the organizations strategic priorities by influencing and coachingbehavioral change with a focus on consistency quality and compliance with Firm policies andprocedures
Lead mentor and supervise a team of Support and Service Professionals
Promote cross-training learning development and recognition of Service and Support Professionalswithin the market
Facilitate the interviewing selection and onboarding of new hires including newly recruitedFinancial Advisors and their Support Professionals
Partner with MBSO and Human Resources regarding all aspects of people management includingannual performance reviews performance management and conflict resolution
Maintain strong relationships with key partners within the Branch Market Region and Home Officeincluding participation in team meetings regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities careergoal setting job related activities firm opportunities and team building; this includes meeting withAdvisor 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 bestpractices success stories and achievements
Promote a branch culture thats consistent with the Firms core values including championing diversity and inclusion

Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to managebudget 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 updatesshare best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity anddriving efficiencies
Additional operational oversight may be required
Administer other duties as delegated by the Market Business Service Officer

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS
Education and/or Experience
Bachelors 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 Series65 (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 comprehensivesolutions 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 themarket
Knowledge of Firms Risk & Compliance policies
Ability to think strategically

Reports to
Market Business Service Officer

Direct reports:
Support Professionals

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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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For Virginia:

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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