Business Service Officer
Company: Morgan Stanley
Location: San Rafael
Posted on: June 21, 2022
Job Description:
Position Summary:
Business 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 Complex Business Service Officer (CBSO) 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 Complex Sales and Risk teams to ensure
execution in all aspects of the business and further support the
CBSO with delivering on service initiatives.
Duties and Responsibilities:
People Management and Communication
- 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
- 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
Qualifications:
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:
Keywords: Morgan Stanley, San Rafael , Business Service Officer, Other , San Rafael, California
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