Private Wealth Management Business Service Officer
Company: Morgan Stanley
Location: Washington
Posted on: May 8, 2024
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Job Description:
DescriptionPOSITION 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
CommunicationLead 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 proceduresLead, mentor, and supervise a team of
Support and Service ProfessionalsPromote cross-training, learning,
development and recognition of Service and Support Professionals
within the ComplexFacilitate the interviewing, selection and
onboarding of new hires, including newly recruited Financial
Advisors and their Support ProfessionalsPartner with CBSO 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, Complex, 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 that's consistent with the
Firm's 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 Complex Business Service OfficerQualificationsEDUCATION,
EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or
ExperienceBachelor's 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 ComplexKnowledge of Firm's Risk & Compliance
policiesAbility to think strategicallyReports To:Complex Business
Service OfficerDirect Reports:Support ProfessionalsMorgan Stanley's
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).Job
Field: Wealth Management
Keywords: Morgan Stanley, Olney , Private Wealth Management Business Service Officer, Executive , Washington, Maryland
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