Business Service Officer - Alexandria, United States - Morgan Stanley
Description
Business Service OfficerJob Number:
3249868
POSTING DATE:
May 6, 2024
PRIMARY LOCATION:
Americas-United States of America-Virginia-Mclean
OTHER LOCATIONS:
Americas-United States of America-Virginia-Alexandria, Americas-United States of America-Virginia-Reston, Americas-United States of America-Maryland-Frederick
JOB:
Wealth Management
EMPLOYMENT TYPE:
Full Time
JOB LEVEL:
Professional
DESCRIPTION- 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, mentor, and supervise a team of Support and Service Professionals
- Promote crosstraining, 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 oneonone 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
- 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 OfficerQUALIFICATIONS
- EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
- Education and/or Experience
- 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
- 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:
- Support Professionals
- Morgan 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.
- Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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