Business Service Officer
Not Disclosed•Full-TimeOn-site
location_onBellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States
About the Team
The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing the client experience through an elevated standard of care. At Morgan Stanley, we have raised, managed, and allocated capital for our clients for 90 years, doing so in a differentiated way that puts clients first. Our values guide every decision we make to do what is best for our clients, communities, and more than 80,000 employees across 42 countries. We are proud to support our employees and their families at every point along their work-life journey, offering an environment where teams are relentless collaborators and creative thinkers fueled by diverse backgrounds and experiences.
About the Role
The Business Service Officer reports directly to the Market Business Service Officer (MBSO) and serves as a pivotal leader within the branch. This role is responsible for the supervision and management of Support Professionals, ensuring the execution of all business and service functions. The BSO acts as a strategic partner to the MBSO, facilitating communication and training for Service Professionals while collaborating with Market Sales and Risk teams to ensure comprehensive business execution.
In this position, you will lead the branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance. You will mentor and supervise a team of Support and Service Professionals, managing their coverage for Financial Advisors and fostering a culture of cross-training, learning, and development. A key part of the day-to-day involves conducting one-on-one meetings for coaching, career goal setting, and team building, as well as partnering with Human Resources on performance management and conflict resolution. Additionally, you will manage operational oversight, including travel and entertainment expenses, budget tracking, and the implementation of process improvements to drive efficiency.
Hiring Process
Candidates for this role must possess the required industry licenses, including Series 7, Series 9, Series 10, and Series 66 (or Series 63 and 65). The selection process evaluates candidates for strong leadership capabilities, effective communication skills, and the ability to think strategically. Successful applicants will be expected to demonstrate a commitment to the firm's core values and a history of supervisory experience.
Equal Opportunity
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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Skills, education and keywords
Skills: Series 7, Series 9, Series 10, Series 66, Series 63, Series 65.
Education: Bachelor's degree required or equivalent education.
Frequently asked questions about Business Service Officer at Morgan Stanley
What does a Business Service Officer at Morgan Stanley do?expand_more
A Business Service Officer at Morgan Stanley is responsible for the following: Lead, mentor, and supervise a team of Support and Service Professionals; Manage travel and entertainment expenses and oversee budget tracking and forecasting; Conduct one-on-one coaching meetings for career goal setting and team building; and Facilitate interviewing, selection, and onboarding of new hires including Financial Advisors.
What are the requirements for this Business Service Officer role?expand_more
Morgan Stanley is looking for candidates who meet the following requirements: Bachelor's degree required or equivalent education; Previous industry experience; and Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
Where is the Business Service Officer role at Morgan Stanley located?expand_more
Business Service Officer at Morgan Stanley is based in Bellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States. This is a on-site role.