Business Service Officer
Company: Morgan Stanley
Location: Beverly Hills
Posted on: May 3, 2022
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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 EDUCATION, EXPERIENCE,
KNOWLEDGE, And SKILLS 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 Support Professionals
Keywords: Morgan Stanley, Beverly Hills , Business Service Officer, Other , Beverly Hills, California
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