Business Service Officer

Morgan Stanley - Allentown, PA

Full-time - Mid Level

Allentown, PA

5,001-10,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Business Service Officer (BSO) plays a crucial role in enhancing the client experience by modernizing service standards within the organization. This position involves supervising and managing Support Professionals, executing business and service functions, and collaborating with various teams to ensure effective service delivery. The BSO is responsible for leading the branch in strategic priorities, facilitating communication and training, and supporting the Complex Business Service Officer (CBSO) in service initiatives.

Responsibilities

• Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change.
• Mentor and supervise a team of Support and Service Professionals.
• Promote cross-training, learning, development, and recognition of Service and Support Professionals.
• Facilitate the interviewing, selection, and onboarding of new hires, including Financial Advisors and their Support Professionals.
• Partner with CBSO and Human Resources regarding people management aspects, including performance reviews and conflict resolution.
• Maintain strong relationships with key partners within the Branch, Complex, Region, and Home Office.
• Conduct one-on-one meetings with Support Professionals for coaching, career goal setting, and team building.
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch.
• Identify recognition opportunities for Support Professionals through sharing best practices and success stories.
• Promote a branch culture consistent with the Firm's core values, including diversity and inclusion initiatives.
• Manage travel and entertainment expenses for Advisors and ensure adherence to Firm policies.
• Facilitate and manage resolution of client inquiries and requests.
• Participate in national calls to learn about platform changes and policy updates.
• Identify and implement process improvements to maximize productivity and drive efficiencies.

Requirements

• Bachelor's degree required or equivalent education.
• Previous industry experience is preferred.
• Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) licenses are required.
• Effective written and verbal communication skills.
• Strong attention to detail and ability to prioritize complex needs.
• Ability to identify issues and trends to provide comprehensive solutions.
• Evidence of strong leadership and talent development capabilities.
• Exceptional organizational and time management skills.
• Exceptional conflict resolution skills.
• Ability to manage relationships and motivate groups at various levels.
• Knowledge of Firm's Risk & Compliance policies.
• Ability to think strategically.

Nice-to-haves

• Previous supervisory experience preferred.