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Morgan Stanley logo

Business Service Officer

Morgan Stanley
New York, New York

$120,000 - $170,000 / year

Morgan Stanley Business Service Officer Job Description POSITION SUMMARYBusiness Service Officers (BSO) are responsible for shaping the future of service by modernizing our client...

Posted 2 weeks ago

Tenaska logo

Business Services Coordinator

Tenaska
Omaha, Nebraska
Tenaska is one of the largest privately held companies in the United States, an organization that’s adept in natural gas and power marketing, power management, development and acqu...

Posted 2 weeks ago

Transition Home Healthcare logo

Business Development Specialist- Hospice

Transition Home Healthcare
Houston, Texas
At Transition Home Healthcare & Pathways Hospice, our associates are our most valuable asset. Each associate provides a service that directly or indirectly affects patients, famili...

Posted 2 weeks ago

T logo

Client Business Executive

Thrive
Dallas, Texas
Description About us: Thrive is an innovative technology solutions provider focused on Cyber Security, Hybrid Cloud, Global Network Management, Disaster Recovery, and traditional M...

Posted 2 weeks ago

Baselayer logo

Business Development Representative

Baselayer
San Francisco, California

$70,000 - $90,000 / year

ABOUT BASELAYER Every business in America needs a bank account to exist. The system that decides whether they're real, who's behind them, and whether they're a risk, runs on infras...

Posted 2 weeks ago

Crowe logo

Senior Business Development Consultant

Crowe
Chicago, Illinois

$64,900 - $129,500 / year

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver res...

Posted 2 weeks ago

Insperity logo

Outside Sales Consultant / Business Performance Advisor

Insperity
Providence, Rhode Island

$102,500 - $117,500 / year

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90...

Posted 2 weeks ago

Buckeye Nissan logo

Business Development Center

Buckeye Nissan
Hilliard, Ohio
Business Development Associate Role Overview The Business Development Associate serves as a key link between potential customers and the dealership’s sales team. This role focuses...

Posted 2 weeks ago

Celsius logo

Director, Business Transformation

Celsius
Boca Raton, Florida
Description If you’re reading this on your way from 5am spin class to festival fast-pass, you’re CELSIUS®— an everyday hustler with the essential energy to aim high, and go the ext...

Posted 2 weeks ago

Servpro logo

Business Development Specialist

Servpro
Slidell, Louisiana
Benefits: 401(k) matching Dental insurance Health insurance Vision insurance SERVPRO of Lafayette/The New Orleans Westbank/Slidell is hiring a Business Development Specialist ! Ben...

Posted 2 weeks ago

Mckinnon Nissan logo

Automotive Business Development Representative

Mckinnon Nissan
Clanton, Alabama
We are your local, family-owned Nissan and Toyota dealership! Proudly serving our area for over 50 years. Since opening our doors in 1964, we have strived to exceptionally serve ou...

Posted 2 weeks ago

Netradyne logo

Senior Business Process Manager

Netradyne
San Francisco, California

$125,000 - $165,000 / year

Netradyne harnesses the power of Computer Vision and Edge Computing to revolutionize the modern-day transportation ecosystem. We are a leader in fleet safety solutions. With growth...

Posted 2 weeks ago

Substack logo

Director, Strategic Business Operations (BizOps)

Substack
San Francisco, California

$200,000 - $300,000 / year

Substack is building a new economic engine for culture, giving the brightest, most interesting, and most creative people on the internet the power of their own publishing platform....

Posted 2 weeks ago

Servpro logo

Business Development Specialist

Servpro
Baltimore, Maryland

$18 - $25 / hour

SERVPRO of Catonsville is hiring a Business Development Specialist ! Benefits SERVPRO of Catonsville offers: Competitive compensation Superior benefits Career progression Professio...

Posted 2 weeks ago

Rillet logo

Business Operations Associate

Rillet
New York City, New York
What We Do Rillet serves accounting and finance teams—the financial brains of their companies. Our job is to help them run the numbers with impossible speed, accuracy, and insight....

Posted 2 weeks ago

Pirros logo

Business Development Representative

Pirros
Los Angeles, California
About Pirros Pirros is building the intelligence layer for design production. We are fundamentally reshaping how architecture and engineering firms manage project knowledge and tec...

Posted 2 weeks ago

U.S. Bank logo

Small Business Specialist 3 - Point Loma, CA

U.S. Bank
San Diego, California

$35 - $43 / hour

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we suppor...

Posted 2 weeks ago

Integrity Marketing Group logo

Business Analyst - Sales & Distribution

Integrity Marketing Group
Dallas, Texas
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative ap...

Posted 1 week ago

State Street logo

Alternatives Business Transformation, Vice President

State Street
Quincy, Massachusetts

$110,000 - $188,750 / year

Who we are looking for Vice President level independent contributor needed for the Alternative Investments Transformation team. This role will work closely with Alternative Investm...

Posted 1 week ago

Centific logo

FPA & Business Operation Analyst

Centific
Redmond, Washington
About Centific Centific is a frontier AI data foundry that curates diverse, high-quality data, using our purpose-built technology platforms to empower the Magnificent Seven and our...

Posted 1 week ago

Morgan Stanley logo

Business Service Officer

Morgan StanleyNew York, New York

$120,000 - $170,000 / year

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$120,000-$170,000/year
Benefits
Family/Dependent Health
Paid Vacation
Parental and Family Leave

Job Description

Morgan Stanley

Business Service Officer

Job Description

POSITION SUMMARYBusiness 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 Market Business Service Officer (MBSO) 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 Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO 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 market 
  • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals 
  • Partner with MBSO 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, Market, 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 market 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 Morgan Stanley EOE committed to diversifying its workforce.M/F/D/VVersion: 03/23/23

    Morgan Stanley

    Business Service Officer

    Job Description

  • 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 Market 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 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  • Other licenses as required for the role or by managementKnowledge/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 market
  • Knowledge of Firm’s Risk & Compliance policies
  • Ability to think strategicallyReports to: Market Business Service Officer

    Direct reports:

  • Support Professionals

    WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

    At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  

  • Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

    To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

    Expected base pay rates for the role will be between $120,000 - $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    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.

    For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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    Submit 10x as many applications with less effort than one manual application.

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