Business Service Officer

Morgan Stanley

Sherman Oaks, United States
Base: $120,000 - $165,000 py; bonus/equity: not sp...
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Client experience modernization
Supervision of support professionals
Execution of business functions
** Morgan Stanley is seeking a Business Service Officer (BSO) in Sherman Oaks, responsible for modernizing client experiences and supervising Support Professionals within assigned branches. The role involves people management, operational oversight, and fostering a culture aligned with the firm's core values. **

Job Summary

  • Business Service Officers are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care.
  • Lead, mentor, and supervise a team of Support and Service Professionals, and facilitate the interviewing, selection and onboarding of new hires.
  • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch and identify Support Professional recognition opportunities.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Business Service Officer (BSO) in Sherman Oaks, responsible for modernizing client experiences and supervising Support Professionals within assigned branches. The role involves people management, operational oversight, and fostering a culture aligned with the firm's core values. **

Salary

Base: $120,000 - $165,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client experience modernization
  • Supervision of support professionals
  • Execution of business functions
  • Client inquiry resolution
  • Process improvement identification

Nice-to-have

  • Championing diversity and inclusion
  • Strategic priority execution
  • Talent development capabilities
  • Relationship management

Key Requirements

  • Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
  • Bachelor's degree or equivalent
  • Previous industry experience
  • Previous supervisory experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter