Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care
Job Summary
Business Service Officers (BSO) 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, promoting cross-training, learning, development, and recognition.
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch and identify Support Professional recognition opportunities.
Matching Summary
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care.
Salary
Base: $120,000 - $165,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client experience modernization
Service professional supervision
Business and service execution
Communication and training facilitation
Partner with Sales and Risk teams
Process improvement implementation
Nice-to-have
Championing diversity and inclusion
Strategic priority execution
Talent development capabilities
Relationship management at various levels
Key Requirements
Bachelor’s degree or equivalent
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)