Business Service Officer

Morgan Stanley

Business Service Officer at Morgan Stanley shaping future service and modernizing client experience. Supervising a team and facilitating training while managing business and service functions in the branch.

Posted 7/9/2026full-timeBellevue • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing and mentoring Support Professionals while executing strategic priorities and enhancing client experience. Possesses essential industry licenses and a solid foundation in service operations and team development.

Highest-signal resume keywords

Bachelor's DegreeActive Series 7 LicenseActive Series 66 LicenseTeam ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

CoachingCommunicationTeam BuildingMentoring

Certifications & Qualifications

Series 9 LicenseSeries 10 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Client ExperienceService InitiativesSupport ProfessionalsFinancial AdvisorsOnboarding

About the role

Key responsibilities & impact

Shape the future of service by modernizing client experience through an elevated standard of care
Supervise, manage Support Professionals and execution of all business and service functions
Facilitate communication and training for Service Professionals
Partner with Market Sales and Risk teams
Support the MBSO with delivering on service initiatives
Lead the Branch in executing the organization’s strategic priorities
Mentor and supervise a team of Support and Service Professionals
Facilitate interviewing, selection and onboarding of new hires
Maintain strong relationships with key partners
Conduct one-on-one meetings for coaching, career goal setting, and team building
Manage Support Professionals coverage for Financial Advisors
Identify recognition opportunities and promote a consistent branch culture
Manage travel and entertainment expenses for Advisors
Facilitate resolution of client inquiries/requests

Requirements

What you’ll need

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 management

Benefits

Comp & perks

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Other special perks reserved for our employees