Business Service Officer

Morgan Stanley

Business Service Officer responsible for enhancing client experience and managing teams at Morgan Stanley. Leading service initiatives and providing operational oversight within assigned branches.

Posted 7/9/2026full-timeBirmingham • Alabama • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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
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
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
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 delegated by the Market Business Service Officer

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
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

Benefits

Comp & perks

Comprehensive employee benefits and perks
Opportunities to move about the business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Bachelor’s DegreePrevious Industry ExperienceAttention to DetailProcess ImprovementClient Inquiry Resolution

Soft Skills

Effective CommunicationAbility to PrioritizeRelationship ManagementMotivation and LeadershipTeam Building

Certifications

Active Series 7Active Series 9Active Series 10Active Series 66Active Series 63Active Series 65