Business Service Officer

Morgan Stanley

Business Service Officer supervising branch support teams for Morgan Stanley, a global financial services firm. Managing service operations, talent development, compliance, budgets, and client issue resolution.

Posted 8/5/2026full-timeFrederick • Maryland, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong leadership and talent development capabilities while effectively managing Support Professionals and executing strategic priorities. Possesses expertise in compliance, conflict resolution, and operational oversight to enhance productivity and service quality.

Highest-signal resume keywords

Active Series 7 LicenseActive Series 66 LicenseLeadership and Talent DevelopmentConflict Resolution SkillsRisk and Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance ManagementBudget TrackingProcess ImprovementCoachingOnboardingInterviewingOperational OversightStrategic ThinkingClient Inquiry ResolutionCross-Training

Soft Skills

Effective CommunicationAttention to DetailOrganizational SkillsTime ManagementRelationship Management

Certifications & Qualifications

Series 9 LicenseSeries 10 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesCompliance PoliciesDiversity and InclusionService FunctionsMarket Business Service

About the role

Key responsibilities & impact

Supervise and manage Support Professionals and execute business and service functions within assigned branches
Lead branches in executing strategic priorities through coaching and behavioral change focused on consistency, quality, and compliance
Lead, mentor, and supervise Support and Service Professionals
Promote cross-training, learning, development, and recognition
Facilitate interviewing, selection, and onboarding of new hires, Financial Advisors, and Support Professionals
Partner with the Market Business Service Officer and Human Resources on performance reviews, performance management, and conflict resolution
Maintain relationships with partners across the branch, market, region, and Home Office
Conduct Support Professional one-on-one coaching and meet with Advisor teams to address service needs
Manage Support Professional coverage for Financial Advisors in the branch
Identify and share recognition opportunities, best practices, success stories, and achievements
Champion diversity and inclusion and promote the Firm’s core values
Manage Advisor travel and entertainment expenses and oversee budget tracking and forecasting
Facilitate and manage resolution of client inquiries and requests
Participate in national calls regarding platform changes, policy updates, best practices, and timely updates
Identify and implement process improvements to maximize productivity and efficiency
Perform additional operational oversight and duties delegated by the Market Business Service Officer
Report directly to the Market Business Service Officer
Manage direct reports consisting of Support Professionals

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
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, anticipate change, and provide comprehensive solutions
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 at various levels throughout the market
Knowledge of the Firm’s Risk & Compliance policies
Ability to think strategically

Benefits

Comp & perks

Medical insurance
Prescription drug coverage
Dental insurance
Vision insurance
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
Vacation days annually
10 paid holidays
401(k)
Short-term and long-term disability
Other special perks reserved for employees
Potential annual discretionary incentive compensation award
Potential participation in the relevant business unit’s incentive compensation plan, including a discretionary bonus component
Potential commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages
Employee support and empowerment
Opportunities for career mobility within the business