Business Service Officer

Morgan Stanley

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

Posted 8/11/2026full-timeCharleston • Kentucky, Virginia, West Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and talent development capabilities while managing Support Professionals and executing business functions. Proficient in conflict resolution, strategic thinking, and maintaining compliance with industry regulations.

Highest-signal resume keywords

Active Series 7 LicenseActive Series 66 LicenseLeadership and Talent DevelopmentConflict Resolution SkillsOrganizational and Time Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Budget TrackingPerformance ManagementProcess ImprovementClient Inquiry ResolutionInterviewing and Onboarding

Soft Skills

Effective CommunicationAttention to DetailRelationship ManagementMotivation and LeadershipProblem Solving

Certifications & Qualifications

Series 9 LicenseSeries 10 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Risk and Compliance PoliciesFinancial AdvisorsSupport ProfessionalsMarket Business Service OfficerDiversity and Inclusion

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 within the market
Facilitate interviewing, selection, and onboarding of new hires, including Financial Advisors and Support Professionals
Partner with the Market Business Service Officer and Human Resources on people management, 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 meetings and meet with Advisor teams to address service needs
Manage Support Professional coverage for Financial Advisors in the Branch
Identify recognition opportunities by sharing best practices, success stories, and achievements
Promote a branch culture aligned with Firm values, diversity, and inclusion
Manage travel and entertainment expenses, budget tracking, and forecasting in accordance with Firm policies
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

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

Comprehensive employee benefits and perks
Support for employees and their families throughout their work-life journey
Opportunities for internal mobility and career development
Diversity and inclusion commitment