Morgan Stanley Jobs – Business Service Manager

Website Morgan Stanley

Job Description:

The Private Wealth Management Business Service Manager will work closely with the Complex Business Service Officer to supervise, manage and support all business and service functions within the Complex. Additional job duties include facilitating communication and training for service staff, and partnering with the Complex Risk Officers in ensuring compliance standards are met. The PWM Business Service Manager will report directly to the Complex Business Service Officer.

Job Responsibilities:

  • Primary responsibility for the business and service functions, with focus on consistency, quality, and compliance with Firm policies and procedures
  • Partner with Complex Risk Officers on branch exams and corrective action plan implementation
  • Consistently conduct support staff meetings to communicate policies and procedures, share best practices and promote teamwork within the complex
  • Responsible for supervision of support staff including managing their training and development
  • Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
  • Work with Complex Business Service Officer and Human Resources on employee related issues
  • Manage day-to-day resolution of client service inquiries and concerns
  • Act as liaison between the complex and various departments within the Firm as necessary
  • Manage and promote firm initiatives, projects and remediations
  • Collaborate with their team on the new hire process and training orientation, including coordinating operational and client service support for newly recruited Financial Advisors and their support staff
  • Expense management including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to firm policies

Job Requirements:

  • Effective written and verbal communication skills
  • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
  • Ability to prioritize and resolve complex problems and escalate as necessary
  • Exceptional organizational and conflict resolution skills
  • Strong attention to detail
  • Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
  • Other licenses as required for role or by management
  • Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex

Qualification & Experience:

  • Bachelor’s Degree required or equivalent education or experience
  • Previous industry experience
  • Evidence of strong leadership capabilities or previous supervisory experience

Job Details:

Company: Morgan Stanley

Vacancy Type: Full-time

Job Functions: Other

Job Location: San Francisco, CA, US

Application Deadline: N/A

Apply Here

Leave a Reply

Your email address will not be published. Required fields are marked *