Business Relationship Officer

Business Relationship Officer

Role Overview:

The primary duty of a Business Service Officer (BSO) is to lead the transformation of customer service standards, aiming to improve the overall client experience. Positioned under the Market Business Service Officer (MBSO), the BSO is responsible for overseeing Support Professionals, as well as ensuring the efficient operation of service functions across designated branches.

Education & Experience:

• Completion of a bachelor's program or an equivalent educational background is mandatory
• Previous industry experience
• It is necessary to have current certifications in Series 7 (GS), Series 9 and 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Supplementary certifications as deemed necessary by supervisory staff

Knowledge & Skills:

• The ability to communicate effectively through both written and oral means is essential
• Intense concentration on particulars
• Skill in prioritizing and tackling complicated demands adeptly, escalating when required
• The aptitude to pinpoint concerns and developments to forecast transformation and deliver holistic answers
• Demonstrated proficiency in leadership skills alongside a knack for fostering talent development
• Preference given to candidates with prior supervisory background
• Exceptional skills in arranging tasks and effectively utilizing time
• Impressive ability to handle and resolve conflicts with finesse
• Skills in navigating relationships, encouraging, and directing groups spanning various sectors
• Being familiar with the risk and compliance procedures of a firm is crucial
• Skill in strategic decision-making

Key responsibilities include:

• Supporting Service Professionals through effective communication and training
• Working together with Market Sales and Risk units to ensure the successful execution of various business elements
• Supporting the MBSO in the execution of service-focused projects
• Guide the department in carrying out the company's strategic plans by encouraging and training employees to modify their actions, concentrating on uniformity, excellence, and adherence to regulations
• Provide leadership, guidance, and supervision to a team of Support and Service Specialists
• Support the continuous learning and improvement of Service and Support Professionals by providing opportunities for development and skill enhancement to enhance the quality of service delivery
• Assist in managing the recruitment, selection, and orientation of new staff members, such as Financial Advisors and their Support Professionals
• Work closely with MBSO and the HR department to coordinate efforts in managing personnel, which involves activities like appraisals, performance monitoring, and addressing disputes
• Foster robust partnerships with critical allies in the Branch, Market, Region, and Home Office; take an active part in team forums, as well as regional and national teleconferences
• Arrange frequent one-on-one discussions with Support Professionals to offer mentorship, establish professional goals, manage job responsibilities, and strengthen team dynamics
• Oversee the allocation of support professionals to provide coverage for financial advisors within the branch
• Highlight recognition prospects for Support Professionals by communicating best practices, successful anecdotes, and milestones
• Advocate for a branch culture that aligns with Organization values, promoting diversity and inclusion

About Morgan Stanley:

Morgan Stanley is devoted to upholding top-tier service and superior levels of excellence. Our core values of prioritizing clients, practicing ethical behavior, pioneering novel concepts, fostering diversity and inclusivity, and engaging in charitable activities direct our daily choices.

We have collaborative, imaginative, and varied teams. Our package of benefits is wide-ranging, there are opportunities for career advancement, and we foster a supportive atmosphere at work. Morgan Stanley is dedicated to having a diverse workforce and is an equal opportunity employer.

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