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Private Wealth Management Business Service Officer

Company

Morgan Stanley
Address , San Francisco, 94104, Ca
Employment type FULL_TIME
Salary
Expires 2023-07-18
Posted at 11 months ago
Job Description
Private Wealth Management Business Service Officer

Job Number:

3237166

POSTING DATE: May 18, 2023
PRIMARY LOCATION: Americas-United States of America-California-San Francisco
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Assistant Vice President

DESCRIPTION

POSITION SUMMARY:

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.

DUTIES and RESPONSIBILITIES:
People Management and Communication
    Operational Oversight

      QUALIFICATIONS

      EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

      Education and/or Experience

        Knowledge/Skills

          Reports To:

            Direct Reports: