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Single PositionView All JobsBusiness Service OfficerHouston, Texas, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelProfessionalPosted DateJul 20, 2026The 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 Market Business Service Officer (MBSO) 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 Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES:People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and proceduresLead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolutionMaintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national callsConsistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the BranchIdentify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievementsPromote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational OversightOperational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policiesFacilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce.Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updatesIdentify and implement process improvements to ensure teams are maximizing productivity and driving efficienciesAdditional operational oversight may be requiredAdminister other duties as delegates by the Market Business Service OfficerEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:EDUCATION AND/OR EXPERIENCEBachelor’s degree required or equivalent education Previous industry experienceActive Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)...
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