Job Details

PWM Business Service Officer

  2026-03-11     Morgan Stanley     San Francisco,CA  
Description:

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 Lead the Branch in executing the organizations strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures. Lead, mentor, and supervise a team of Support ...Officer, Business, Support Professional, Service, Financial Advisor, Diversity, Business Services


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