Morgan Stanley
Business Service Officer
$120K–$170K
San Mateo, California +1 · On-site · Full-time · Posted Sep 9, 2026
- Location
- San Mateo, California
Palo Alto, California - Experience
- Previous industry experience; no years specified.
- Education
- Bachelor’s degree required or equivalent education.
About the job
Leads branch service operations and supervises Support and Service Professionals, coordinating client service, people management, and operational execution with market leadership and partner teams.
What you'll do
- Lead, coach, and supervise Support and Service Professionals, including hiring, onboarding, development, and performance management.
- Oversee branch service functions, coverage, client inquiries, expenses, and adherence to Firm policies.
- Coordinate with Market Sales, Risk, Human Resources, and the MBSO; implement process improvements and support service initiatives.
What they ask for
- Bachelor’s degree or equivalent education.
- Previous industry experience.
- Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65).
- Strong communication, leadership, organization, conflict resolution, and knowledge of Firm Risk & Compliance policies.
Nice to have
- Previous supervisory experience.
Pay
$120,000 - $170,000 per year (base salary)
Model-written summary · the original posting is authoritative