Morgan Stanley
Business Service Officer
Lake Oswego, Oregon · On-site · Full-time · Posted Oct 20, 2026
- Experience
- Previous industry experience; no years specified.
- Education
- Bachelor’s degree required or equivalent education.
About the job
Supervise branch support and service professionals while managing business operations, client service, and execution of firm policies and service initiatives.
What you'll do
- Lead, coach, and supervise Support and Service Professionals, including onboarding, development, and performance management.
- Oversee branch operations, including expense tracking, client inquiry resolution, coverage, and compliance with firm policies.
- Coordinate with Complex Sales, Risk, Human Resources, and branch partners to implement service initiatives and improve processes.
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, organizational, and conflict-resolution skills; knowledge of the Firm’s Risk & Compliance policies.
Nice to have
- Previous supervisory experience.
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