Morgan Stanley
Business Service Officer
West Palm Beach, Florida · On-site · Full-time · Posted Jun 3, 2026
- Experience
- Previous industry experience; no number of years stated.
- Education
- Bachelor’s degree required or equivalent education.
About the job
Supervises branch Support and Service Professionals and oversees business operations, client service, people management, and service initiatives.
What you'll do
- Lead, coach, and supervise Support and Service Professionals, including hiring, onboarding, development, and performance management.
- Oversee branch operations, budgets, expense tracking, client inquiries, and compliance with Firm policies.
- Coordinate with Market Sales, Risk, Human Resources, and other partners to improve service and implement process improvements.
What they ask for
- Bachelor’s degree required or equivalent education.
- Previous industry experience.
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); other licenses as required for the role or by management.
- Strong communication, leadership, organizational, conflict-resolution, and relationship-management skills; knowledge of Firm’s Risk & Compliance policies.
Nice to have
- Previous supervisory experience.
Model-written summary · the original posting is authoritative