Houston, Texas, United States · On-site
The 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 …
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
Walnut Creek, California, United States · On-site
$72k–$85k/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients,…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
New York, New York, United States · On-site
$150k–$210k/yr
We’re seeking someone to join our Authentication Engineering (IAM) team as a Principal Authentication Engineer in Cybersecurity (Identity & Access Management) to design, integrate, and operate standards-based authenticat…
Skills: OIDC/OAuth2, SAML, FIDO2/WebAuthn, PKI, Entra ID
Menlo Park, California, United States · On-site
$35k–$90k/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individual…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Microsoft Office
Greenwood Village, Colorado, United States · On-site
$85k–$140k/yr
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide incl…
Skills: Investment Due Diligence, Asset Allocation, Portfolio Construction, Asset/Liability Modeling, AI Deployment
New York, United States · On-site
$150k–$225k/yr
Morgan Stanley is a worldwide leader in investment banking. We are one of the top firms in mergers & acquisitions, underwriting of equity transactions, corporate debt issuance, and high-yield debt financing. With profess…
Skills: Financial Modeling, Deal Execution, Structuring, Capital Markets, Investment Banking
Chicago, Illinois, United States · On-site
$34k–$90k/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with…
Skills: Client Relationship Management, Interpersonal Skills, Microsoft Office, Time Management, Organizational Skills
Purchase, New York, United States · On-site
$85k–$140k/yr
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO’s mission is to: prevent unauthorized …
Skills: Data Analysis, Automation, Artificial Intelligence, Generative AI, Python
New York, New York, United States · On-site
$75k–$125k/yr
POSITION SUMMARY The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service lev…
Skills: Leadership, Financial Services Knowledge, Client Relationship Management, Strategic Planning, Business Operations
New York, New York, United States · On-site
$100k–$120k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Offshore Asset Management, Institutional Sales, Financial Analysis, Client Relationship Management, Salesforce
Purchase, New York, United States · On-site
$115k–$190k/yr
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide incl…
Skills: Supervisory Control Design, AI Implementation, Business Analysis, Data Analysis, Control Logic Development
Budapest, Central Hungary, Hungary · Hybrid
Morgan Stanley is looking for a Quantitative Analyst with strong quantitative and tech skills to join its FX Options Desk Strategist team in Budapest at Vice President level. This is an exciting opportunity to join a tea…
Skills: C++, Scala, Probability Theory, Statistics, Quantitative Modeling
Budapest, Central Hungary, Hungary · Hybrid
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide incl…
Skills: Performance Reporting, Data Validation, Quality Assurance, Document Processing, Alternative Investments
Purchase, New York, United States · On-site
$110k–$190k/yr
Digital Product Manager - Vice President Purchase, NY Position Summary: Morgan Stanley is transforming the future of digital banking by building an industry-leading banking and cash management platform that seamlessly in…
Skills: Product Management, Digital Banking, Wealth Management, SDLC, User Experience Design
Calgary, Alberta, Canada · On-site
Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when p…
Skills: Customer Service, Stock Plan Administration, Data Management, Problem Solving, Analytical Skills
New York, New York, United States · On-site
$150k–$210k/yr
We're seeking someone to join our Vulnerability Platform Engineering team as a Senior Team Lead in Cloud Platform Security and Developer Enablement to lead the operation and modernization of our Vulnerability Management …
Skills: Cloud Platform Security, Vulnerability Management, Python, DevOps, Kestra
Boston, Massachusetts, United States · Hybrid
$70k–$140k/yr
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Institutional Sales, CRM Maintenance, Pipeline Reporting, Salesforce, Microsoft Office
New York, New York, United States · On-site
$120k–$165k/yr
We are seeking a highly skilled and hands-on Senior Network Engineer to join our Enterprise Network Services team. This role is responsible for deploying, and supporting critical network infrastructure across both intern…
Skills: Routing, Switching, Data Center Networking, Network Security, Production Change Management
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
Within Morgan Stanley, Credit Risk Management (CRM) evaluates credit risk transactions and approves, rejects or modifies them considering the availability and appropriateness of arrangements for reducing risk or risk mit…
Skills: Credit Due Diligence, Credit Risk Analysis, Financial Institutions Analysis, CCP Risk Management, Risk Appetite Framework
Alpharetta, Georgia, United States · On-site
$125k–$175k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Application Security, SDLC, SAST, SCA/OSS, DAST
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The Business Service Officer manages support professionals and executes business and service functions within assigned branches to modernize the client experience. They are responsible for coaching staff, ensuring compliance with firm policies, and partnering with sales and risk teams.
A bachelor's degree and previous industry experience are required, along with active Series 7, 9, 10, and 66 (or 63 and 65) licenses. Candidates should possess strong leadership capabilities and a deep understanding of risk and compliance policies.
The 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 procedures
Lead, 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 resolution
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
Consistently 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 Branch
Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate 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 updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
EDUCATION AND/OR EXPERIENCE
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) required
Other licenses as required for the role or by management
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
Knowledge of Firm’s Risk & Compliance policies
Ability to think strategically
Reports to:
• Market Business Service Officer
Direct reports:
• Support Professionals
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
