Cincinnati, Ohio, United States · On-site
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 …
Skills: People management, Leadership, Communication, Coaching, Operational oversight
Cincinnati, Ohio, United States · Hybrid
This is a Hybrid Position-Cincinnati, Ohio. Upic Solutions Overview Created in 2001 as a non-profit corporation, our focus is delivering powerful technology and business solutions to other non-profit organizations. We em…
Skills: Financial Reporting, Accounts Payable, Accounts Receivable, Payroll Processing, Bank Reconciliation
Charlotte, North Carolina, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Strong preference will be given to candidates base…
Skills: Financial modeling, Investment banking, M&A, Capital markets, Credit underwriting
Quinte West, Ontario, Canada · Hybrid
$79k–$117k/yr
Job Description Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for a Product Analyst I to join our ever evolving E2E Customer Experience Servicing Product Team to …
Skills: Business analysis, Product management, Agile methodologies, SAFe, Feature backlog management
Cincinnati, Ohio, United States · Hybrid
$30/hr–$37/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Trust administration, Fiduciary regulations, Compliance reporting, Investment analysis, Client servicing
Cincinnati, Ohio, United States · On-site
$104k–$127k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: SBA lending, Commercial credit, Relationship management, Business development, B2B sales
Atlanta, Georgia, United States · Hybrid
$127k–$149k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Java, Spring Boot, Microservices, Rest-api, Docker
London, England, United Kingdom · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Data Governance, Metadata Management, Master Data Management, Data Quality, Data Catalog
Western & Southern Financial GroupCincinnati, Ohio, United States · On-site
OverviewThis internship will help the team in variety of ways that may include assisting with the maintenance and improvement of our IT infrastructure, supporting the smooth operation of our systems, and/or assisting wit…
Skills: Java, Information Security, Software Quality Assurance, Automation Scripting, Project Management
Western & Southern Financial GroupCincinnati, Ohio, United States · On-site
OverviewLeads the scoping, prioritization, resourcing, facilitation, and execution of cross-enterprise value stream process improvements. Leads the development, deployment and maturity of the Western & Southern (W&S) Ope…
Skills: Continuous Improvement, Lean, Six Sigma, Kaizen, Project Management
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client relationship management
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client relations
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviews
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Client interviews, Financial analysis, Tax planning, Audit support
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client relations
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviewing
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviews
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviewing
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviews
H&R BlockCincinnati, Ohio, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Client interviews, Financial analysis, Tax planning, Audit support
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The Business Service Officer is responsible for supervising support professionals and managing business and service functions within assigned branches. They lead strategic priorities, facilitate communication, and partner with sales and risk teams to ensure operational excellence.
Candidates must hold a bachelor's degree and possess active Series 7, 9, 10, and 66 or 63/65 licenses. Previous industry experience and strong leadership capabilities are required for this supervisory role.
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
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
Knowledge/Skills
• 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
There are currently 1,157 open finance & accounting positions in Cincinnati, OH listed on Clera. New openings are added daily as companies post roles.
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