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E*TRADE from Morgan Stanley · 3 months ago

PWM Business Service Officer

New York, New York, United States of America

Full-time

Onsite

Senior Level

$110K/yr - $185K/yr

E*TRADE from Morgan Stanley is seeking a PWM Business Service Officer to modernize client experiences through elevated service standards. The role involves supervising Support Professionals, managing operational functions, and collaborating with various teams to enhance service delivery.

BankingFinanceFinancial Services

Responsibilities

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

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

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

Qualification

Active Series 7Series 9Series 66Leadership skillsConflict resolutionRelationship managementEffective communicationAttention to detailOrganizational skillsTime management