Associate Regional Business Service Officer
Location:
Dallas , Texas
Posted:
September 28, 2016
Reference:
3078168
POSITION SUMMARY:
The Regional Business Service Associate will work closely with the Regional Business Service Officer to support business and service initiatives across the Region. This role includes management of business and service projects as well as training and development. The Regional Business Service Associate will be responsible for coordination planning and tracking of all new pilots, rollouts, and training that impacts all field employees in addition to assisting in the day to day approvals that flow through the Region.

DUTIES and RESPONSIBILITIES:
  • Supports the Regional Business Service Officer with a focus on business and service initiatives
  • Acts as a liaison between the Complex Service teams and the Regional Business Service Officer
  • Coordinates and participates in mid-level management team meetings in association with the Regional Business Service Officer
  • Identifies and coordinates customer service and developmental training opportunities for mid-level management
  • Assists the Regional Business Service Officer in daily approvals that flow through the region


Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • Bachelor's Degree in Administration, Management, or Finance or equivalent education
  • 3 years of retail supervisory industry experience
  • Active Series 3, 7, 8 (9 or 10), and 63, 65, or 66

Knowledge/Skills
  • Strong understanding of Business and Service functions and procedures
  • Effective written and verbal communication skills
  • Strong attention to detail
  • Ability to prioritize and resolve regional problems and escalate as necessary
  • Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
  • Evidence of strong leadership capabilities or previous supervisory experience
  • Exceptional organizational and conflict resolution skills
  • Ability to organize and prioritize workflow and assignments in a deadline oriented environment
  • Ability to interact with support staff and all levels of Firm Management
  • Ability to manage relationships, motivate, and lead people at various levels throughout the region
  • Excellent judgment and ability to be discreet in all manners
  • Outstanding interpersonal skills
  • Strong work ethic

REPORTS TO:
  • Regional Business Service Officer


Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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