Service Manager

DUTIES and RESPONSIBILITIES Operational Oversight Oversee and manage service transaction approvals and processes (e.g., trade supervision, money movement, document handling, cashiering, trading and account maintenance) and ensure reporting, logs and files are maintained and actioned appropriately. Oversee document handling by conducting quality assurance reviews on execution within the operations area as well as the entire branch. Lead select operational remediations within the team and ensure corrective action is taken before deadlines. Ensure appropriate coverage across all assigned branches, which may include travel to assigned branches within operations areas and offices with reception areas. Facilitate and set resolution of client inquiries and requests. Oversee various administrative efforts in the branch. Ensure compliance with Firm policies and procedures by overseeing the execution of regular self‑audit testing and partnering with the Market Risk Officers on branch exams and corrective action plan implementation relating to the service organization. Participate in national calls to learn 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. Administer other duties as delegated by the Market Business Service Officer. 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 Service Associates and Receptionists, including conducting one‑on‑one meetings for coaching opportunities, career goal setting, job‑related activities, firm opportunities and team building with direct reports. Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls. Manage and oversee Service Associates and Receptionists responsible for operations within the branch. Promote a branch culture that is consistent with the Firm’s core values, including championing diversity and inclusion. EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience Four‑year college 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 elevate 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. 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 Service Associates and Receptionists WHAT YOU CAN EXPECT FROM MORGAN STANLEY 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 into your browser. Expected base pay rates for the role will be between $120,000 – $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr