トレンド企業

Morgan Stanley
Morgan Stanley

Leading company in the financial services industry

Service Manager

職種営業
経験リード級
勤務地Palo Alto, California, United States
勤務オンサイト
雇用正社員
掲載4ヶ月前
応募する

POSITION SUMMARY Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service functions within the assigned branches. These operational service functions include but are not limited to money movement, trade support and operational approvals. 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: Operational Oversight Oversee and manage service transaction approvals and processes (e.g., trade supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriatelyOversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch • Lead select operational remediations within the team and ensure corrective action is taken before deadlinesEnsure appropriate coverage across all branches assigned which may include travel to assigned branches (e.g., both within operations areas as well as offices with reception areas)Facilitate and manage resolution of client inquiries/requestsOversee various administrative efforts in the branchEnsure 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 organizationParticipate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updatesIdentify and implement process improvements to ensure teams are maximizing productivity and driving efficienciesAdminister other duties as delegated by the Market Business Service Officer People Management and CommunicationLead 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 proceduresLead, mentor, and supervise a team of Service Associates & Receptionists, including conducting one on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reportsMaintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national callsManage and oversee Service Associates & Receptionists responsible for operations within the branchPromote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusionEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Four-year college degree required or equivalent educationPrevious industry experienceActive Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredOther licenses as required for the role or by managementKnowledge/Skills Effective written and verbal communication skillsStrong attention to detailAbility to prioritize and resolve complex needs and escalate as necessaryAbility to identify issues and trends in order to anticipate change and provide comprehensive solutions and remediesEvidence of strong leadership and talent development capabilitiesExceptional organizational and time management skillsExceptional conflict resolution skillsAbility to manage relationships, motivate and lead groups of people at various levels throughout the marketKnowledge of Firm’s Risk & Compliance policiesAbility to think strategicallyReports to: Market Business Service OfficerDirect reports:Service Associates and ReceptionistsWHAT 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 https://www.morganstanley.com/about-us/global-offices​ into your browser.Expected base pay rates for the role will be between $120k and $165k 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).

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Morgan Stanleyについて

Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.

10,001+

従業員数

New York

本社所在地

$150B

企業価値

レビュー

10件のレビュー

4.1

10件のレビュー

ワークライフバランス

2.8

報酬

4.2

企業文化

3.7

キャリア

4.1

経営陣

2.9

75%

知人への推奨率

良い点

Great learning opportunities and experience

High salary and bonuses

Good team dynamics and supportive colleagues

改善点

Long hours during peak times

High stress and overwhelming environment

Work-life balance issues

給与レンジ

6,221件のデータ

Junior/L3

Junior/L3 · Client Service Associate

672件のレポート

$73,140

年収総額

基本給

$68,164

ストック

-

ボーナス

$4,975

$55,565

$97,306

面接レビュー

レビュー6件

難易度

3.2

/ 5

期間

21-35週間

面接プロセス

1

Application Review

2

HR Screen/HireVue

3

Technical/Behavioral Interviews

4

Superday/Final Round

5

Onsite Interview

6

Offer Decision

よくある質問

Technical Knowledge

Behavioral/STAR

Investment/Finance Concepts

Case Study

Culture Fit