Top 16 Finance operations occupations Jobs in Frederick, Md

Business Service Officer
Morgan Stanley —Frederick, MD
- $85,000 - $140,000 a year
- Full-time
- Office
- Supervising experience
- Bachelor's degree
- Health savings account
- Paid holidays
7d
Deposit Operations Specialist
Woodsboro Bank —Woodsboro, MD
- $40,000 - $50,000 a year
- Email
- 5 years
- Office
- Analysis skills
7d
Compliance Manager
Woodsboro Bank —Woodsboro, MD
- $90,000 - $110,000 a year
- Email
- Office
- Senior level
- Leadership
Senior Reconciliation Analyst
Fiserv —Hagerstown, MD
- $62,000 - $85,000 a year
- Full-time
- Office
- Finance
- SQL
- Employee stock purchase plan
- Paid holidays
9d
Senior Analyst, TS Market Operations
Financial Industry Regulatory Authority, Inc. —Rockville, MD
- $72,400 - $155,100 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Databases
- Paid jury duty
- Commuter assistance
Quick Apply
13d
Investment and Planning Associate
Capital River Wealth Management —Frederick, MD
- $62,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
1d
Certified ACH Specialist
Mid-Atlantic Federal Credit Union —Germantown, MD
- $25 - $30 an hour
- Full-time
- Mid-level
- Office
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
12d
Info Ops Quality Assurance Analyst
Financial Industry Regulatory Authority, Inc. —Rockville, MD
- $72,400 - $155,100 a year
- Weekends as needed
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid jury duty
- Commuter assistance
Quick Apply
15h
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Financial Industry Regulatory Authority, Inc. —Rockville, MD
- $158,000 - $370,700 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Analysis skills
- Paid jury duty
- Commuter assistance
Quick Apply
14d
Crypto Regulatory Principal, Membership Application Program
Financial Industry Regulatory Authority, Inc. —Rockville, MD
- $114,200 - $248,700 a year
- Extended hours
- Hybrid work
- Research
- Office
- Finance
- Paid jury duty
- Commuter assistance
Quick Apply

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Business Service Officer

Morgan Stanley -
Frederick, MD

Apply Now

Job Details

Full-time
$85,000 - $140,000 a year
7 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
Series 7
FINRA License

Full Job Description

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

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 delegated by the Market Business Service Officer

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

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 https://www.morganstanley.com/about-us/global-offices into your browser.

For Maryland:

Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

For Virginia:

Expected base pay rates for the role will be between $85,000 and $140,000 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 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 .

Apply Now

Refine Your Search

finance operations occupations jobs in frederick, md

Business Service Officer

Deposit Operations Specialist

Compliance Manager

Senior Reconciliation Analyst

Senior Analyst, TS Market Operations

Investment and Planning Associate

Certified ACH Specialist

Info Ops Quality Assurance Analyst

Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)

Crypto Regulatory Principal, Membership Application Program

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