CandiMentor
Quick Links

PWM Business Service Officer

Morgan Stanley · mumbai, India
client managementteam leadershipoperational oversightcomplianceperformance managementconflict resolutionexperienced

Job Description

The PWM Business Service Officer is responsible for enhancing client experience and managing service functions within branches. Duties include leading a team of Support Professionals, overseeing operational processes, and ensuring compliance with firm policies. The role requires strong leadership, communication skills, and the ability to implement process improvements.

Qualifications

Bachelor’s degree required or equivalent education; Previous industry experience; Active Series 7, Series 9 and Series 10, and Series 66 or Series 63 and Series 65 required.

Skills Required

  • client management
  • team leadership
  • operational oversight
  • compliance
  • performance management
  • conflict resolution

Location

City: mumbai · Country: India