Complex Service Manager at Honolulu

Job Description

Position Category: Wealth Management

Position Title: Complex Service Manager

Job Level: Professional

Location: USA - HI - Honolulu

Education Required: Refer to Position Description

Position Description:
The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise operations, manage and control all operations and service functions across their respective platform within the complex and facilitate communication and training for operations staff. Additionally, they will assist the Complex Administrative Managers in ensuring compliance standards are met with regards to the training and managing of all non-sales staff. The Complex Service Manager will report directly to the Senior Complex Service Manager.

DUTIES and RESPONSIBILITIES:
Primary responsibility for the service/operations functions for their legacy side, with focus on consistency, quality, and compliance with Firm policies and procedures
Manage the Client Service Associates, branch operations staff and coordinate the recruitment and hiring of all permanent, temporary and part-time employees on their legacy side
Act as liaison between their legacy firm and the Complex, including various departments within the Firm as necessary
Assist Senior Complex Service Managers with the day-to-day resolution of client operational inquiries and complaints on their legacy side
Coordinate operational and client service support for newly recruited Financial Advisors
Conduct performance reviews, evaluate annual salary increases and identify developmental needs for all non-sales staff on their legacy side
Conduct periodic meetings to communicate policies and procedures; share best practices and promote teamwork within the Complex
Identify and coordinate customer service and professional development training opportunities which are consistent with the Firms mission
Ensure compliance with Firm policies and procedures from an operations and service perspective/ including labor and wage laws FMLA, STD, LTD, OSHA, etc
Manage new hire process and training orientation
Oversee management of payroll system, employee timesheets and staff reporting for their legacy firm
Administer other duties as delegated by the Complex Manager or Senior Complex Service Manager
Recommend other policy and procedural guidelines when necessary
Ensures that approvals are handled appropriately

Skills Required:
Education and/or Experience
Bachelors degree required or equivalent education or experience
Previous industry experience

Licenses and Registrations
Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
Other licenses as required for role or by management

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

Job Requirements

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Country: USA, State: Hawaii, City: Honolulu, Company: Morgan Stanley.