14 client advisor jobs found

PerkinElmer Responsibilities Location Trenton, New JerseyUS Job ID REQ-056542 The Sr . Manager, Operations is responsible forthe technical performanceof projectsandthebusiness developmentexpansion of services at partner accounts.In this billable client facing role,they willidentify,train,develop, coach, andmentortechnicalteamsdeveloping high performing project engineers and consultants.The Sr . Manager , Operations is responsible forclientrelationship management and acts as client liaison during delivery ofProject Farmaservice engagements.They are strategically focused and responsible for client satisfactionthroughproject deliverywhilemaintainingand growingclient relationships. The Sr . Manager,Operations willbe able to identifyadditionalopportunities to providenew andaddedservices for themutualbenefit oftheclient andthe organization.They will alsokeep abreast of market and technology trendsthroughindustrygroups. Success in this role requires proven...

Fidelity Investments Job Description: The Purpose of Your Role As a critical member of the Operations and Service Group, you will provide superior service to our clients as the point of contact for Mutual Fund Product Database. The Product Database team is responsible for data integrity of Mutual Fund prospectus data and internal trading rules. This role will ensure all transactions within the Product Database Team are processed accurately, have the appropriate management oversight and/or are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be key contributor to a positive and inclusive workplace environment and have a strong commitment to teamwork and shared success. The Expertise we're looking For College degree preferred 3-5 years of industry-related experience in either a brokerage firm, clearing firm or mutual fund company Sub...

Fidelity Investments Job Description: Summary Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The...

Fidelity Investments Job Description: Summary Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The...

Lincoln Property Company As an experienced Building Engineer within Corporate Advisory & Solutions, you will be responsible for maintaining, operating, and troubleshooting building systems, including HVAC, plumbing, and electrical systems, focusing on performing routine maintenance tasks, responding to tenant requests, and ensuring systems operate safely under the guidance of senior engineers. Essential Duties and Responsibilities: Perform scheduled maintenance, repairs, and inspections of building systems; address service requests, including hot/cold calls, plumbing issues, and lighting repairs. Troubleshoot minor equipment malfunctions and escalate issues as needed. Replace light fixtures, filters, and other components as required. Maintain accurate records of inspections and equipment performance. Interact with tenants, contractors, and property managers and work closely with senior engineers and technicians to support smooth building operations and resolve...

City of Greenville Job Summary Under regular direction and in compliance with standard operating procedures and policies, installs, wires, and maintains traffic signals, detectors, overhead signs, pedestrian signals, communication, and other related equipment. Assists with installation of traffic signal cabinets and Intelligent Transportation System (ITS) devices, such as cameras and travel time monitoring units. Sets and wires power meters and disconnects. Performs annual maintenance of overhead signal equipment and pedestrian features. Installs and maintains ground-mounted signs and posts, cleans signs as needed, and assists with traffic sign fabrication and emergency replacement of signs. Lays out, installs, and maintains pavement markings on City streets and parking lots. Distributes and picks up barricades, cones, message boards, and various other traffic equipment for special events and/or lane closures. Operates various types of machinery, including bucket...

Lincoln Property Company As an experienced Building Engineer within Corporate Advisory & Solutions, you will be responsible for maintaining, operating, and troubleshooting building systems, including HVAC, plumbing, and electrical systems, focusing on performing routine maintenance tasks, responding to tenant requests, and ensuring systems operate safely under the guidance of senior engineers. Essential Duties and Responsibilities: Perform scheduled maintenance, repairs, and inspections of building systems; address service requests, including hot/cold calls, plumbing issues, and lighting repairs. Troubleshoot minor equipment malfunctions and escalate issues as needed. Replace light fixtures, filters, and other components as required. Maintain accurate records of inspections and equipment performance. Interact with tenants, contractors, and property managers and work closely with senior engineers and technicians to support smooth building operations and resolve...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Lincoln Property Company An experienced Building Engineer I within Corporate Advisory & Solutions is responsible for maintaining, operating, and troubleshooting building systems, including HVAC, plumbing, and electrical systems, focusing on performing routine maintenance tasks, responding to tenant requests, and ensuring systems operate safely under the guidance of senior engineers. Essential Duties and Responsibilities: Perform scheduled maintenance, repairs, and inspections of building systems; address service requests, including hot/cold calls, plumbing issues, and lighting repairs. Troubleshoot minor equipment malfunctions and escalate issues as needed. Replace light fixtures, filters, and other components as required. Maintain accurate records of inspections and equipment performance. Interact with tenants, contractors, and property managers and work closely with senior engineers and technicians to support smooth building operations and resolve tenant...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Lincoln Property Company As part of the Corporate Advisory & Solutions team, the HSE Manager will serve as the primary safety leader for a single client account, or multiple accounts, within Lincoln Property Company's (LPC) facilities and property management portfolio. This role is responsible for ensuring best-in-class safety performance and regulatory compliance, and for implementing tailored environmental, health, and safety programs that align with both LPC standards and the client's expectations. Essential Duties and Responsibilities Support the development and execution of LPC HSE programs, policies, and standards. Develop and execute a customized HSE program that meets the unique operational, compliance, and cultural needs of the client. Serve as the key HSE liaison between LPC and client stakeholders-facilitating alignment, clear communication, and proactive issue resolution. Conduct routine safety walks, hazard assessments, and compliance audits across the...

New York Life Insurance Company Location Designation: Fully Onsite Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...