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Assistant VP, Client & Onboarding

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 81600 - 122400 USD Yearly USD 81600.00 122400.00 YEAR
Job Description & How to Apply Below
Position: Assistant VP, Client Experience & Onboarding
A leading financial services firm located in Miami, Florida is seeking a Client Onboarding Specialist. The ideal candidate will have 3-7 years of experience in wealth management or financial services, guiding clients through the onboarding process. Key responsibilities include managing client relationships, ensuring accurate documentation, and assessing risks related to compliance. Competitive salary range is $81,600 to $122,400, with additional benefits including medical insurance and retirement plans.
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