9 vp client services jobs at 3 companies in Miami, FL
2mo
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JPMorgan Chase Private Client Relationship Manager, Vice President - Boca and Jupiter, FL
Jupiter or Boca Raton
OnsiteFull Time
5+ YOEFive+ years financial services or sales experience; high net worth referrals; Series 7/66 licenses required; bachelor’s degree preferred.
2w
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Client Service Sr. Manager Vice President
Miami, Florida, United States
$107k-$161k/yr HybridFull Time
6+ YOE6+ years experience, people management skills, bachelor's degree required (master's preferred), Series 7 and Series 63 license or willing to obtain within 120 days, strong communication and commercial awareness.
1mo
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Client Tax Service Officer - Assistant Vice President
Miami, Florida, United States
$82k-$122k/yr HybridFull Time
5+ YOE5-8 years experience; client-facing with tax documentation (W-9/W-8/FATCA) knowledge; strong communication, analytical, process improvement, and leadership skills; advanced Excel and Microsoft Office proficiency; Bachelor's degree or equivalent.
Microsoft Word, Microsoft PowerPoint, Visio, Microsoft Excel
2w
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Client Service Sr. Manager Vice President
Miami, Florida, United States
$107k-$161k/yr HybridFull Time
6+ YOE6+ years experience, people management, Bachelor's degree required (Master's preferred), Series 7 and Series 63 required or willing to obtain within 120 days, strong communication and risk/compliance focus.
1mo
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Client Tax Service Officer - Assistant Vice President
Miami, Florida, United States
$82k-$122k/yr HybridFull Time
5+ YOE5-8 years experience, client-facing tax documentation knowledge (W‑9/W‑8/FATCA), strong communication, process improvement, project ownership, and advanced Excel skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Visio, Microsoft Excel
1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Miami, Florida, United States
$82k-$122k/yr HybridFull Time
5+ YOE5+ years relevant experience (5-8 preferred); bachelor's or equivalent preferred; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required/obtainable within 150 days; strong analytical, interpersonal, and communication skills; KYC/onboarding experience.
1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Miami, Florida, United States
$82k-$122k/yr HybridFull Time
5+ YOE5+ years relevant experience in wealth management or financial services; strong analytical, interpersonal and communication skills; ability to manage onboarding/KYC and escalate risk; FINRA SIE, Series 7 and Series 66 (or 63 & 65) required or to be obtained within 150 days; bachelor’s degree or equivalent experience.
2mo
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JPMorgan Chase Private Client Relationship Manager, Vice President - Miami
Miami, Florida, United States
OnsiteFull Time
5+ YOEFive+ years financial services or sales experience; strong high-net-worth client network; proven relationship-builder; Series 7 and 66 (or 63 and 65) licenses; bachelor’s degree preferred.
3mo
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U.S. Private Bank - Private Banker - Vice President
Fort Lauderdale, Florida, United States
OnsiteFull Time
6+ YOESix+ years in private banking or financial services; Bachelor's degree; Series 7, 66 and Insurance licenses; strong sales and client-focused skills.