Johanna V.

Client Services Associate | Documentation Specialist | Wealth Management | VectorGlobal WMG

Role: Documentation Associate Client Services Specialist Brokerage & Investment Accounts at Vectorglobal Wmg
Location: Miami, FL, US
LinkedIn followers: 500 followers

About Johanna V.

Client Services and Documentation Associate within the wealth management industry, experienced in client support, account documentation, and operational processes. Currently working at VectorGlobal WMG in Miami, supporting client service functions and documentation workflows.

Experience

Documentation Associate Client Services Specialist Brokerage & Investment Accounts
Vectorglobal Wmg
Jan 2026 — Present · Miami, FL, US

Contact information

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•••••@vectorglobalwmg.com
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Current company

Vectorglobal Wmg

Investment Banking · 102 employees · Founded 1993 · Miami, Florida, United States

VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.

vectorglobalwmg.com

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About Johanna V.

Experience

Documentation Associate Client Services Specialist Brokerage & Investment Accounts

Find verified contacts for anyone on LinkedIn