E-3 Visa Client Associate Jobs
Client Associate roles in wealth management, brokerage, and financial services qualify as E-3 specialty occupations when they require a bachelor's degree in finance, business, or a related field. Australian professionals can secure E-3 visa sponsorship without entering a lottery, making U.S. financial firms a realistic target for your next career move.
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What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 455 PATROON CREEK BOULEVARD:ALBANY
City: Albany
Country: United States of America
Work hours/week: 10
Employment Type: Part time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-10-23
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Description
What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 455 PATROON CREEK BOULEVARD:ALBANY
City: Albany
Country: United States of America
Work hours/week: 10
Employment Type: Part time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-10-23
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
See all 145+ E-3 Visa Client Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Client Associate Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Client Associate
Confirm your degree meets specialty occupation
Client Associate roles at broker-dealers and RIAs typically require a finance or business degree for E-3 visa eligibility. A general arts degree won't support the petition unless your coursework maps directly to financial services functions.
Target registered broker-dealers over boutique shops
FINRA-registered firms already run compliance and HR infrastructure that handles LCA filings with DOL. Smaller independent advisors often haven't sponsored E-3 workers before, which means longer internal approval timelines before any paperwork starts.
Raise E-3 before the offer stage
Most U.S. financial services managers conflate E-3 with H-1B visa and assume a lottery is involved. Clarifying upfront that the E-3 has no lottery and no annual cap removes the most common objection before it becomes a reason to pass.
Get your FINRA licensing plan ready early
Many Client Associate positions require Series 7 or Series 66 registration, which requires employer sponsorship. Having a clear timeline for sitting those exams after hire shows U.S. firms you understand the licensing path and reduces onboarding risk in their eyes.
Use Migrate Mate's E-3 filing service for the LCA
The Labor Condition Application must be certified by DOL before you can attend your consular interview. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork so nothing in the process stalls after you have a signed offer letter.
Verify the employer's E-Verify enrollment before accepting
Some financial services firms, particularly smaller RIAs, aren't enrolled in E-Verify. While it's not universally required for E-3, unenrolled employers occasionally hit compliance delays after the hire that create gaps in your ability to start work on schedule.
E-3 Visa Client Associate: Frequently Asked Questions
How do I find Client Associate jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles with E-3 sponsorship. The platform filters Client Associate positions at employers with existing visa sponsorship history, so you're not cold-applying to firms that have never navigated the process. That significantly reduces the time between application and a productive conversation about your visa status.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Client Associate role qualify as an E-3 specialty occupation?
It qualifies when the position requires at minimum a bachelor's degree in a specific field such as finance, economics, or business administration. Roles described as requiring any degree, or where the employer accepts unrelated fields, are harder to support. The job description language your employer uses in the LCA filing matters more than the job title itself.
How does the E-3 compare to the H-1B for Client Associate roles?
The E-3 has no lottery and no annual cap, so you can apply at any point in the year after receiving a job offer. H-1B registration opens once a year in March with no guarantee of selection. For Client Associate roles, where hiring timelines move quickly and firms want predictability, the E-3's on-demand availability is a practical advantage over the H-1B's lottery uncertainty.
Can I change Client Associate employers while on an E-3 visa?
Yes. The E-3 is employer-specific, so a new employer needs to file a new LCA with DOL and you'll need a new visa stamp if yours has expired. If your current E-3 stamp is still valid and you're changing employers before it expires, you can sometimes start work after the new LCA is certified without returning to Australia for another consular interview, though this depends on your specific entry and stamp dates.