E-3 Visa Client Service Specialist Jobs
Client Service Specialist roles qualify for E-3 visa sponsorship when the position requires a relevant bachelor's degree and your employer files a certified Labor Condition Application. The E-3 has no lottery and renews in two-year increments, making it a stable path for Australian professionals building client-facing careers in the United States.
Find E-3 Visa Client Service Specialist JobsOverview
Showing 5 of 32+ Client Service Specialist jobs
See all 32+ Client Service Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Service Specialist roles.
Get Access To All JobsINTRODUCTION
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
ROLE AND RESPONSIBILITIES
We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.
Responsibilities:
- Effectively respond to ad-hoc advisor inquiries.
- Facilitate responses to account transition requests.
- Accurately onboard new accounts and ensure the appropriate settings are applied.
- Provide an excellent advisor experience that encourages them to want to use Canvas more.
- Work with colleagues on complex cases.
BASIC QUALIFICATIONS
- Bachelor’s Degree
- 2+ years of relevant work experience in a similar role.
- Previous experience working in financial services and/or an asset management firm required.
- Experience working for a direct indexing provider in a client service or operational capacity, a plus.
- Superior work ethic.
- Comfortable working in a fast-paced environment.
- Ability to manage multiple tasks effectively.
- Must have the ability to be pleasantly persistent when needed.
- Self-starter.
- Strong time management and organizational skills.
- Intellectual curiosity.
- Strong interpersonal, written and verbal communication skills.
- Ability to effectively problem solve in a timely manner.
- Must maintain a strong working relationship with both internal stakeholders and external clients.
COMPENSATION
- Salary Range: $95,000 – $125,000 plus discretionary bonus.
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
- Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
INTRODUCTION
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
ROLE AND RESPONSIBILITIES
We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.
Responsibilities:
- Effectively respond to ad-hoc advisor inquiries.
- Facilitate responses to account transition requests.
- Accurately onboard new accounts and ensure the appropriate settings are applied.
- Provide an excellent advisor experience that encourages them to want to use Canvas more.
- Work with colleagues on complex cases.
BASIC QUALIFICATIONS
- Bachelor’s Degree
- 2+ years of relevant work experience in a similar role.
- Previous experience working in financial services and/or an asset management firm required.
- Experience working for a direct indexing provider in a client service or operational capacity, a plus.
- Superior work ethic.
- Comfortable working in a fast-paced environment.
- Ability to manage multiple tasks effectively.
- Must have the ability to be pleasantly persistent when needed.
- Self-starter.
- Strong time management and organizational skills.
- Intellectual curiosity.
- Strong interpersonal, written and verbal communication skills.
- Ability to effectively problem solve in a timely manner.
- Must maintain a strong working relationship with both internal stakeholders and external clients.
COMPENSATION
- Salary Range: $95,000 – $125,000 plus discretionary bonus.
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
- Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
See all 32+ E-3 Visa Client Service Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Client Service Specialist Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Client Service Specialist
Frame your Australian degree for U.S. employers
A three-year Australian bachelor's degree meets E-3 visa requirements, but hiring managers often expect four years. Get a credential evaluation from a NACES-approved evaluator before applying so your qualification doesn't stall the sponsorship conversation.
Target employers already familiar with LCA filing
Financial services firms, SaaS companies, and large consultancies frequently hire client-facing specialists and have HR teams experienced with DOL Labor Condition Applications. Prioritising these sectors cuts the time spent educating employers on the process.
Confirm the role requires a specific degree field
E-3 eligibility hinges on specialty occupation status. A Client Service Specialist role listing 'bachelor's degree preferred' rather than 'required in a specific field' can fail DOL scrutiny. Confirm the job description specifies a relevant discipline before pursuing sponsorship.
Use Migrate Mate's E-3 filing service for LCA and paperwork
Once you have an offer, your employer must file an LCA with the DOL before you can apply at the consulate. Use Migrate Mate's E-3 filing service to manage the LCA submission, DS-160, and consulate preparation so nothing delays your start date.
Negotiate your offer against DOL prevailing wage requirements
Your employer's LCA must certify your salary meets the DOL prevailing wage for your role and location. Research OFLC wage data for Client Service Specialist positions in your target city so you can negotiate an offer that satisfies both you and the DOL.
Prepare for nonimmigrant intent questions at the consulate
E-3 is a nonimmigrant visa, so consular officers may probe your ties to Australia. Bring documentation of assets, family, or professional commitments at home alongside your employer support letter and LCA to address intent questions directly.
E-3 Visa Client Service Specialist: Frequently Asked Questions
How do I find Client Service Specialist jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles with E-3 sponsorship. You can filter by job title and see which employers are actively open to sponsoring E-3 holders, rather than applying broadly and discovering sponsorship willingness late in the process when it costs you time.
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 Service Specialist role qualify as an E-3 specialty occupation?
It depends on how the role is defined. Client Service Specialist positions qualify when the employer specifies a bachelor's degree in a related field, such as business, communications, or finance, as a genuine requirement. Roles where any degree, or no degree, would be accepted typically don't meet the specialty occupation standard, and a poorly worded job description can trigger a request for evidence from the consulate.
How does E-3 sponsorship compare to H-1B for this type of role?
The E-3 is available only to Australian citizens, but that restriction works in your favour. There is no annual lottery, no cap pressure, and your employer can file year-round. H-1B visa petitions enter a randomised lottery each April with no guaranteed selection. For a Client Service Specialist role, the E-3 is a more predictable path because approval depends on the role and credentials, not chance.
Can I change employers while working in the U.S. on an E-3?
Yes, but your new employer must file a fresh LCA with the DOL and you'll need a new E-3 visa before starting the new role if you're outside the United States. If you're already in the country, you can begin with the new employer once the LCA is certified and the employer has the supporting documentation in place, though you cannot extend your status without the new petition documents.