Green Card Client Manager Jobs
Client Manager roles at U.S. companies can qualify for EB-2 or EB-3 green card sponsorship through the PERM labor certification process, which requires employers to document that no qualified U.S. worker is available. Sponsorship is employer-driven, so targeting companies with active PERM filing history gives you a measurable head start.
Find Green Card Client Manager JobsOverview
Showing 5 of 3,484+ Client Manager jobs
See all 3,484+ Client Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Manager roles.
Get Access To All JobsLocation: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact, involved in all activities that align with prospective and existing clients.
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm.
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation.
- May attend client meetings, prospect meeting, and client/marketing events.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
- Fulfill financial advisor requests and resolve service-related issues and inquiries.
- Process tasks and resolve issues in a timely and accurate manner.
- Ensure adherence to compliance operating policies and procedures including maintaining confidentiality and client privacy at all times.
- Maintain a focus on continuous improvement and provides feedback on system enhancements.
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
-
0-2 years’ experience required; 2-4 years’ experience preferred.
-
High School diploma required for consideration (or equivalent); Bachelors preferred.
-
Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred.
-
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful.
-
FINRA Licenses: Series 7, 66/63 preferred.
-
Appropriate State Life & Health Insurance licenses preferred.
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact, involved in all activities that align with prospective and existing clients.
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm.
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation.
- May attend client meetings, prospect meeting, and client/marketing events.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
- Fulfill financial advisor requests and resolve service-related issues and inquiries.
- Process tasks and resolve issues in a timely and accurate manner.
- Ensure adherence to compliance operating policies and procedures including maintaining confidentiality and client privacy at all times.
- Maintain a focus on continuous improvement and provides feedback on system enhancements.
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
-
0-2 years’ experience required; 2-4 years’ experience preferred.
-
High School diploma required for consideration (or equivalent); Bachelors preferred.
-
Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred.
-
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful.
-
FINRA Licenses: Series 7, 66/63 preferred.
-
Appropriate State Life & Health Insurance licenses preferred.
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See all 3,484+ Green Card Client Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Client Manager Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Manager
Align your degree to PERM job requirements
PERM requires the employer to specify a minimum education requirement. If the Client Manager role lists a bachelor's in business, marketing, or a related field, confirm your credential matches exactly before applying, since mismatches delay labor certification.
Search employers using PERM filing history
Use Migrate Mate to filter Client Manager openings by employers who have filed PERM applications for this role. Companies with documented filing history are already familiar with the sponsorship process, which reduces your risk of a mid-process withdrawal.
Verify the prevailing wage tier before negotiating
DOL assigns your role a wage level that the employer must meet or exceed for PERM approval. Run the job title through the OFLC Wage Search before salary conversations so you can confirm any offer clears the Level I through Level IV threshold for your metro.
Flag EB-2 eligibility if you hold an advanced degree
Client Manager roles filled by candidates with a master's degree or a bachelor's plus five years of progressive experience can qualify under EB-2, which carries the same PERM path but positions you for faster priority date movement in most countries.
Clarify sponsorship intent during the offer stage
Ask directly whether the company has an immigration policy and which law firm handles PERM filings. Employers who outsource to experienced immigration counsel close labor certification audits faster, which matters if you're working against an OPT or H-1B visa status deadline.
Understand the O*NET classification before your PERM audit
USCIS uses occupation codes to evaluate whether a Client Manager role meets specialty occupation standards. Pull the O*NET profile for your specific job title and confirm the listed education requirement matches what your employer will state on the PERM application.
Green Card Client Manager: Frequently Asked Questions
Does a Client Manager role qualify for EB-2 or EB-3 green card sponsorship?
Client Manager positions typically qualify under EB-3 when the role requires a bachelor's degree in business, marketing, or a related field. If you hold a master's degree or a bachelor's plus at least five years of progressive, specialized experience in the field, the employer can pursue EB-2 instead. The distinction matters because EB-2 often moves faster for applicants from countries with long EB-3 backlogs.
How does green card sponsorship differ from H-1B for Client Manager roles?
The H-1B is a temporary work visa with an annual lottery cap that limits who gets sponsored each year. Green card sponsorship through PERM leads to permanent residency and has no annual lottery. EB-3 does have per-country annual limits on visa numbers, but the process itself isn't subject to a random selection lottery. For Client Managers from countries without significant backlogs, the PERM-to-green-card timeline can be comparable to completing two H-1B terms.
What does the PERM labor certification process require from a Client Manager applicant?
Your employer drives the PERM process, but your credentials need to align with what they file. DOL requires the employer to recruit U.S. workers first and document that none were qualified for the specific role. Your resume, degree, and work history must match the minimum requirements stated in the PERM application exactly. Any discrepancy between what you present and what the employer files can result in an audit or denial.
How can I find Client Manager jobs where the employer will sponsor a green card?
Migrate Mate lets you search Client Manager openings specifically filtered by employers with active or historical green card sponsorship activity. Most general job boards don't surface this data, so you can spend weeks applying before learning a company doesn't sponsor. Targeting employers with documented PERM filing history in client-facing or account management roles gives you a clearer path from application to permanent residency.
Can I switch employers during the green card process for a Client Manager role?
Yes, with caveats. If your I-140 petition has been approved and your priority date is current or your application has been pending for 180 days or more, AC21 portability lets you move to a new employer in the same or similar occupational classification without restarting the process. Client Manager roles generally fall under account management or business operations categories, so a lateral move to a comparable title at a sponsoring company often qualifies.