Green Card Client Relationship Associate Jobs
Client Relationship Associate roles qualify for EB-2 or EB-3 green card sponsorship when the position requires a bachelor's degree or higher in a related field. Employers initiate the PERM labor certification with the Department of Labor before filing an I-140 petition, making green card sponsorship a multi-step commitment that leads to lawful permanent residency.
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66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Relationship Associate
Match your credentials to PERM requirements
Your degree field must align directly with the Client Relationship Associate role your employer defines in the PERM application. If your degree is in a tangentially related field, document coursework and progressive experience now so your employer can build that case with DOL.
Find employers with active green card histories
Search Migrate Mate to identify employers who have filed PERM labor certifications for client-facing roles. Employers with an established track record are far less likely to abandon sponsorship midway through a multi-year process than those attempting it for the first time.
Distinguish EB-2 from EB-3 before you apply
If your role requires only a bachelor's degree, it likely qualifies under EB-3. An advanced degree or five years of progressive experience in client relationship management opens the EB-2 pathway, which can carry priority-date advantages depending on your country of birth.
Research prevailing wage before salary negotiations
Use the OFLC Wage Search to look up the prevailing wage for client relationship roles in your target city before accepting an offer. Your employer must pay at least that wage level in the PERM filing, so knowing it in advance helps you negotiate from an informed position.
Secure your priority date before switching roles
Once your I-140 is approved, your priority date belongs to you. If you change employers after your I-485 has been pending 180 days or more, AC21 portability lets you transfer to a same or similar occupation without losing that date, so time your moves accordingly.
Review the O*NET profile before the PERM recruitment phase
PERM requires your employer to run a recruitment test proving no qualified U.S. worker is available. Reviewing the O*NET occupation profile for client relationship roles helps you understand how DOL defines the duties, so the job description your employer files accurately reflects your actual responsibilities.
Green Card Client Relationship Associate: Frequently Asked Questions
Does a Client Relationship Associate role qualify for EB-2 or EB-3 green card sponsorship?
Most Client Relationship Associate positions qualify under EB-3 when they require a bachelor's degree, or under EB-2 when they require an advanced degree or a bachelor's degree plus five years of progressive experience in a related field. Your employer defines the minimum requirements in the PERM application, so the degree level stated in the job description directly determines which category applies to you.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa sponsorship grants temporary work status in two or three-year increments and requires an LCA filed with DOL. Green card sponsorship through PERM leads to lawful permanent residency with no renewal requirement. The PERM process involves a prevailing wage determination and a formal recruitment test, followed by an I-140 petition with USCIS and then adjustment of status or consular processing. Priority date backlogs mean nationals from high-demand countries like India and China may wait years before the final step.
How do I find Client Relationship Associate jobs with green card sponsorship?
Search Migrate Mate to identify employers who have filed PERM labor certifications for client-facing and relationship management roles. Targeting employers with an established PERM filing history is more reliable than approaching companies with no prior employment-based sponsorship experience, since the PERM process is a significant administrative commitment for the employer.
What happens to my green card case if I change employers midway through the process?
If you change employers before your I-140 is approved, your sponsorship effectively restarts from the PERM stage with the new employer. If your I-485 has been pending 180 days or more and your I-140 was already approved, AC21 portability allows you to move to a same or similar occupation without losing your priority date. Confirm the new role falls within the same occupational category before making the switch.
What does the PERM labor certification process require from my employer?
Your employer files a PERM application with the Department of Labor, which requires a prevailing wage determination and a recruitment test proving no qualified U.S. worker applied for the role. The employer must advertise the position through specific channels, document the results, and certify the wage offered meets DOL standards. USCIS does not adjudicate PERM; it handles only the subsequent I-140 petition after DOL certifies the labor certification.