Client Service Analyst Green Card Jobs
Client Service Analyst roles at U.S. financial institutions, consulting firms, and asset managers qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process. Employers document that no equally qualified U.S. worker is available before filing your I-140 petition. Finding firms with active PERM filing history is the first step toward permanent residency sponsorship.
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Envestnet is seeking a Senior Client Service Analyst to join our Service department. This is a hybrid role, with in-office work required at our Boston, MA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
The Senior Client Service Analyst has excelled at all the CSA's core responsibilities. In addition, they've demonstrated expert understanding and functional knowledge of Revenue Manager. They are highly competent in training, escalations, project management, and customer service. They leverage a best practice consultive approach to solution complex issues for Revenue Manager customers. The Senior Client Service Analyst/Key Account Analyst had demonstrated abilities to work with limited supervision.
Job Responsibilities:
- Demonstrate all elements of CSA with exceptional proficiency
- Expert understanding of logic and functional knowledge of all products
- Assist CSAs with escalations, provide additional training, and ensure that client expectations are being properly met by CSAs
- Assist in training new hires
- Communicate effectively with other teams, especially development, product management, and hosted operations
- Participate and provide input regarding product and program information, supportability issues, and strategic product plans where appropriate
- Always act in a professional demeanor, and as a role model for CSAs
- Expert proficiency with using Revenue Manager, and additional third party applications
- Understanding of cross team functions, and ability to manage customer issues reaching across multiple teams and services
- Able to triage customer reported defects and work with manager and development team to log defects and follow up on a timely resolution
- Ability to troubleshoot complex issues; uncover the root cause of an issue
- Provide escalation assistance to CSAs and escalate to manager or development as appropriate
- Provide insights to management on process improvements
- Actively pursue new projects as needed
- Demonstrate advanced proficiency in financial industry terminology and subject matter
- Able to act as mentor to new CSAs
- Able to work with limited supervision, escalating issues as needed
- Able to Complete Advanced Projects or team projects, as needed, to expand client support offerings
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
- 2-4 years in a financial services atmosphere
- College degree (finance, financial planning, accounting preferred)
- Demonstrate all elements of CSA with exceptional proficiency
- Focused on teamwork and ability to coach others
- Must work well in a team environment and present in a professional demeanor
- Broad understanding of the Asset Management industry; ability to explain the benefits of the Revenue Manager platform
- Experience using SQL, including script execution & development required
- Experience in industry performance calculations
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
-
Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Envestnet is an Equal Opportunity Employer.
Description
Envestnet is seeking a Senior Client Service Analyst to join our Service department. This is a hybrid role, with in-office work required at our Boston, MA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
The Senior Client Service Analyst has excelled at all the CSA's core responsibilities. In addition, they've demonstrated expert understanding and functional knowledge of Revenue Manager. They are highly competent in training, escalations, project management, and customer service. They leverage a best practice consultive approach to solution complex issues for Revenue Manager customers. The Senior Client Service Analyst/Key Account Analyst had demonstrated abilities to work with limited supervision.
Job Responsibilities:
- Demonstrate all elements of CSA with exceptional proficiency
- Expert understanding of logic and functional knowledge of all products
- Assist CSAs with escalations, provide additional training, and ensure that client expectations are being properly met by CSAs
- Assist in training new hires
- Communicate effectively with other teams, especially development, product management, and hosted operations
- Participate and provide input regarding product and program information, supportability issues, and strategic product plans where appropriate
- Always act in a professional demeanor, and as a role model for CSAs
- Expert proficiency with using Revenue Manager, and additional third party applications
- Understanding of cross team functions, and ability to manage customer issues reaching across multiple teams and services
- Able to triage customer reported defects and work with manager and development team to log defects and follow up on a timely resolution
- Ability to troubleshoot complex issues; uncover the root cause of an issue
- Provide escalation assistance to CSAs and escalate to manager or development as appropriate
- Provide insights to management on process improvements
- Actively pursue new projects as needed
- Demonstrate advanced proficiency in financial industry terminology and subject matter
- Able to act as mentor to new CSAs
- Able to work with limited supervision, escalating issues as needed
- Able to Complete Advanced Projects or team projects, as needed, to expand client support offerings
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
- 2-4 years in a financial services atmosphere
- College degree (finance, financial planning, accounting preferred)
- Demonstrate all elements of CSA with exceptional proficiency
- Focused on teamwork and ability to coach others
- Must work well in a team environment and present in a professional demeanor
- Broad understanding of the Asset Management industry; ability to explain the benefits of the Revenue Manager platform
- Experience using SQL, including script execution & development required
- Experience in industry performance calculations
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
-
Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Envestnet is an Equal Opportunity Employer.
See all 104+ Client Service Analyst jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Service Analyst roles.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Service Analyst
Align your credentials with EB category requirements
EB-3 covers you with a bachelor's degree in finance, business, or a related field. EB-2 applies if your role requires an advanced degree or you hold equivalent specialized experience. Get your foreign transcripts evaluated by a NACES-accredited service before applying.
Target employers with documented PERM filing history
Client Service Analyst sponsorship is most common at banks, asset managers, and consulting firms that have filed PERM applications before. Search DOL OFLC disclosure data to confirm a firm has sponsored this specific job title, not just other roles.
Search green card sponsoring employers on Migrate Mate
Migrate Mate filters Client Service Analyst openings by employers with active EB-2 and EB-3 sponsorship history, so you're applying where PERM filings already happen rather than pitching the process from scratch.
Verify the prevailing wage tier before negotiating your offer
Your employer must pay at least the DOL prevailing wage for your location and experience level. Use the OFLC Wage Search to check the Level I through Level IV wage for your metro area before you accept an offer or the PERM process begins.
Clarify the PERM job description during offer negotiations
The PERM application locks in a specific job description, minimum requirements, and worksite. If those details shift after you start, DOL may require a new filing. Confirm the posted requirements match what you'll actually do before your employer submits the application.
Build your O*NET profile into your application materials
Employers use the O*NET occupation profile for Client Service Analyst roles to define PERM minimum requirements and draft the job advertisement. Framing your resume around O*NET task language strengthens the match between your credentials and the certified job description.
Client Service Analyst jobs are hiring across the US. Find yours.
Find Client Service Analyst JobsClient Service Analyst Green Card Sponsorship: Frequently Asked Questions
Does a Client Service Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Client Service Analyst positions typically qualify under EB-3 when the role requires a bachelor's degree in finance, economics, or a related field. EB-2 applies if the employer can document that the role requires an advanced degree or if you have qualifications that satisfy the EB-2 advanced-degree standard. Your employer's attorney will determine the appropriate category based on the actual job requirements and your credentials.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship through PERM leads to permanent residency, not a temporary work visa. There's no annual lottery at the EB-3 level for most countries, and EB-2 and EB-3 don't carry the H-1B cap risk. The tradeoff is time: the PERM process, I-140 petition, and adjustment of status can take two to four years or longer for applicants from high-demand countries. The outcome, though, is a green card rather than a status that expires.
What does the PERM process require from my employer for this role?
Your employer must conduct a supervised recruitment campaign, including job postings that meet DOL requirements, to show no qualified U.S. workers are available. The job description filed with DOL must reflect the actual minimum requirements of the Client Service Analyst role. Once DOL certifies the PERM application, your employer files the I-140 immigrant petition with USCIS on your behalf.
How do I find Client Service Analyst employers that actively sponsor green cards?
Migrate Mate filters job listings specifically by EB-2 and EB-3 sponsorship history, so you can identify Client Service Analyst openings at employers who have completed PERM filings for similar roles. This saves you from applying to firms where you'd need to introduce the process entirely, which significantly reduces your timeline to a green card filing.
Does my priority date affect when I can get my green card as a Client Service Analyst?
Your priority date is set when your employer files the PERM application and determines your place in the green card queue. For EB-3 applicants from most countries, visa numbers are available quickly. Applicants from India and China face multi-year backlogs in the EB-3 category. USCIS publishes the monthly Visa Bulletin to track which priority dates are current, and you can only file for adjustment of status once your date becomes available.
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