Client Service Associate Green Card Jobs
Client Service Associate roles at financial firms, wealth management companies, and brokerage houses qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process. Employers must document recruitment efforts before filing, making early sponsorship conversations critical. If you hold a bachelor's degree in finance, business, or a related field, you're well-positioned for employment-based permanent residency.
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Get Access To All JobsLocation: United States - New Jersey
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You will be working for a team in Westfield, New Jersey.
Your expertise
- ideally 1 year of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Westfield min USD 73000 - max USD 80000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - New Jersey
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You will be working for a team in Westfield, New Jersey.
Your expertise
- ideally 1 year of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Westfield min USD 73000 - max USD 80000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Service Associate
Target wealth management firms with PERM history
Large broker-dealers, registered investment advisers, and custodian banks file PERM applications regularly for client-facing roles. Search OFLC's public disclosure data through the OFLC Wage Search to confirm which employers have certified Client Service Associate positions before.
Use Migrate Mate to filter sponsoring employers
Rather than cold-applying and asking about sponsorship later, use Migrate Mate to find Client Service Associate openings at firms with confirmed green card filing history, saving months of outreach to employers who won't sponsor.
Understand how prevailing wage affects your offer
DOL requires your offered salary to meet the prevailing wage for your geographic area and experience level before PERM can be certified. Cross-check your offer against the OFLC Wage Search to flag any gap before your employer files.
Clarify sponsorship timing during the offer stage
PERM recruitment and DOL certification alone typically take six to twelve months before an I-140 is even filed. Confirm in writing whether your employer will begin the PERM process at hire or after a probationary period, so you aren't surprised by delays.
Prepare a clean employment history for the I-140
USCIS scrutinizes gaps between jobs and overlapping roles when adjudicating I-140 petitions. Compile W-2s, offer letters, and any promotion records now so your employer's attorney can document your qualifying experience without requesting missing items later.
Client Service Associate jobs are hiring across the US. Find yours.
Find Client Service Associate JobsClient Service Associate Green Card Sponsorship: Frequently Asked Questions
Does a Client Service Associate role qualify for EB-2 or EB-3 green card sponsorship?
Most Client Service Associate positions qualify under EB-3, which covers professionals with a bachelor's degree. If the role requires an advanced degree or the employer can demonstrate your specialized financial planning credentials meet a higher standard, EB-2 may apply. Your employer's immigration counsel determines the correct category based on the actual job duties and minimum requirements listed in the PERM application.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B is a temporary nonimmigrant visa subject to an annual cap and lottery, meaning your employer refiles each year you aren't selected. Employment-based green card sponsorship through PERM and an I-140 petition leads to permanent residency with no annual cap at the EB-3 level for most countries. The tradeoff is time: PERM certification alone takes several months before USCIS even receives your I-140 petition.
What does the PERM labor certification process involve for a Client Service Associate job?
Your employer must conduct DOL-prescribed recruitment, including job postings and newspaper advertisements, to demonstrate no qualified U.S. worker is available. The job duties, minimum requirements, and offered wage are locked in at this stage. Any change to the role description or salary after certification restarts the process, so it's critical that the job offer reflects your actual responsibilities from day one.
How can I find Client Service Associate jobs that already offer green card sponsorship?
Migrate Mate lets you search Client Service Associate openings filtered by employers with confirmed PERM and employment-based green card filing history, so you're only applying to firms that have already navigated the sponsorship process for this type of role. That removes the awkward cold-ask about sponsorship and surfaces opportunities where the employer's willingness is already documented.
Can my employer start the PERM process while I'm on a work visa?
Yes. PERM and the subsequent I-140 petition can be filed while you're working in valid nonimmigrant status, such as H-1B or L-1. Filing early is advantageous because your priority date is established when the I-140 is approved, not when you begin adjustment of status. USCIS allows concurrent filing of the I-485 adjustment application once a visa number is available for your country.
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