Green Card Client Service Associate 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 JobsINTRODUCTION
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
Join Gallagher, a global leader in insurance, risk management, and consulting services. As a Branch Client Service Associate I, you'll play a vital role in delivering high-quality service to clients and supporting the branch's workflow processes. This is your chance to be part of a collaborative and inclusive team that values integrity, innovation, and growth.
HOW YOU'LL MAKE AN IMPACT
In this role, you’ll be the backbone of client service operations. You’ll assist with creating essential documents like certificates and reports, ensuring accuracy and timeliness. You’ll collaborate with production team members to meet client needs, enhance satisfaction, and contribute to retention. By adhering to process standards and timelines, you’ll help maintain Gallagher’s reputation for excellence.
BASIC QUALIFICATIONS
Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
PREFERRED QUALIFICATIONS
Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.
COMPENSATION AND BENEFITS
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
INTRODUCTION
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
Join Gallagher, a global leader in insurance, risk management, and consulting services. As a Branch Client Service Associate I, you'll play a vital role in delivering high-quality service to clients and supporting the branch's workflow processes. This is your chance to be part of a collaborative and inclusive team that values integrity, innovation, and growth.
HOW YOU'LL MAKE AN IMPACT
In this role, you’ll be the backbone of client service operations. You’ll assist with creating essential documents like certificates and reports, ensuring accuracy and timeliness. You’ll collaborate with production team members to meet client needs, enhance satisfaction, and contribute to retention. By adhering to process standards and timelines, you’ll help maintain Gallagher’s reputation for excellence.
BASIC QUALIFICATIONS
Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
PREFERRED QUALIFICATIONS
Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.
COMPENSATION AND BENEFITS
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Service Associate
Verify your degree aligns with the role
PERM requires your education to directly support the job duties listed in the labor certification. A finance or business degree strengthens your EB-3 case; an advanced degree in economics or financial planning may qualify you for EB-2 if the role requires it.
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.
Green Card Client Service Associate: 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 visa 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 visa. 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.