Green Card Client Specialist Jobs
Client Specialist roles at U.S. financial services, insurance, and professional services firms regularly qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification. Employers document that no qualified U.S. worker is available before filing your I-140 petition, putting you on a path to permanent residency rather than renewable status.
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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
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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 284+ Green Card Client Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Client Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Specialist
Document your degree's specialty occupation match
PERM filings for Client Specialist roles succeed when your degree field directly aligns with the job duties. Finance, business administration, or communications degrees map cleanly; an unrelated field requires a credential evaluation showing substantial coursework overlap before your employer files.
Target employers with active PERM filing history
Search OFLC disclosure data for Client Specialist and Client Services Specialist filings by industry. Financial services and insurance firms file PERM most frequently for this title, signaling they already understand the labor certification process and have immigration counsel in place.
Find sponsoring employers through Migrate Mate
Migrate Mate filters Client Specialist openings by green card sponsorship history so you're not cold-applying to employers unfamiliar with PERM. Targeting companies with verified EB-2 or EB-3 filing records cuts your time from application to I-140 petition substantially.
Verify your employer's E-Verify enrollment early
PERM labor certification requires your employer to run the full recruitment process before DOL approval. Confirming E-Verify enrollment upfront tells you whether the employer has an established compliance infrastructure, which usually means faster internal approvals for your sponsorship paperwork.
Understand EB-3 versus EB-2 classification for this role
Most Client Specialist positions sponsor under EB-3 as skilled workers requiring a bachelor's degree. If your offer letter requires a master's degree or a specialized field, ask your employer's counsel whether EB-2 classification is supportable, since your priority date category affects your wait.
Negotiate sponsorship timing before signing your offer
PERM requires recruitment documentation, DOL review, and then USCIS adjudication of the I-140, a sequence that routinely runs 18 to 36 months before you can file for adjustment of status. Get written confirmation that your employer will initiate PERM within your first year.
Green Card Client Specialist: Frequently Asked Questions
Do Client Specialist roles typically qualify for EB-2 or EB-3 sponsorship?
Most Client Specialist positions qualify under EB-3 as skilled workers because the role requires a bachelor's degree rather than an advanced degree. EB-2 is available if the employer's minimum requirement is a master's degree or a bachelor's degree plus five or more years of progressive specialized experience. Your offer letter's stated education requirement drives the classification, not the degree you actually hold.
How does green card sponsorship differ from H-1B for this role?
Green card sponsorship through PERM leads to permanent residency with no need to renew status, while H-1B visa is a temporary visa requiring periodic renewals and annual cap exposure. PERM itself has no annual numerical cap at the EB-3 level for most countries, though visa number availability varies by birth country. The tradeoff is timeline: the PERM, I-140, and adjustment of status sequence typically takes two to four years before you receive your green card.
What does the PERM labor certification process require from a Client Specialist applicant?
Your employer runs the PERM process on your behalf. They must conduct DOL-mandated recruitment, document that no qualified U.S. worker applied, and submit the ETA-9089 application to DOL. Your role is to provide accurate educational credentials, work history, and a credential evaluation if your degree is from outside the U.S. You won't file anything directly with DOL during PERM, but errors in your background documentation are the most common source of denials.
Where can I find Client Specialist jobs that offer green card sponsorship?
Migrate Mate is built specifically to surface jobs by verified green card sponsorship history, so you can filter for Client Specialist openings at employers who have actually filed PERM or I-140 petitions before. Most general job boards don't separate green card sponsorship from H-1B sponsorship willingness, which means you can spend months applying to firms that only sponsor temporary work visas.
Can I switch employers after my I-140 is approved but before I get my green card?
Yes, under portability rules established by immigration law, you can change to a same or similar occupational classification after your I-140 has been approved and your adjustment of status application has been pending for 180 days or more. Client Specialist and related client services roles generally port cleanly to similar positions. Confirm the new role's O*NET classification matches your approved petition before accepting a competing offer.