Green Card Customer Service Administrator Jobs
Customer Service Administrator jobs with green card sponsorship are available through the EB-2 and EB-3 employment-based categories, with most roles qualifying under EB-3 skilled worker. Your employer files PERM labor certification with DOL, then an I-140 petition with USCIS, leading to lawful permanent residence rather than temporary status.
Find Green Card Customer Service Administrator JobsOverview
Showing 5 of 6+ Customer Service Administrator jobs
See all Customer Service Administrator Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Service Administrator roles.
Get Access To All JobsSummary
Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.
This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.
Primary Responsibilities
- Enter client information into various systems
- Prepare and update financial plans and presentation material for client meetings
- Enter information into financial planning software and prepare draft financial plans
- Deepen existing client relationships through making sure client information and documentation is up to date
- Research and respond to client inquiries
- Finalize, submit, and track all client account and application paperwork
- Assist in generating performance reports
- Maintain information in CRM (Salesforce) system
- Fill out necessary forms for opening and maintaining accounts
- Identify and offer recommendations on how to optimize workflows
- Other responsibilities as assigned
Position Qualifications
- Demonstrated customer service orientation/experience, 2+ years preferred
- Extremely strong organizational skills
- Strong communication and interpersonal skills
- Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products, services, and Thrivent Financial
Competencies
- Planning/Organizing
- Analytical
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Emerald Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram
Compensation and Benefits
Here, you’ll enjoy:
- $50,000-70,000 annually dependent upon experience and licensure
- Medical, dental, and vision available.
- Employer paid life insurance, short-term disability, and long-term disability.
- 401(k) with company match.
- Personal time off.
- 7 Paid holidays.
As part of Emerald Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Summary
Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.
This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.
Primary Responsibilities
- Enter client information into various systems
- Prepare and update financial plans and presentation material for client meetings
- Enter information into financial planning software and prepare draft financial plans
- Deepen existing client relationships through making sure client information and documentation is up to date
- Research and respond to client inquiries
- Finalize, submit, and track all client account and application paperwork
- Assist in generating performance reports
- Maintain information in CRM (Salesforce) system
- Fill out necessary forms for opening and maintaining accounts
- Identify and offer recommendations on how to optimize workflows
- Other responsibilities as assigned
Position Qualifications
- Demonstrated customer service orientation/experience, 2+ years preferred
- Extremely strong organizational skills
- Strong communication and interpersonal skills
- Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products, services, and Thrivent Financial
Competencies
- Planning/Organizing
- Analytical
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Emerald Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram
Compensation and Benefits
Here, you’ll enjoy:
- $50,000-70,000 annually dependent upon experience and licensure
- Medical, dental, and vision available.
- Employer paid life insurance, short-term disability, and long-term disability.
- 401(k) with company match.
- Personal time off.
- 7 Paid holidays.
As part of Emerald Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
See all Green Card Customer Service Administrator Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Customer Service Administrator Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Customer Service Administrator
Align your credentials with EB-3 requirements
EB-3 skilled worker requires at least two years of training or experience. Pull together performance reviews, employment verification letters, and any customer service certifications before you apply so employers can confirm your PERM eligibility from day one.
Search Migrate Mate for verified green card sponsors
Target employers who have already completed PERM filings for Customer Service Administrator roles. Migrate Mate lists employers with verified green card sponsorship history by occupation, so you're not guessing which companies will actually start the process.
Look up the prevailing wage before negotiating
Your employer must pay at least the DOL-determined prevailing wage for your occupation and location. Check the OFLC Wage Search tool before salary discussions so you can confirm any offer clears the PERM threshold without surprises later.
Ask about the PERM recruitment timeline upfront
PERM requires the employer to run a documented recruitment test before filing, which adds months to the process. During interviews, ask whether a prevailing wage determination is already in place and whether the recruitment phase has started for your role.
Understand per-country backlogs before accepting an offer
EB-2 and EB-3 have per-country numerical limits, and nationals of high-demand countries can face extended waits between I-140 approval and adjustment of status. Check the current Visa Bulletin priority dates for your country before committing to an offer.
Use O*NET to document specialty duties accurately
PERM filings depend on the occupation description matching your actual duties. Cross-reference your resume and job description against the O*NET profile for Customer Service Administrator to ensure the language DOL sees reflects your specific responsibilities.
Green Card Customer Service Administrator: Frequently Asked Questions
Does a Customer Service Administrator role qualify for EB-2 or EB-3 green card sponsorship?
Most Customer Service Administrator positions qualify under EB-3 as skilled workers, since the role typically requires at least two years of experience rather than an advanced degree. EB-2 is possible if the position genuinely requires a master's degree or a bachelor's degree plus five years of progressive experience, but that credential bar must be reflected in the actual job requirements, not inflated for immigration purposes.
How is green card sponsorship different from H-1B sponsorship for this role?
Green card sponsorship leads to lawful permanent residence, not a temporary status. For EB-3, your employer must complete PERM labor certification with the Department of Labor, including a prevailing wage determination and a formal recruitment test, before filing an I-140 petition with USCIS. H-1B visa involves an LCA and a lottery; green card sponsorship has no lottery but does have per-country numerical limits that can create priority-date backlogs, especially for nationals of high-demand countries.
How do I find employers who sponsor green cards for Customer Service Administrator positions?
Migrate Mate lists employers with verified green card sponsorship history by occupation, so you can focus your search on companies that have already filed PERM for similar roles rather than approaching employers who have never gone through the process. This saves time and reduces the risk of accepting an offer from an employer who is unfamiliar with the PERM requirements for this occupation.
Can I change employers after my green card sponsorship process starts?
Yes, under AC21 job portability you can change to a new employer once your I-485 adjustment-of-status application has been pending for 180 days or more, provided the new role is in the same or a similar occupation. If you change employers before that point, your existing PERM and I-140 do not automatically transfer, and the new employer would typically need to restart the PERM process.
What does the PERM recruitment test mean for me as a candidate?
PERM requires your employer to demonstrate through documented recruitment that no qualified U.S. worker is available for the role before sponsoring a foreign national. This means the employer must advertise the position through DOL-required channels and document all applicants considered. As the foreign candidate, you are typically not involved in running this process, but delays in the recruitment phase directly affect when PERM can be filed with the Department of Labor.