H-1B Visa Client Experience Specialist Jobs
H-1B visa jobs for Client Experience Specialists sit at the intersection of customer strategy and business operations, roles that sponsoring employers typically build around degree-level responsibilities in business, communications, or a related field. Finding employers with active H-1B LCA filing history in this space takes targeted research.
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Get Access To All JobsSummary: This full-time, hourly position is based in Worcester, MA. The Client Experience Specialist (CES) is a critical operations and client service role within the Bartholomew Governments & Institutions (BGI) team. The position is central to ensuring that every client interaction — whether related to account administration, reporting, or operational workflows — is handled with accuracy, consistency, and care.
About us
Bartholomew & Company manages over $6 billion in total client assets, including $3.5 billion for more than 340 government and institutional entities across New England. Our relationships span cities, towns, municipalities, and other public institutions that entrust us with accounts ranging from under $1 million to over $100 million in AUM, reflecting a firm-wide commitment to delivering exceptional service at any scale.
Core Responsibilities
Client Service Leadership
- Manage complex client service workflows across advisor teams
- Serve as escalation point for challenging client service issues
- Communicate proactively with clients regarding service matters and account needs
- Ensure consistent and high-quality client service delivery
Advanced Account Administration
- Oversee complex transactions including transfers, account updates, and operational requests
- Review and process service requests to ensure accuracy and compliance
- Maintain and oversee client documentation within CRM and operational systems
- Coordinate complex client service across custodians and platforms
- Prepare reports as needed, including monthly, quarterly, semi- and annual reports
- Material & binder preparation for client reviews
Team Development
- Lead by example and inspire colleagues both in person and virtually
- Provide insights and improvements on workflows, service processes, and client communication
- Support training of new service team members
- Promote best practices in service operations
Compliance & Operational Oversight
- Ensure adherence to firm policies and regulatory requirements
- Identify opportunities to improve operational processes and workflows
Advisor & Team Collaboration
- Partner closely with Investment Advisors to support client relationships
- Coordinate service delivery for Investment Advisors
- Participate in service team & advisory team discussions and process improvements
Other related duties as assigned.
Skills & Competencies
Technical
- Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
- CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
- High-complexity transaction processing
- Operational workflow optimization
- Familiarity with financial markets
Leadership
- Promotes service excellence and operational discipline
- Mentors and coaches junior service team members, as applicable
Client Engagement
- Proactive and meaningful communication and connection with clients
- Ability to manage complex service needs and client expectations
- Prepare for and attend Annual BGI dinner
Organizational
- Strong problem-solving ability
- High attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
Preferred skills and qualifications
- Bachelor’s Degree in any field of study (Preferred)
- 3–5 years of financial services and/or client service experience
Core Skills, Competencies & Characteristics
- Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
- Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
- Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, as errors can directly impact client outcomes and firm compliance, while continually looking for ways to improve accuracy, clarity, and quality.
- Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.
Why Bartholomew and Company
At Bartholomew & Company, the Government & Institutional is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated financial management strategies, and opportunities for continued professional development and advancement.
We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.
Benefits
- 401(K) + Match
- Dental Insurance
- Employee Assistance Program
- Financial Support For Licensing
- Flexible Spending Accounts
- Health Insurance
- Life and AD&D Insurance
- Paid Time Off
- Retirement Plan
- Tuition Reimbursement
- Vision Insurance
Perks
- Access to complimentary company WooSox tickets
- Discounted Tickets to the Hanover Theatre
- Company Paid Parking
- Free Tickets to the Worcester Art Museum
- Friday Hours
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.
EEO Statement
Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.
Summary: This full-time, hourly position is based in Worcester, MA. The Client Experience Specialist (CES) is a critical operations and client service role within the Bartholomew Governments & Institutions (BGI) team. The position is central to ensuring that every client interaction — whether related to account administration, reporting, or operational workflows — is handled with accuracy, consistency, and care.
About us
Bartholomew & Company manages over $6 billion in total client assets, including $3.5 billion for more than 340 government and institutional entities across New England. Our relationships span cities, towns, municipalities, and other public institutions that entrust us with accounts ranging from under $1 million to over $100 million in AUM, reflecting a firm-wide commitment to delivering exceptional service at any scale.
Core Responsibilities
Client Service Leadership
- Manage complex client service workflows across advisor teams
- Serve as escalation point for challenging client service issues
- Communicate proactively with clients regarding service matters and account needs
- Ensure consistent and high-quality client service delivery
Advanced Account Administration
- Oversee complex transactions including transfers, account updates, and operational requests
- Review and process service requests to ensure accuracy and compliance
- Maintain and oversee client documentation within CRM and operational systems
- Coordinate complex client service across custodians and platforms
- Prepare reports as needed, including monthly, quarterly, semi- and annual reports
- Material & binder preparation for client reviews
Team Development
- Lead by example and inspire colleagues both in person and virtually
- Provide insights and improvements on workflows, service processes, and client communication
- Support training of new service team members
- Promote best practices in service operations
Compliance & Operational Oversight
- Ensure adherence to firm policies and regulatory requirements
- Identify opportunities to improve operational processes and workflows
Advisor & Team Collaboration
- Partner closely with Investment Advisors to support client relationships
- Coordinate service delivery for Investment Advisors
- Participate in service team & advisory team discussions and process improvements
Other related duties as assigned.
Skills & Competencies
Technical
- Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
- CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
- High-complexity transaction processing
- Operational workflow optimization
- Familiarity with financial markets
Leadership
- Promotes service excellence and operational discipline
- Mentors and coaches junior service team members, as applicable
Client Engagement
- Proactive and meaningful communication and connection with clients
- Ability to manage complex service needs and client expectations
- Prepare for and attend Annual BGI dinner
Organizational
- Strong problem-solving ability
- High attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
Preferred skills and qualifications
- Bachelor’s Degree in any field of study (Preferred)
- 3–5 years of financial services and/or client service experience
Core Skills, Competencies & Characteristics
- Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
- Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
- Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, as errors can directly impact client outcomes and firm compliance, while continually looking for ways to improve accuracy, clarity, and quality.
- Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.
Why Bartholomew and Company
At Bartholomew & Company, the Government & Institutional is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated financial management strategies, and opportunities for continued professional development and advancement.
We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.
Benefits
- 401(K) + Match
- Dental Insurance
- Employee Assistance Program
- Financial Support For Licensing
- Flexible Spending Accounts
- Health Insurance
- Life and AD&D Insurance
- Paid Time Off
- Retirement Plan
- Tuition Reimbursement
- Vision Insurance
Perks
- Access to complimentary company WooSox tickets
- Discounted Tickets to the Hanover Theatre
- Company Paid Parking
- Free Tickets to the Worcester Art Museum
- Friday Hours
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.
EEO Statement
Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.
See all H-1B Visa Client Experience Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Experience Specialist Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Experience Specialist
Frame your degree for specialty occupation
Client Experience Specialist roles qualify as specialty occupations when the employer ties core duties to a specific degree field. Pull your O*NET occupation profile and map your business, communications, or marketing degree directly to the job description before applying.
Search employers with verified LCA history
Use Migrate Mate to browse Client Experience Specialist roles at employers with verified H-1B visa LCA filing history, so you're only spending time on companies that have already navigated the sponsorship process for similar positions.
Check prevailing wage before salary negotiations
Your employer's LCA must certify wages at or above the DOL prevailing wage for your job title and worksite location. Run the OFLC Wage Search for your SOC code and metro area before you reach the offer stage so you negotiate with accurate floor numbers.
Confirm each worksite gets its own LCA
If your Client Experience Specialist role involves hybrid or multi-office arrangements, each worksite needs a separately certified LCA. Raise this with HR early so your employer files the right paperwork before you start working from a secondary location.
Document business-critical duties in your offer letter
USCIS scrutinizes Client Experience roles that could be read as general customer service work. Ask your employer to include degree-requirement language and strategic responsibilities in the offer letter before the I-129 petition is filed.
H-1B Visa Client Experience Specialist: Frequently Asked Questions
Does a Client Experience Specialist role qualify as an H-1B specialty occupation?
It depends on how the employer structures the position. When the role requires applying specialized knowledge from a specific degree field, such as business administration, communications, or marketing, and the employer documents that a bachelor's degree in that field is a minimum requirement, it can qualify. Roles framed around general customer service duties without a degree requirement typically do not meet the specialty occupation standard USCIS applies.
Which employers sponsor H-1B visas for Client Experience Specialists?
Sponsoring employers in this space tend to be mid-to-large technology, financial services, and enterprise SaaS companies where customer success and experience functions carry strategic weight. Migrate Mate lists Client Experience Specialist positions at employers with verified H-1B LCA filing history, so you can focus your search on companies already familiar with the sponsorship process.
How does the LCA process work for a Client Experience Specialist role?
Your employer files a Labor Condition Application with DOL before submitting your I-129 petition to USCIS. The LCA certifies that your offered wage meets or exceeds the prevailing wage for your specific job title and worksite location. Each office location where you work regularly needs its own certified LCA, so multi-site or hybrid arrangements require extra coordination with your employer's HR or legal team.
What documentation strengthens an H-1B petition for this role?
A strong petition for a Client Experience Specialist includes an offer letter that explicitly names the required degree field, a detailed job description linking daily responsibilities to specialized knowledge, and evidence that the employer consistently hires degree holders for the role. If your degree is from outside the U.S., a credential evaluation from a NACES-member organization helps USCIS confirm equivalency to a U.S. bachelor's degree.
Can I transfer my H-1B to a new employer in this role?
Yes. Under H-1B portability rules, you can begin working for a new employer as soon as your transfer petition is filed with USCIS, without waiting for approval, provided you are currently in valid H-1B status. Your new employer must file a fresh I-129 petition and a new certified LCA covering your new worksite, even if the job title and duties are identical to your previous role.