H-1B Visa Client Manager Jobs
Client Manager roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in business, marketing, or a related field. Employers in financial services, SaaS, and professional services are among the most active H-1B filers for this title. Your LCA wage level and SOC code classification directly affect your petition's strength.
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About Birch Run Financial
Birch Run Financial is an independent wealth management practice guided by the belief that financial plans should adapt as life evolves. The team helps individuals, families, professionals, and retirees navigate important financial decisions with personalized advice, thoughtful planning, and exceptional service.
As our practice continues to grow, we are seeking a motivated and client-focused professional who enjoys working with people, managing details, and serving as an integral part of a collaborative wealth management team.
Job Description
Position Summary
The Client Service Associate is a highly visible, client-facing role responsible for supporting advisors and delivering an exceptional service experience to clients. This individual will serve as a primary point of contact for many client requests while helping manage operational, administrative, and account-related activities.
The ideal candidate is detail-oriented, organized, energetic, and positive, with the ability to communicate clearly and professionally. Success in this role requires strong judgment, excellent follow-through, the ability to prioritize competing responsibilities, and a genuine desire to learn and grow within the financial services industry.
Key Responsibilities
Client Service & Relationship Management
- Provide exceptional service to clients through phone, email, and in-person interactions.
- Build positive relationships through timely follow-up and proactive communication.
- Serve as a trusted resource for client questions and routine account requests.
- Ensure a welcoming and professional client experience at every interaction.
Account Administration & Operations
- Assist with client onboarding and account opening processes.
- Process money movement requests accurately and efficiently.
- Accept and process client trade requests in accordance with firm policies and procedures.
- Execute daily operational and administrative tasks supporting client accounts.
- Prepare, process, and track account paperwork.
- Maintain accurate client records and documentation.
Practice Support
- Assist advisors with client meeting preparation and follow-up.
- Coordinate and manage small projects and action items.
- Track outstanding requests and ensure timely completion.
- Help identify opportunities to improve workflows and operational efficiency.
- Support the day-to-day needs of a growing wealth management practice.
Qualifications
Preferred Experience
- Previous experience in wealth management, financial services, banking, or a client service environment.
- Experience working with confidential client information.
- Familiarity with investment accounts and financial industry operations is a plus but not required.
Skills & Attributes
- Strong attention to detail and commitment to accuracy.
- Excellent verbal and written communication skills.
- Professional, pleasant, and confident presence with clients.
- Strong organizational and prioritization abilities.
- Proven ability to manage multiple responsibilities simultaneously.
- Sound judgment and problem-solving skills.
- Consistent follow-through and accountability.
- Positive attitude and team-oriented mindset.
- Energetic, proactive, and eager to learn.
- Ability to work independently while contributing to a collaborative team environment.
What Success Looks Like
- Clients receive prompt, accurate, and professional service.
- Administrative and operational tasks are completed efficiently and accurately.
- Follow-up commitments are consistently met.
- Advisors are well-supported and able to focus on serving clients.
- The office operates smoothly, and clients feel valued and cared for throughout every interaction.
This position is ideal for someone who enjoys balancing client interaction with operational responsibilities and wants to build a long-term career within a relationship-focused wealth management practice.
Education: College degree preferred
Benefits: Medical, Dental, Vision Insurance (80% paid for associate), Retirement, PTO + Market holidays
Workstyle: Onsite
Travel: None
Birch Run Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
About Birch Run Financial
Birch Run Financial is an independent wealth management practice guided by the belief that financial plans should adapt as life evolves. The team helps individuals, families, professionals, and retirees navigate important financial decisions with personalized advice, thoughtful planning, and exceptional service.
As our practice continues to grow, we are seeking a motivated and client-focused professional who enjoys working with people, managing details, and serving as an integral part of a collaborative wealth management team.
Job Description
Position Summary
The Client Service Associate is a highly visible, client-facing role responsible for supporting advisors and delivering an exceptional service experience to clients. This individual will serve as a primary point of contact for many client requests while helping manage operational, administrative, and account-related activities.
The ideal candidate is detail-oriented, organized, energetic, and positive, with the ability to communicate clearly and professionally. Success in this role requires strong judgment, excellent follow-through, the ability to prioritize competing responsibilities, and a genuine desire to learn and grow within the financial services industry.
Key Responsibilities
Client Service & Relationship Management
- Provide exceptional service to clients through phone, email, and in-person interactions.
- Build positive relationships through timely follow-up and proactive communication.
- Serve as a trusted resource for client questions and routine account requests.
- Ensure a welcoming and professional client experience at every interaction.
Account Administration & Operations
- Assist with client onboarding and account opening processes.
- Process money movement requests accurately and efficiently.
- Accept and process client trade requests in accordance with firm policies and procedures.
- Execute daily operational and administrative tasks supporting client accounts.
- Prepare, process, and track account paperwork.
- Maintain accurate client records and documentation.
Practice Support
- Assist advisors with client meeting preparation and follow-up.
- Coordinate and manage small projects and action items.
- Track outstanding requests and ensure timely completion.
- Help identify opportunities to improve workflows and operational efficiency.
- Support the day-to-day needs of a growing wealth management practice.
Qualifications
Preferred Experience
- Previous experience in wealth management, financial services, banking, or a client service environment.
- Experience working with confidential client information.
- Familiarity with investment accounts and financial industry operations is a plus but not required.
Skills & Attributes
- Strong attention to detail and commitment to accuracy.
- Excellent verbal and written communication skills.
- Professional, pleasant, and confident presence with clients.
- Strong organizational and prioritization abilities.
- Proven ability to manage multiple responsibilities simultaneously.
- Sound judgment and problem-solving skills.
- Consistent follow-through and accountability.
- Positive attitude and team-oriented mindset.
- Energetic, proactive, and eager to learn.
- Ability to work independently while contributing to a collaborative team environment.
What Success Looks Like
- Clients receive prompt, accurate, and professional service.
- Administrative and operational tasks are completed efficiently and accurately.
- Follow-up commitments are consistently met.
- Advisors are well-supported and able to focus on serving clients.
- The office operates smoothly, and clients feel valued and cared for throughout every interaction.
This position is ideal for someone who enjoys balancing client interaction with operational responsibilities and wants to build a long-term career within a relationship-focused wealth management practice.
Education: College degree preferred
Benefits: Medical, Dental, Vision Insurance (80% paid for associate), Retirement, PTO + Market holidays
Workstyle: Onsite
Travel: None
Birch Run Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 3,291+ H-1B Visa Client Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Manager Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Manager
Match your SOC code before applying
Client Manager roles get filed under multiple SOC codes, most commonly 11-2022 (Sales Managers) or 13-1161 (Market Research Analysts). Pull the O*NET profile for your target title to confirm which code your employer's LCA will use, since wage level requirements differ.
Request your LCA wage level in writing
Ask your hiring contact which wage level the employer plans to certify before you reach the offer stage. Level I and II filings for client-facing roles draw more USCIS scrutiny than Level III or IV, so knowing this early lets you address it during negotiation.
Target industries with consistent H-1B filing history
Financial services, enterprise software, and management consulting firms file H-1B petitions for Client Manager roles far more consistently than agencies or small businesses. Use Migrate Mate to filter employers by verified H-1B filing history for this occupation before you apply.
Document your specialty occupation case early
USCIS scrutinizes Client Manager petitions for specialty occupation eligibility. Gather job descriptions, your degree transcript, and any professional certifications now. A direct match between your degree field and the role's analytical or strategic responsibilities strengthens the employer's petition.
Confirm E-Verify enrollment before accepting an offer
Your employer must be enrolled in E-Verify to sponsor an H-1B. Not all mid-size firms are. Ask HR to confirm enrollment status during the offer stage, not after signing, since unenrolled employers can't file your petition without first completing that registration.
Use the OFLC Wage Search to benchmark your offer
Run the OFLC Wage Search for your SOC code and work location before evaluating any offer. The DOL-certified prevailing wage on your LCA must meet the applicable level, and knowing the published figure tells you whether the compensation structure supports a defensible petition.
H-1B Visa Client Manager: Frequently Asked Questions
Does a Client Manager role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer structures the role. USCIS requires that the position normally requires a bachelor's degree in a specific field, business administration, marketing, finance, or a related discipline. Generalist titles with vague degree requirements are more likely to face a Request for Evidence. Roles tied to technical account management, financial services, or enterprise software clients are easier to support because the degree-to-job connection is more direct.
Which employers sponsor H-1B visas for Client Manager positions?
Financial services firms, enterprise SaaS companies, consulting firms, and large professional services organizations are the most consistent H-1B sponsors for Client Manager roles. Smaller agencies and regional businesses sponsor far less frequently, even when willing in principle. Migrate Mate filters employers by verified H-1B filing history for this occupation so you can focus your applications on companies with a documented track record.
What SOC code does USCIS use for Client Manager H-1B petitions?
Most employers file Client Manager petitions under SOC code 11-2022 (Sales Managers) or 13-1161 (Market Research Analysts), though account-heavy or strategy-focused roles sometimes use 13-1199 (Business Operations Specialists). The SOC code determines the prevailing wage your employer must certify on the LCA. Check the O*NET profile for your specific job duties to identify which classification fits your role before your employer files.
Can my employer file my H-1B while I'm working on OPT as a Client Manager?
Yes, and the timing matters. Your employer must file during the H-1B cap registration window in March for an October 1 start date. If you're on standard OPT and it expires before October 1, you'll need a cap-gap extension, which USCIS grants automatically if your employer files before your OPT end date. If you have a STEM OPT extension, you have more buffer, but you still need the petition selected in the lottery and approved before your extension runs out.
What documentation should I prepare before my employer files my H-1B petition?
Gather your degree transcripts, diploma, any professional certifications relevant to the role, and a detailed letter from your employer explaining why the Client Manager position requires your specific degree field. If your degree is from outside the U.S., get a credential evaluation from a NACES-approved evaluator before the petition window opens. USCIS frequently issues Requests for Evidence on Client Manager petitions questioning specialty occupation status, so a strong initial record reduces that risk significantly.