H-1B Visa Client Relationship Associate Jobs
Client Relationship Associate jobs at H-1B visa-sponsoring employers typically involve managing client accounts, coordinating service delivery, and supporting business development, duties that require a bachelor's degree in business, communications, finance, or a related field, making the role a qualifying specialty occupation under H-1B standards.
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66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Relationship Associate
Frame your degree for specialty occupation
Your employer needs to show USCIS that the Client Relationship Associate role requires a specific bachelor's degree, not just any degree. Document how your coursework in business, finance, or communications directly applies to the account management and client advisory duties in your offer letter.
Verify prevailing wage before accepting an offer
Use the OFLC Wage Search to look up the prevailing wage for your SOC code and work location before negotiations. Your employer must certify they'll pay at least that level on the LCA, so knowing the number protects you from offers that won't pass DOL review.
Target employers with active LCA filing history
Search Migrate Mate to find Client Relationship Associate roles at employers who have already filed certified LCAs in your city. These companies have cleared DOL compliance steps before and are far less likely to stall or abandon your sponsorship mid-process.
Confirm each worksite has its own certified LCA
If your role involves serving clients at multiple office locations or client sites, ask your employer whether each worksite location appears on a certified LCA. USCIS requires a separate certified LCA for each worksite, and gaps can invalidate your status.
Use your 60-day grace period strategically
If your sponsoring employer ends your employment before your H-1B expires, you have a 60-day grace period to find a new sponsor. Begin outreach immediately, a new employer must file a transfer petition with USCIS before you start work, and that takes time.
Get your O*NET profile into your petition record
Pull the O*NET occupation profile that best matches your Client Relationship Associate duties and share it with your employer's immigration team. It documents the degree requirements and core tasks that support the specialty occupation argument USCIS will evaluate in the I-129 petition.
H-1B Visa Client Relationship Associate: Frequently Asked Questions
Does a Client Relationship Associate role qualify as a specialty occupation for H-1B purposes?
Yes, when the position is structured around duties that require a bachelor's degree in a specific field such as business administration, finance, marketing, or communications. The employer must document that the role demands that specific academic background, not just any degree. If the job description is written around general coordination tasks without field-specific requirements, USCIS may challenge the classification, so the offer letter and job duties matter significantly.
Which employers sponsor H-1B visas for Client Relationship Associate roles?
Financial services firms, consulting companies, insurance carriers, and technology companies with enterprise client teams are among the most active H-1B sponsors for this job title. The most reliable way to identify them is to search Migrate Mate, which surfaces employers with verified LCA filing history for client-facing roles so you can focus your applications on companies that have already committed to sponsorship.
How long does H-1B status last for a Client Relationship Associate?
H-1B status is initially granted for up to three years and can be extended to a six-year maximum. Beyond six years, continued extensions require an approved I-140 immigrant petition or a pending green card application that has been active for at least 365 days. Your employer needs to begin green card planning well before the six-year cap if you want to stay beyond it.
What happens to my H-1B sponsorship if my employer loses a major client and restructures the team?
If your employer terminates your position, they are required to notify USCIS and offer to cover your return transportation costs. You then have a 60-day grace period to secure a new H-1B sponsor. The new employer must file a transfer petition with USCIS before you begin work. Starting your job search immediately and prioritizing employers with existing H-1B infrastructure reduces your exposure during that window.
Does my employer need a separate LCA if I work at a client site instead of the company's office?
Yes. Each physical worksite where you perform H-1B duties must be covered by a certified LCA listing that specific location. If your Client Relationship Associate role regularly places you at client offices or multiple company locations, your employer must file separate LCA certifications with DOL for each worksite before you work there. Skipping this step creates compliance violations that can affect your status.