H-1B Visa Client Relationship Specialist Jobs
H-1B visa jobs for Client Relationship Specialists are available at employers who structure the role around degree-level duties in business, communications, or a related field. Sponsoring employers file a Labor Condition Application with DOL and an I-129 petition with USCIS, granting H-1B status for up to three years, extendable to six.
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Get Access To All JobsLocation: West Palm Beach, FL
Requisition ID 2026-129570
Category Retail Branch
Position type Regular
Pay range USD $28.85 - $38.46 / Hour
Application deadline 2026-11-28
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Palm Beach, FL. As a Senior Client Relationship Specialist supporting Ultra High Net Worth clients, you will help the branch deliver responsive, high-quality service across complex financial needs. You will listen carefully, investigate concerns, and coordinate solutions that balance the needs of the client, the branch, and the firm. Working independently and with partners across the organization, you will manage multiple priorities, communicate clearly, and sound judgment within brokerage policies and procedures. Your customer orientation, de-escalation, and problem solving skills will be central to restoring confidence when issues arise and strengthening long-term relationships. This role offers the opportunity to deepen industry knowledge while contributing to a collaborative team focused on consistent execution and meaningful client outcomes.
Why you’re set up for success
You’ll build on your financial services experience while working across complex client needs, branch priorities, and firm processes in a collaborative environment.
Schwab Training and Development
Continue your development through hands-on training and mentorship within the branch, with support from branch leaders, experienced peers, and dedicated mentors.
Career Pathing
This role provides opportunities to deepen client service, operational, and relationship management expertise while preparing for expanded responsibilities across Schwab.
Competitive Compensation
In addition to base pay, this role offers bonus or incentive opportunities.
What you have
- Active and valid FINRA Series 7 and 63 licenses
- Active and valid FINRA Series 9 and 10 licenses
- 4+ years of client service experience
- Bachelor’s degree or equivalent work-related experience preferred
- Notary commission preferred
- Sound judgment, risk awareness, and regulatory knowledge to navigate complex client situations while maintaining a strong commitment to compliance and client service.
- Build trusted relationships through effective communication, active listening, and thoughtful resolution of sophisticated client needs and concerns.
- Demonstrate adaptability, prioritization, and cross-functional collaboration to deliver seamless support and exceptional service to Ultra High Net Worth clients.
The skills you bring:
- Customer Orientation - Keeps client needs at the center of service and issue resolution.
- De-escalation - Supports calm, respectful handling of complaints and difficult interactions.
- Problem Solving - Enables investigation and practical, compliant resolutions.
- Client Experience - Shapes high-quality interactions that strengthen confidence and loyalty.
- Communication - Supports clear updates throughout complex service situations.
- Active Listening - Uncovers the stated and unstated needs behind client concerns.
- Decision Making - Balances client, branch, and firm requirements.
- Priority Management - Enables effective handling of multiple time-sensitive responsibilities.
- Regulatory Compliance - Frames resolution within brokerage policies and expectations.
- Building Collaborative Relationships - Connects branch and enterprise partners for coordinated solutions.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: West Palm Beach, FL
Requisition ID 2026-129570
Category Retail Branch
Position type Regular
Pay range USD $28.85 - $38.46 / Hour
Application deadline 2026-11-28
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Palm Beach, FL. As a Senior Client Relationship Specialist supporting Ultra High Net Worth clients, you will help the branch deliver responsive, high-quality service across complex financial needs. You will listen carefully, investigate concerns, and coordinate solutions that balance the needs of the client, the branch, and the firm. Working independently and with partners across the organization, you will manage multiple priorities, communicate clearly, and sound judgment within brokerage policies and procedures. Your customer orientation, de-escalation, and problem solving skills will be central to restoring confidence when issues arise and strengthening long-term relationships. This role offers the opportunity to deepen industry knowledge while contributing to a collaborative team focused on consistent execution and meaningful client outcomes.
Why you’re set up for success
You’ll build on your financial services experience while working across complex client needs, branch priorities, and firm processes in a collaborative environment.
Schwab Training and Development
Continue your development through hands-on training and mentorship within the branch, with support from branch leaders, experienced peers, and dedicated mentors.
Career Pathing
This role provides opportunities to deepen client service, operational, and relationship management expertise while preparing for expanded responsibilities across Schwab.
Competitive Compensation
In addition to base pay, this role offers bonus or incentive opportunities.
What you have
- Active and valid FINRA Series 7 and 63 licenses
- Active and valid FINRA Series 9 and 10 licenses
- 4+ years of client service experience
- Bachelor’s degree or equivalent work-related experience preferred
- Notary commission preferred
- Sound judgment, risk awareness, and regulatory knowledge to navigate complex client situations while maintaining a strong commitment to compliance and client service.
- Build trusted relationships through effective communication, active listening, and thoughtful resolution of sophisticated client needs and concerns.
- Demonstrate adaptability, prioritization, and cross-functional collaboration to deliver seamless support and exceptional service to Ultra High Net Worth clients.
The skills you bring:
- Customer Orientation - Keeps client needs at the center of service and issue resolution.
- De-escalation - Supports calm, respectful handling of complaints and difficult interactions.
- Problem Solving - Enables investigation and practical, compliant resolutions.
- Client Experience - Shapes high-quality interactions that strengthen confidence and loyalty.
- Communication - Supports clear updates throughout complex service situations.
- Active Listening - Uncovers the stated and unstated needs behind client concerns.
- Decision Making - Balances client, branch, and firm requirements.
- Priority Management - Enables effective handling of multiple time-sensitive responsibilities.
- Regulatory Compliance - Frames resolution within brokerage policies and expectations.
- Building Collaborative Relationships - Connects branch and enterprise partners for coordinated solutions.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 30+ H-1B Visa Client Relationship Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Relationship Specialist Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Relationship Specialist
Frame your degree as the qualifying credential
Client Relationship Specialist roles qualify as a specialty occupation only when tied to a specific degree field. Document how your bachelor's in business, communications, or a related discipline directly applies to your core duties before approaching employers about H-1B visa sponsorship.
Look up prevailing wages before negotiating
Your employer must certify your offered wage meets or exceeds the DOL prevailing wage for your location and job title. Use the OFLC Wage Search to find the wage level before you receive an offer so you can negotiate from an informed position.
Find sponsors through verified LCA filing history
Target employers who have already certified LCAs for Client Relationship Specialist or similar business-facing roles. Migrate Mate surfaces employers with verified H-1B sponsorship history by role and location, so you're not cold-applying to companies that have never sponsored the position.
Confirm each worksite gets its own LCA
If your role involves client visits at multiple locations or a hybrid arrangement across different offices, each worksite requires its own certified LCA. Raise this with your employer's HR or legal team early so filings aren't delayed after you accept an offer.
Use O*NET to build your specialty occupation case
Pull the O*NET occupation profile for your specific job title to identify the degree fields most commonly associated with the role. This data helps your employer's attorney write a stronger specialty occupation argument in the I-129 petition narrative.
Account for cap timing when planning your start date
The H-1B cap selection rules have changed recently, so confirm the current registration window with USCIS before you finalize any start date with an employer. Building a realistic timeline into your offer negotiation prevents gaps between your current status and your H-1B start date.
H-1B Visa Client Relationship Specialist: Frequently Asked Questions
Does a Client Relationship Specialist role qualify as an H-1B specialty occupation?
It depends on how the employer defines and structures the position. When the role requires applying specialized knowledge from a bachelor's degree in business, communications, marketing, or a related field, it can qualify as a specialty occupation. Employers who sponsor H-1B holders for this title typically document that the duties go beyond general account management and demand degree-level analytical or strategic work. A vaguely defined role that any college graduate could fill regardless of major is likely to draw a Request for Evidence from USCIS.
Which employers commonly sponsor H-1B visas for Client Relationship Specialists?
Financial services firms, enterprise software companies, management consulting practices, and healthcare organizations are among the employer types that regularly file H-1B petitions for client-facing roles built around degree-level duties. The most reliable way to identify active sponsors is to search Migrate Mate, which shows employers with verified H-1B LCA filing history for business relationship roles by city and industry.
What documents should I prepare before asking an employer to sponsor my H-1B?
Gather your academic transcripts, degree certificates, and any credential evaluations if your degree is from outside the United States. A detailed resume mapping your education directly to the duties of the Client Relationship Specialist role strengthens the specialty occupation argument. If your degree field is not an exact match, compile evidence of coursework or professional training that bridges the gap, since the employer's attorney will need that material to build the I-129 petition narrative.
How long does H-1B status last for a Client Relationship Specialist?
USCIS grants H-1B status for an initial period of up to three years, which your employer can extend for another three years, reaching a six-year maximum under standard rules. If your employer pursues permanent residence on your behalf and an immigrant visa petition is filed before the six-year cap, extensions beyond six years may be available under AC21 portability provisions.
What happens to my H-1B status if I move to a different client account or office location?
A change in your primary worksite requires your employer to file a new or amended LCA certified for that location before you begin working there. A material change in your job duties may also require an amended I-129 petition with USCIS. Client Relationship Specialists who rotate across client sites should confirm with their employer's immigration counsel whether each assignment triggers an amended filing obligation.