H-1B Visa Client Service Associate Jobs
Client Service Associate roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in business, finance, or a related field. Financial services firms, wealth management companies, and large banks are among the most active H-1B filers for this title. Sponsorship timelines and prevailing wage levels vary by employer size and location.
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Get Access To All JobsWhere Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!
This is an in-office Atlanta, GA employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.
Responsibilities:
Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- 2+ years of financial industry experience, preferably in wealth management
- 2+ years of experience in the client service industry supporting clients and advisors
Preferences:
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Pay Range:
$23.52-$39.17/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!
This is an in-office Atlanta, GA employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.
Responsibilities:
Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- 2+ years of financial industry experience, preferably in wealth management
- 2+ years of experience in the client service industry supporting clients and advisors
Preferences:
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Pay Range:
$23.52-$39.17/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
See all 190+ H-1B Visa Client Service Associate Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Service Associate
Verify your role meets specialty occupation
Pull the O*NET profile for Client Service Associate and confirm the listed education requirement is a bachelor's degree in a specific field. Employers whose job postings say 'degree preferred' rather than 'required' face RFEs from USCIS on specialty occupation grounds.
Target E-Verify enrolled financial employers
Filter your search to employers already enrolled in E-Verify. Banks, broker-dealers, and registered investment advisers are frequently enrolled and have existing H-1B compliance infrastructure, which shortens internal approval timelines for new sponsorship requests.
Check prevailing wage before accepting offers
Run your target job title and location through the OFLC Wage Search before you negotiate. Your offered salary must meet the DOL prevailing wage for the role's SOC code, and underpaid offers will delay or block LCA certification.
Find H-1B filing history on Migrate Mate
Search Client Service Associate roles on Migrate Mate to see which employers have active LCA filing history for this title. That filing record tells you which firms have already cleared the DOL and USCIS process for this specific role.
Ask about cap-exempt employer options
Universities, nonprofits affiliated with higher education, and certain research institutions are cap-exempt H-1B filers. Some Client Service Associate roles exist at these organizations and don't require lottery selection, letting you start any time of year.
Confirm petition timing with your offer letter
H-1B petitions for cap-subject employers have an April 1 filing window for an October 1 start date. Negotiate your offer letter start date around that timeline so your employer's immigration counsel can file immediately after lottery selection is confirmed.
H-1B Visa Client Service Associate: Frequently Asked Questions
Does a Client Service Associate role qualify for H-1B sponsorship?
It depends on how the employer defines the position. USCIS requires the role to be a specialty occupation, meaning it normally requires at least a bachelor's degree in a specific field like finance, business administration, or economics. Employers whose postings list the degree as preferred rather than required can face requests for evidence challenging specialty occupation status.
Which types of employers sponsor H-1B visas for Client Service Associates?
Financial services firms are the most consistent sponsors for this title. Wealth management companies, regional and national banks, brokerage firms, and insurance companies regularly file H-1B petitions for Client Service Associates. You can browse employers with verified LCA filing history for this specific role on Migrate Mate.
How does the H-1B lottery affect my job search timeline as a Client Service Associate?
If your target employer is cap-subject, USCIS selects registrations in March for an October 1 start date. That means you'd typically need an offer in hand by late February to allow time for registration. Cap-exempt employers, such as universities or nonprofit research institutions, aren't bound by this window.
What happens to my H-1B status if I change employers in this role?
You can transfer your H-1B to a new employer through H-1B portability, which allows you to start working for the new employer once they file the transfer petition, without waiting for approval. The new employer must file an I-129 petition and obtain a new LCA from DOL before you begin working in the new position.
Does my job title need to match the LCA exactly?
Your job title doesn't need to be an exact match to the LCA, but the duties and SOC code must accurately reflect the work you'll perform. Mismatches between the LCA occupation code and your actual responsibilities are a common source of USCIS scrutiny during H-1B audits and site visits for client-facing financial roles.