H-1B Visa Client Service Manager Jobs
Client Service Manager roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in business, communications, or a related field. Large financial services, tech, and consulting firms file LCAs regularly for this title. No lottery exemption applies, so timing your job search around the April cap season matters.
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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 662+ H-1B Visa Client Service Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Service Manager Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Service Manager
Verify your degree matches the role
USCIS requires a direct relationship between your degree field and the Client Service Manager duties. A business or communications degree typically satisfies this, but a degree in an unrelated field can trigger an RFE even with years of experience.
Target employers with LCA filing history
Search Migrate Mate to filter Client Service Manager roles by verified DOL Labor Condition Application filings. Employers who have filed LCAs for this title before understand the prevailing wage requirements and sponsorship process.
Check prevailing wage before negotiating salary
Use the OFLC Wage Search to look up the prevailing wage for Client Service Manager in your target metro area before any offer discussion. Your employer must meet at least the Level I wage or your LCA won't be certified.
Flag cap-exempt employers during your search
Universities, nonprofits affiliated with higher education, and government research organizations are cap-exempt. A Client Service Manager role at one of these employers can be filed at any time of year, bypassing the April lottery entirely.
Confirm your offer letter covers status timing
If you're on OPT or cap-gap, your start date must align with your H-1B approval or October 1 effective date. Ask your employer to confirm with their immigration counsel before you give notice to a current employer.
Use O*NET to document specialty occupation
Pull the O*NET occupation profile for Client Service Manager and note the education requirements listed. Employers and their attorneys use this in the I-129 petition to demonstrate the role qualifies as a specialty occupation under USCIS criteria.
H-1B Visa Client Service Manager: Frequently Asked Questions
Does a Client Service Manager role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer defines the position. USCIS evaluates whether the role normally requires at least a bachelor's degree in a specific field. Client Service Manager roles tied to financial services, software, or professional consulting typically qualify. Generalist roles at smaller companies with broad responsibilities and no degree requirement can face scrutiny or an RFE.
Which industries sponsor H-1B visas most often for Client Service Managers?
Financial services, enterprise software, management consulting, and healthcare IT are the industries where Client Service Manager H-1B filings appear most frequently in DOL disclosure data. These sectors have established immigration programs and regularly file LCAs for this title. You can browse verified sponsoring employers for this role on Migrate Mate.
Can my employer file an H-1B for me if I'm currently on OPT as a Client Service Manager?
Yes. Your employer files the H-1B petition during the April cap season, typically while you're still working on OPT. If your OPT expires before October 1, cap-gap protection extends your work authorization automatically as long as the petition was filed before your OPT end date and remains pending or approved.
What does the LCA process look like for a Client Service Manager H-1B?
Your employer files the Labor Condition Application with DOL before submitting the I-129 petition to USCIS. The LCA certifies the offered wage meets the prevailing wage for Client Service Manager in your work location. DOL typically certifies LCAs within seven business days. The employer must also post a notice at the worksite for ten consecutive business days.
Does changing companies reset my H-1B status as a Client Service Manager?
Not necessarily. H-1B portability under AC21 lets you transfer to a new employer after your petition has been pending for 180 days or has been approved, as long as the new role is in the same or a similar occupational classification. Your new employer files an H-1B transfer petition, and you can start working once they receive the receipt notice.