H-1B Visa Client Services Consultant Jobs
Client Services Consultant roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in business, communications, or a related field. Employers in financial services, enterprise software, and consulting firms regularly file H-1B petitions for this title, with the 85,000-slot annual cap and October 1 start date shaping your hiring timeline.
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Get Access To All JobsAbout Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end-to-end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation-of-duties controls.
The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time-sensitive exceptions.
Key Responsibilities
Concierge Bill Service
- Perform bill intake, validation, processing, and quality control in accordance with established procedures
- Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
- Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
- Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
- Maintain accurate records and workflow updates to support audit readiness and control compliance
- Support client and vendor onboarding activities with appropriate review and validation
NCSS Money Movement
- Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
- Ensure all transactions comply with authentication and operational standards
- Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
- Communicate proactively with internal stakeholders and escalate issues as needed
Team Contribution
- Collaborate effectively with team members and support broader NCSS initiatives
- Demonstrate accountability, professionalism, and reliability
- Provide coverage and support across roles as needed
- Contribute to a culture of quality, ownership, and continuous improvement
Necessary Knowledge, Skill and Experience
- 2-5+ years of experience in financial and/or client servicing experience preferred.
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
- Strong attention to detail and ability to manage manual, multi-step processes
- Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
- Ability to work independently while maintaining control and compliance standards
- Strong communication skills, including ability to perform client verification callbacks
- Ability to prioritize workload and manage competing deadlines in a fast-paced environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Our Tempe Office
The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end-to-end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation-of-duties controls.
The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time-sensitive exceptions.
Key Responsibilities
Concierge Bill Service
- Perform bill intake, validation, processing, and quality control in accordance with established procedures
- Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
- Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
- Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
- Maintain accurate records and workflow updates to support audit readiness and control compliance
- Support client and vendor onboarding activities with appropriate review and validation
NCSS Money Movement
- Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
- Ensure all transactions comply with authentication and operational standards
- Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
- Communicate proactively with internal stakeholders and escalate issues as needed
Team Contribution
- Collaborate effectively with team members and support broader NCSS initiatives
- Demonstrate accountability, professionalism, and reliability
- Provide coverage and support across roles as needed
- Contribute to a culture of quality, ownership, and continuous improvement
Necessary Knowledge, Skill and Experience
- 2-5+ years of experience in financial and/or client servicing experience preferred.
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
- Strong attention to detail and ability to manage manual, multi-step processes
- Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
- Ability to work independently while maintaining control and compliance standards
- Strong communication skills, including ability to perform client verification callbacks
- Ability to prioritize workload and manage competing deadlines in a fast-paced environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Our Tempe Office
The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.
See all 626+ H-1B Visa Client Services Consultant Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Services Consultant
Verify your degree supports specialty occupation
Client services roles get RFEs when the degree field doesn't clearly connect to the job duties. Pull the O*NET profile for this occupation and match your transcript's field of study to the listed knowledge areas before applying.
Target employers with LCA filing history
Search Migrate Mate to filter Client Services Consultant roles by employers who have filed Labor Condition Applications for this title, so you're applying to companies with an active H-1B sponsorship track record rather than guessing.
Request a prevailing wage check before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your metro area and experience level. Run the OFLC Wage Search for SOC code 13-1161 before you enter offer negotiations so you know the floor.
Time your job search around the lottery window
H-1B registrations open in March for an October 1 start. If you're on OPT, count backward from your EAD expiration to confirm cap-gap coverage applies if you're still waiting on your petition after the lottery.
Confirm the employer uses E-Verify
USCIS requires H-1B employers to be enrolled in E-Verify. Ask HR before accepting an offer, not after. Companies without E-Verify enrollment can't complete your I-9 under H-1B status, which delays your start date.
Document client-facing scope in your offer letter
USCIS scrutinizes vague job descriptions for consulting titles. Your offer letter should specify the client industries you'll serve, the technical or analytical methods you'll use, and why a specialized degree is required for those duties.
H-1B Visa Client Services Consultant: Frequently Asked Questions
Does a Client Services Consultant role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer defines the position. USCIS requires the role to normally demand at least a bachelor's degree in a specific field. Client services roles in enterprise software, financial services, or healthcare IT typically qualify because the work involves technical implementation or industry-specific analysis. Generic account management roles without a degree requirement often don't.
Which industries sponsor H-1B visas most often for this job title?
Enterprise software companies, management consulting firms, financial services institutions, and healthcare technology providers file the most H-1B petitions for client-facing consultant roles. These industries rely on consultants with domain expertise that meets the specialty occupation standard. You can browse verified sponsoring employers on Migrate Mate, filtered specifically for this job title.
Can I switch employers on H-1B while working as a Client Services Consultant?
Yes. Under H-1B portability, you can start working for a new employer as soon as they file a new I-129 petition on your behalf, provided your current H-1B was approved and your new role is in the same or a related specialty occupation. You don't need to wait for approval before starting, but the petition must be filed before your current status expires.
What documentation does an employer typically need to sponsor this role?
The employer files a Labor Condition Application with DOL certifying the prevailing wage for your location, then submits Form I-129 to USCIS with a support letter explaining why the role requires a degree. For consultant titles, USCIS often requests evidence that the client work involves specialized knowledge, so job descriptions, client contracts, and your academic transcripts are commonly included.
How does the H-1B cap affect my timeline for a Client Services Consultant role?
Most private employers are subject to the annual 85,000-slot cap, with registration open each March. If selected, your employment can start October 1 at the earliest. Employers that are universities, nonprofit research organizations, or government-related entities are cap-exempt and can file year-round. Clarify your prospective employer's cap status early so your offer timeline accounts for the correct processing window.