H-1B Visa Client Specialist Jobs
Client Specialist roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in business, communications, finance, or a related field. Many financial services, SaaS, and enterprise technology employers sponsor H-1B workers for this title. The 85,000-slot annual cap and April lottery mean timing your job search matters.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School diploma, or equivalent education and related training
- Three years of related experience, preferably within financial services
- Good communication skills, both written and verbal, in relating to internal and external clients and contacts
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
- Associate’s degree in related field
- Possess working product knowledge of bank services and Financial Services Industry
- Possess math aptitude with ability to grasp general accounting and financial concepts
- Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School diploma, or equivalent education and related training
- Three years of related experience, preferably within financial services
- Good communication skills, both written and verbal, in relating to internal and external clients and contacts
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
- Associate’s degree in related field
- Possess working product knowledge of bank services and Financial Services Industry
- Possess math aptitude with ability to grasp general accounting and financial concepts
- Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all 299+ H-1B Visa Client Specialist Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Specialist
Verify your degree supports specialty occupation
USCIS requires a direct relationship between your degree field and the Client Specialist role. A business, communications, or finance degree strengthens the case. A general studies or unrelated degree may trigger an RFE, so address the connection explicitly in your resume.
Target employers with active LCA filing history
Use Migrate Mate to filter Client Specialist openings by employers who have previously filed Labor Condition Applications for this role. That filing history confirms the employer understands H-1B sponsorship obligations and isn't encountering the process for the first time.
Check prevailing wage before negotiating your offer
Your employer must pay at least the DOL prevailing wage for Client Specialist in your work location. Look up the applicable wage level using the OFLC Wage Search before you negotiate, so your offer clears the threshold without renegotiation after the LCA is submitted.
Confirm the role uses your O*NET occupation code
Employers file the LCA under a specific SOC code tied to the Client Specialist function. Pull the O*NET profile for your target code to verify the listed duties match your actual responsibilities. A mismatch between the SOC code and your job description is a common RFE trigger.
Ask about cap-exempt status during the offer stage
Hospitals, nonprofits, and higher education institutions are cap-exempt, meaning your H-1B petition can be filed any time of year without competing in the lottery. If you're open to those sectors, cap-exempt Client Specialist roles give you year-round filing windows.
File premium processing if your start date is tight
Standard H-1B adjudication runs several months after the October 1 start date. USCIS offers premium processing for a faster decision. If your employer's onboarding timeline or your OPT cap-gap window is narrow, request premium processing in the I-129 filing.
H-1B Visa Client Specialist: Frequently Asked Questions
Does a Client Specialist role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer defines the position. USCIS requires that the role normally require a bachelor's degree or higher in a specific field. Client Specialist roles at financial services firms, SaaS companies, and enterprise software employers routinely qualify when the job duties involve specialized knowledge in finance, business, or technology. Generic customer service roles framed as Client Specialist without degree requirements are harder to approve.
Which employers sponsor H-1B visas for Client Specialist jobs?
Financial services firms, enterprise software companies, healthcare technology providers, and large professional services organizations are the most consistent sponsors for Client Specialist roles. You can search Migrate Mate to find Client Specialist openings filtered specifically for employers with H-1B Labor Condition Application filing history, which confirms they've sponsored this visa type before.
How does the H-1B lottery affect my timeline for a Client Specialist job?
USCIS accepts H-1B registrations in March each year for an October 1 start date. If you're selected, your employer files the full I-129 petition. If you're not selected, you'll need to wait for the next lottery cycle unless your employer qualifies as cap-exempt. Planning your Client Specialist job search to have an offer in place before March registration opens is the most reliable approach.
Can I transfer my H-1B to a new Client Specialist employer mid-year?
Yes. H-1B portability under AC21 allows you to start working for a new employer as soon as the transfer petition is filed, without waiting for approval, as long as your previous H-1B was approved and you've maintained valid status. Your new employer files a new I-129 with an updated LCA reflecting the Client Specialist role and your new work location's prevailing wage.
What documentation strengthens an H-1B petition for a Client Specialist role?
A strong petition includes a detailed employer support letter linking your specific degree field to the Client Specialist duties, an organizational chart showing the role's placement within a specialized team, and a certified LCA covering your work location. If your degree is from outside the U.S., a credential evaluation confirming equivalency to a U.S. bachelor's degree is also required.