OPT Client Associate Jobs
Client Associate jobs are well-suited for F-1 OPT students with backgrounds in finance, business, or economics. Most roles at banks, wealth management firms, and brokerage houses qualify as specialty occupations for OPT purposes, and many actively sponsor H-1B visas after OPT ends.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See all 156+ OPT Client Associate Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as a Client Associate
Target firms with H-1B sponsorship track records
Financial services firms like wealth managers and broker-dealers file H-1B petitions regularly. Prioritize employers with a history of sponsoring Client Associate roles, since OPT authorization lasts 12 months and you'll need a sponsor before it expires.
Clarify your STEM OPT eligibility early
If your degree is in finance, economics, or a related STEM-designated field, you may qualify for a 24-month STEM OPT extension. Confirm your CIP code with your DSO before applying, as this significantly extends the timeline employers have to sponsor you.
Emphasize client-facing and analytical skills on your resume
Client Associate roles require portfolio reporting, relationship management, and compliance documentation. Highlighting these competencies signals that your work qualifies as a specialty occupation, which matters when employers assess whether OPT sponsorship is viable for your position.
Address your OPT status directly in interviews
Don't wait for employers to ask. Briefly explain your OPT authorization period, your STEM extension eligibility if applicable, and your H-1B sponsorship timeline. Employers unfamiliar with OPT respond better when candidates present this information clearly and proactively.
Understand FINRA licensing timelines relative to your OPT end date
Many Client Associate roles require Series 7 or Series 66 licensing. Map your exam preparation and authorization windows carefully. Passing required exams before your OPT expires demonstrates commitment and reduces employer hesitation around the sponsorship investment.
Research firms by size and sponsorship capacity
Large financial institutions have dedicated immigration teams and predictable H-1B processes. Smaller boutique firms may be willing but slower to act. Understanding where a firm sits on this spectrum helps you ask the right questions during interviews and evaluate genuine sponsorship intent.
Client Associate OPT: Frequently Asked Questions
Can I work as a Client Associate on OPT?
Yes, Client Associate roles at financial services firms generally qualify as specialty occupations under OPT rules, meaning the position requires a degree in a specific field like finance, economics, or business. Your work authorization is tied to employment in a role directly related to your degree, so make sure the job description reflects your field of study before accepting an offer.
Do Client Associate jobs typically lead to H-1B sponsorship?
Many do, particularly at established banks, brokerage firms, and wealth management companies that file H-1B petitions annually. Sponsorship is not guaranteed, and you should ask directly during the hiring process. Firms that have sponsored Client Associates before are your best bet. Migrate Mate surfaces Client Associate jobs from employers with documented sponsorship histories, which makes identifying those opportunities faster.
Does a finance or economics degree qualify me for STEM OPT extension in this field?
It depends on your specific degree program and CIP code. Some economics and financial engineering programs are STEM-designated, which would make you eligible for the 24-month STEM OPT extension. Business administration and general finance degrees are often not STEM-designated. Check your CIP code with your Designated School Official to confirm before building your job search timeline around an extension.
What happens to my OPT authorization if I change employers as a Client Associate?
You can change employers during OPT, but your new role must still be directly related to your degree. You must report the change to your DSO within 10 days, and the new position must be full-time. If you're in the STEM OPT extension period, your new employer must also be enrolled in E-Verify. There is no waiting period, but the employment relationship must be formal and properly documented.
Are unpaid or part-time Client Associate roles valid for OPT?
Part-time employment is permitted during the initial 12-month OPT period as long as it's at least 20 hours per week and related to your degree. During the STEM OPT extension, you must work at least 20 hours per week with an enrolled E-Verify employer. Unpaid internships can count if the position meets standard internship criteria, but this area carries risk and you should confirm with your DSO before accepting.