Client Associate Jobs for OPT Students
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.
See All Client Associate JobsOverview
Showing 5 of 1,186+ Client Associate jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 1,186+ Client Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsLocation: Minnesota
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
- provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
- help with the preparation of reports and other materials for client meetings
- educate clients on account services and capabilities
Detailed salary information:
- Bloomington: the salary range for this role is $55000 to $60000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You’ll be working as part of Align Wealth Partners in our Bloomington, MN office.
Our team specializes in helping clients who are divorced, widowed, and even young athletes who find themselves new to money. As a Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.
Your expertise
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
- Ideally 5 years of experience in client service, within the finance sector.
You are:
- an excellent communicator, with solid interpersonal skills
- committed to providing top-notch client service
- comfortable working both independently and collaboratively
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
US Only: The expected salary range for this role is $55000 to $60000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: Minnesota
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
- provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
- help with the preparation of reports and other materials for client meetings
- educate clients on account services and capabilities
Detailed salary information:
- Bloomington: the salary range for this role is $55000 to $60000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You’ll be working as part of Align Wealth Partners in our Bloomington, MN office.
Our team specializes in helping clients who are divorced, widowed, and even young athletes who find themselves new to money. As a Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.
Your expertise
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
- Ideally 5 years of experience in client service, within the finance sector.
You are:
- an excellent communicator, with solid interpersonal skills
- committed to providing top-notch client service
- comfortable working both independently and collaboratively
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
US Only: The expected salary range for this role is $55000 to $60000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
How to Get Visa 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 jobs are hiring across the US. Find yours.
Find Client Associate JobsSee all 1,186+ Client Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsFrequently 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.
See which Client Associate employers are hiring and sponsoring visas right now.
Search Client Associate Jobs