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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What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
201 1ST STREET SOUTHEAST:CEDAR RAPIDS
City:
Cedar Rapids
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-09-22
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Description
What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
201 1ST STREET SOUTHEAST:CEDAR RAPIDS
City:
Cedar Rapids
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-09-22
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
See all 157+ OPT Client Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Associate Jobs.
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.