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 JobsLocation:
66 South Pearl Street, Albany New York
Job Summary
The Associate provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service.
Essential Functions
- Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
- Reads and understands Trust Agreements and related documents for administrative purposes.
- Ensures fees are set up correctly as directed by Trust Officer.
- Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
- Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with the Investment Officer.
- Builds and maintains strong client contact and provides sales support to team. Identifies client needs and revenue enhancement opportunities.
- Follows up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to Trust Officer.
- May serve as primary contact for some account relationships.
- Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
- Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
- Prepares various reports, correspondence, technical documents and special projects as requested.
- Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
- Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Associate's Degree in business-related field or equivalent work experience. (preferred)
Work Experience
Experience working in the financial industry or other client service roles. (required)
Experience working in a trust department. (preferred)
Skills
- Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
- Ability to interact effectively in a team environment.
- Demonstrated attention to detail.
- Proficient in all Microsoft Office Applications and web-based portals.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/07/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
66 South Pearl Street, Albany New York
Job Summary
The Associate provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service.
Essential Functions
- Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
- Reads and understands Trust Agreements and related documents for administrative purposes.
- Ensures fees are set up correctly as directed by Trust Officer.
- Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
- Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with the Investment Officer.
- Builds and maintains strong client contact and provides sales support to team. Identifies client needs and revenue enhancement opportunities.
- Follows up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to Trust Officer.
- May serve as primary contact for some account relationships.
- Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
- Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
- Prepares various reports, correspondence, technical documents and special projects as requested.
- Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
- Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Associate's Degree in business-related field or equivalent work experience. (preferred)
Work Experience
Experience working in the financial industry or other client service roles. (required)
Experience working in a trust department. (preferred)
Skills
- Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
- Ability to interact effectively in a team environment.
- Demonstrated attention to detail.
- Proficient in all Microsoft Office Applications and web-based portals.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/07/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
See all 195+ 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.