OPT Client Service Associate Jobs
Client Service Associate roles are a strong fit for F-1 OPT students with backgrounds in business, communications, finance, or a related field. Most positions qualify as specialty occupations, supporting a smooth transition to H-1B visa sponsorship. Your OPT period gives you up to 12 months of authorized work, with a 24-month STEM extension available if your degree qualifies.
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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:
This is an in-office position. The location is 919 East Main Street, Richmond, Virginia.
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
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.
-
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
-
Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
-
Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
-
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
-
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
-
Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
-
Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
-
Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
-
Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
-
Maintain a professional environment and create a positive impression.
-
Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
-
Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
-
May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
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.
-
Bachelor's degree or equivalent experience and related training.
-
Experience in the securities industry and/or a sales assistant role.
-
Knowledge of securities markets and brokerage accounts.
-
Knowledge of the features and attributes of annuity products.
-
FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they are partially licensed and can obtain the additional licenses during employment within 365 days.
-
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
-
Effective time management skills.
-
Ability to communicate effectively and professionally with clients, managers and other teammates.
-
Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
-
Ability to work in a self-directed fashion.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
-
Three years of experience in the securities industry.
-
Previous sales and/or banking experience.
-
Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
-
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
The annual base salary for this position is $50,000.00 - $70,000.00.
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:
This is an in-office position. The location is 919 East Main Street, Richmond, Virginia.
Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
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.
-
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
-
Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
-
Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
-
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
-
Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
-
Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
-
Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
-
Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
-
Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
-
Maintain a professional environment and create a positive impression.
-
Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
-
Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
-
May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
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.
-
Bachelor's degree or equivalent experience and related training.
-
Experience in the securities industry and/or a sales assistant role.
-
Knowledge of securities markets and brokerage accounts.
-
Knowledge of the features and attributes of annuity products.
-
FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they are partially licensed and can obtain the additional licenses during employment within 365 days.
-
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
-
Effective time management skills.
-
Ability to communicate effectively and professionally with clients, managers and other teammates.
-
Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
-
Ability to work in a self-directed fashion.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
-
Three years of experience in the securities industry.
-
Previous sales and/or banking experience.
-
Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
-
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
The annual base salary for this position is $50,000.00 - $70,000.00.
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 53+ OPT Client Service Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Service Associate Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Client Service Associate
Target firms with H-1B sponsorship history
Financial services companies, consulting firms, and large banks sponsor Client Service Associates regularly. Search OFLC disclosure data to confirm a company has filed LCAs for this role before applying. Past sponsorship is the strongest predictor of future sponsorship.
Frame your degree as a specialty occupation match
Client Service Associate roles tied to finance, business analysis, or compliance are strongest for specialty occupation classification. Highlight how your degree directly connects to the technical requirements of the role in your resume and cover letter.
Ask about sponsorship before your final interview round
Raise sponsorship in a matter-of-fact way once you have genuine interest from the employer. Asking too early signals risk before you have leverage. Asking too late wastes both parties' time if the company has a firm no-sponsorship policy.
Pursue roles in STEM-adjacent teams where possible
Client service roles within data, technology, or quantitative teams may qualify for a 24-month STEM OPT extension if your degree is STEM-designated. This gives you significantly more runway before an H-1B filing becomes critical.
Build your profile on Migrate Mate to surface sponsoring employers
Migrate Mate aggregates Client Service Associate jobs from employers with verified sponsorship history. Filtering by sponsorship willingness at the search stage saves time and surfaces roles where your OPT status is not a disqualifier.
Client Service Associate OPT: Frequently Asked Questions
Can F-1 OPT students work as Client Service Associates?
Yes. Client Service Associate roles at financial services firms, banks, and consulting companies generally qualify as specialty occupations tied to a bachelor's degree in business, finance, communications, or a related field. Your F-1 OPT work authorization allows you to work for any qualifying employer in a role directly related to your degree for up to 12 months.
Do Client Service Associate employers commonly sponsor H-1B visas?
Sponsorship varies by employer size and industry. Large financial institutions, asset management firms, and consulting companies with structured analyst programs regularly sponsor Client Service Associates for H-1B visas. Smaller firms and regional banks sponsor far less often. Searching Migrate Mate lets you filter for employers who have an active sponsorship history so you can focus your applications where they are most likely to lead to long-term authorization.
Does a Client Service Associate role qualify for the STEM OPT extension?
It depends on your degree, not the job title. If your bachelor's or master's degree is in a STEM-designated field such as finance, statistics, computer science, or information systems, you may qualify for a 24-month STEM OPT extension regardless of your job title. The extension is tied to the Classification of Instructional Programs code on your degree, which your DSO can confirm.
What happens if my OPT expires before my H-1B petition is approved?
If your employer files a cap-subject H-1B petition before your OPT expires and you have a timely filed extension application pending, you may be eligible for a 240-day cap-gap extension that bridges the gap between your OPT expiration and the October 1 H-1B start date. You must maintain valid F-1 status throughout and cannot work beyond the 240-day window without an approved status.
How do I find Client Service Associate jobs that are open to OPT candidates?
Most general job boards do not filter by sponsorship willingness, which means you spend significant time on roles that will screen you out. Migrate Mate is built specifically for F-1 OPT and visa-sponsored job seekers, aggregating Client Service Associate openings from employers with documented sponsorship histories so you can apply with confidence your status won't disqualify you at the offer stage.