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
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
ROLE AND RESPONSIBILITIES
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
Responsibilities:
- Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
- Supervise client account activity, researching and resolving issues.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.
- Document key client achievements and other relevant data into systems that will assist in future client interactions.
- Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
- Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed.
- Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
BASIC QUALIFICATIONS
- Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
- Bachelor's degree or equivalent experience preferred.
- Good understanding of finance and investment markets/securities.
- Critical thinking, attention to detail, and multi-tasking skills required.
- Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.
- Position requires a high level of confidentiality.
ABOUT EDELMAN FINANCIAL ENGINES
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
INTRODUCTION
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
ROLE AND RESPONSIBILITIES
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
Responsibilities:
- Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
- Supervise client account activity, researching and resolving issues.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.
- Document key client achievements and other relevant data into systems that will assist in future client interactions.
- Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
- Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed.
- Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
BASIC QUALIFICATIONS
- Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
- Bachelor's degree or equivalent experience preferred.
- Good understanding of finance and investment markets/securities.
- Critical thinking, attention to detail, and multi-tasking skills required.
- Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.
- Position requires a high level of confidentiality.
ABOUT EDELMAN FINANCIAL ENGINES
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
See all 62+ OPT Client Service Associate Jobs
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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.