OPT Client Specialist Jobs
Client Specialist roles sit at the intersection of relationship management and problem-solving, making them a strong fit for F-1 OPT students with communication-heavy degree backgrounds. Most positions fall under SOC codes tied to business operations or customer service, and STEM OPT extensions apply where employers can document a direct STEM degree connection.
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Get Access To All JobsWork Location:
New York, New York, United States of America
Hours:
40
Pay Details:
$56,160 - $83,720 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
- Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
- Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
- Handles complex financial transactions where products and services are highly competitive
- Is competent using financial planning software
- May act as a subject matter expert to Sales Support team
- Coordinates with relationship managers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
- Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
- Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
- May act as primary contact for client relationships with regards to portfolio information and basic financial planning
- May resolve more difficult Client issues, problems, and requests
- Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
- Executes in a manner that is compliant with regulations, policies, and procedures
- Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
- Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
- Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
- Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
- Represents TD Wealth to the public in a professional manner
- Is involved in your community and supports TDBG charity and community initiatives
- Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
- Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
- Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
- Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
- Completes all applicable specialized training
- Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
- Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
- Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
- Keeps others on the team informed about status of account administration, retention, and projects
- Completes assigned administrative/Client service tasks within policy and operating procedures
- Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
- Bachelor degree preferred
- Internal candidates: 3+ years of experience working with TD's client platforms required
- Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
- Knowledge of investments, banking and credit products preferred
- A self-starter, ability to work with minimal supervision
- Ability to excel at administration and be exceptionally well organized
- Demonstrates considerable initiative in providing a high level of organization
- Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
- Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
- Demonstrates ability to manage multiple responsibilities and timelines
- Proven track record of delivering results and executing with excellence
- Excellent written and verbal communication skills
- Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Work Location:
New York, New York, United States of America
Hours:
40
Pay Details:
$56,160 - $83,720 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
- Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
- Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
- Handles complex financial transactions where products and services are highly competitive
- Is competent using financial planning software
- May act as a subject matter expert to Sales Support team
- Coordinates with relationship managers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
- Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
- Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
- May act as primary contact for client relationships with regards to portfolio information and basic financial planning
- May resolve more difficult Client issues, problems, and requests
- Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
- Executes in a manner that is compliant with regulations, policies, and procedures
- Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
- Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
- Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
- Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
- Represents TD Wealth to the public in a professional manner
- Is involved in your community and supports TDBG charity and community initiatives
- Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
- Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
- Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
- Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
- Completes all applicable specialized training
- Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
- Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
- Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
- Keeps others on the team informed about status of account administration, retention, and projects
- Completes assigned administrative/Client service tasks within policy and operating procedures
- Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
- Bachelor degree preferred
- Internal candidates: 3+ years of experience working with TD's client platforms required
- Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
- Knowledge of investments, banking and credit products preferred
- A self-starter, ability to work with minimal supervision
- Ability to excel at administration and be exceptionally well organized
- Demonstrates considerable initiative in providing a high level of organization
- Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
- Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
- Demonstrates ability to manage multiple responsibilities and timelines
- Proven track record of delivering results and executing with excellence
- Excellent written and verbal communication skills
- Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
See all 55+ OPT Client Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Specialist Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Client Specialist
Clarify your OPT authorization upfront
When reaching out to hiring managers, state your work authorization clearly: F-1 OPT, authorized to work for 12 months, no employer petition required. Removing ambiguity early prevents your application from being screened out by recruiters unfamiliar with OPT.
Target employers already comfortable with OPT
Companies that have previously hired OPT students understand E-Verify, Form I-9, and authorization timelines. Prioritizing these employers significantly reduces the back-and-forth that slows down offers. Migrate Mate filters job listings by sponsorship history to make this easier.
Align your degree to client-facing responsibilities
Client Specialist roles requiring communication, data analysis, or business strategy work can draw on degrees in business, marketing, or information systems. A clear connection between your coursework and daily job functions strengthens your application and supports future H-1B visa sponsorship conversations.
Understand your OPT end date before applying
Know exactly when your OPT authorization expires before starting a job search. Client Specialist hiring timelines can run four to eight weeks. Starting applications too late risks a gap between your start date and current authorization, which can complicate onboarding significantly.
Prepare to explain STEM OPT extension eligibility
If your degree is in a STEM-designated field and the Client Specialist role involves analytical or technical work, you may qualify for a 24-month extension. Being able to explain this to an employer reassures them you represent a longer-term hiring investment worth pursuing.
Highlight measurable client outcomes in your resume
Client Specialist roles are outcomes-driven. Quantify your experience wherever possible: retention rates improved, response times reduced, accounts managed. Numbers give hiring managers a concrete reason to move forward and demonstrate the professional impact employers look for in client-facing hires.
Client Specialist OPT: Frequently Asked Questions
Can F-1 OPT students work as Client Specialists without employer sponsorship?
Yes. During your 12-month OPT period, you're authorized to work for any employer in a role related to your degree without them filing a petition. The employer does need to complete E-Verify and standard Form I-9 documentation, but there is no USCIS petition required from them during OPT.
Does a Client Specialist role qualify for a STEM OPT extension?
It depends on how the role is structured and what your degree is in. If you hold a STEM-designated degree and the Client Specialist position involves data analysis, technical systems, or business operations with a quantitative component, your DSO may be able to support a STEM OPT extension. Review the job description carefully against your degree field before applying.
Where can I find Client Specialist jobs that are open to OPT students?
Migrate Mate is built specifically for F-1 OPT and visa-sponsored job seekers. You can browse Client Specialist roles filtered by employers who have a history of hiring international students, which removes the guesswork of cold-applying to companies that may not understand OPT work authorization.
What happens if my OPT expires before I receive a job offer?
If your OPT expires before you secure a role, you lose work authorization and cannot legally begin employment. Options include applying for a cap-gap extension if you have a pending H-1B petition, returning to full-time study for a new program, or exploring other visa categories. Planning your job search well in advance of your end date is critical.
Do Client Specialist employers typically sponsor H-1B visas after OPT?
Sponsorship willingness varies by employer size, industry, and how the Client Specialist role is classified. Larger companies in financial services, technology, and consulting are more likely to have established H-1B sponsorship programs. During interviews, it is reasonable to ask about the company's history of sponsoring international employees after the OPT period ends.