TN Visa Client Associate Jobs
Client Associate roles in financial services, wealth management, and brokerage qualify for TN visa sponsorship under the Economist or Financial Analyst categories, depending on your degree and job duties. Canadian citizens can enter at the port of entry with no cap. Mexican citizens require consular processing. A bachelor's degree in economics, finance, or a related field is required.
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GOS Client Accountant
Job Description Summary
The Accountant performs primary accounting, bill payment/processing, financial support, and, as needed, administrative/clerical support for the Financial Manager and Property/Facility Managers. This position is expected to work closely with a Financial Manager and is responsible for maintaining and updating financial records using data bases, spreadsheets, and accounting systems that track expenditures, revenue, receipts, cash flow, and other financial activities.
Job Description
Essential Job Duties:
- Perform Full Cycle Accounting to include analysis of accounts or accounting transactions. Prepare and assist with cash management, AP and AR, Accruals and reconciliations. Prioritize and maintain organization of a high-volume workload.
- Prepare financial reporting packages timely and accurately in accordance with internal controls and client requirements; Includes prioritizing and maintaining high volume workload and productivity standards.
- Research and analyze using data management tools and spreadsheets. Effectively communicate accounting issues and escalate appropriately. Effectively communicate and collaborate with clients, operation teams and corporate stakeholders in a timely manner.
- Apply appropriate procedures for preparation of accounting records, research of transactions, and reporting.
- Apply the financial policies and procedures of the company and bring inconsistencies, problems, and recommendations to the attention of management.
- Comply and assist with internal and external audits by providing appropriate documentation and information as requested.
- Performs other related duties as required or requested.
Education/Experience/Training:
- College degree in Finance or Accounting preferred.
Work Experience:
- Requires one to three years of experience or equivalent combination of education and experience.
- Specialized Knowledge/Skills – Experience with Yardi or other real estate accounting software preferred, Strong Excel and data analytic skills required.
Competencies:
- Analytical
- Attention to Detail
- Communication – Oral & Written
- Customer/Client Focus
- Financial Management
- Independent Judgment
- Interpersonal
- Relationship Management
- Results Driven
- Time Management
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $55,250.00 - $65,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
Job Title
GOS Client Accountant
Job Description Summary
The Accountant performs primary accounting, bill payment/processing, financial support, and, as needed, administrative/clerical support for the Financial Manager and Property/Facility Managers. This position is expected to work closely with a Financial Manager and is responsible for maintaining and updating financial records using data bases, spreadsheets, and accounting systems that track expenditures, revenue, receipts, cash flow, and other financial activities.
Job Description
Essential Job Duties:
- Perform Full Cycle Accounting to include analysis of accounts or accounting transactions. Prepare and assist with cash management, AP and AR, Accruals and reconciliations. Prioritize and maintain organization of a high-volume workload.
- Prepare financial reporting packages timely and accurately in accordance with internal controls and client requirements; Includes prioritizing and maintaining high volume workload and productivity standards.
- Research and analyze using data management tools and spreadsheets. Effectively communicate accounting issues and escalate appropriately. Effectively communicate and collaborate with clients, operation teams and corporate stakeholders in a timely manner.
- Apply appropriate procedures for preparation of accounting records, research of transactions, and reporting.
- Apply the financial policies and procedures of the company and bring inconsistencies, problems, and recommendations to the attention of management.
- Comply and assist with internal and external audits by providing appropriate documentation and information as requested.
- Performs other related duties as required or requested.
Education/Experience/Training:
- College degree in Finance or Accounting preferred.
Work Experience:
- Requires one to three years of experience or equivalent combination of education and experience.
- Specialized Knowledge/Skills – Experience with Yardi or other real estate accounting software preferred, Strong Excel and data analytic skills required.
Competencies:
- Analytical
- Attention to Detail
- Communication – Oral & Written
- Customer/Client Focus
- Financial Management
- Independent Judgment
- Interpersonal
- Relationship Management
- Results Driven
- Time Management
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $55,250.00 - $65,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Client Associate
Match your degree to the right TN category
Client Associate roles can qualify under Economist or Financial Analyst depending on your job duties. A finance or economics degree supports Financial Analyst classification, while an economics degree with analytical duties fits Economist. Mismatching the category is a common reason for TN visa denial.
Request a detailed offer letter upfront
Your offer letter must describe duties that map directly to your TN category, not just your job title. Ask your employer to specify analytical, client-facing, or portfolio management responsibilities rather than administrative tasks, which can undermine your TN classification.
Target broker-dealers and RIAs with USMCA experience
Registered investment advisers and FINRA-registered broker-dealers regularly sponsor Canadian and Mexican professionals on TN status. Firms that have filed TN letters before move faster and make fewer documentation errors than employers encountering USMCA sponsorship for the first time.
Use Migrate Mate to find TN-sponsoring financial employers
Search Migrate Mate to identify Client Associate roles at employers with recent visa filings who understand work visa sponsorship processes. Filtering by employer visa experience saves time compared to cold-applying and discovering midway through that a firm lacks familiarity with USMCA hiring requirements.
Prepare your credentials before the border interview
Canadian citizens can apply for TN status directly at a U.S. port of entry, but CBP officers expect your degree certificate, transcripts, and employer support letter in hand. Gaps in documentation cause same-day denials with no appeal process available at the port.
Clarify your FINRA licensing status with your employer
Some Client Associate roles require Series 7 or Series 66 licenses, which you cannot obtain before crossing on TN status. Confirm with your employer whether licensing happens post-hire under their sponsorship, so your offer letter accurately reflects your starting duties.
Client Associate TN Visa: Frequently Asked Questions
Does a Client Associate role qualify for TN visa status?
Yes, Client Associate positions can qualify under the Financial Analyst or Economist TN category, depending on your specific duties and degree. Roles that involve portfolio analysis, client investment reporting, or economic research are strongest candidates. Roles where duties are primarily administrative or clerical generally do not qualify for TN classification.
How does TN compare to H-1B for Client Associate roles?
TN has no lottery, no annual cap for Canadians, and no employer petition fee through USCIS. H-1B visa requires entering a lottery with roughly a 25% selection rate in recent years. For Canadians, TN approval can happen same-day at a port of entry. The tradeoff is that TN requires maintaining nonimmigrant intent, while H-1B allows dual intent.
Where can I find Client Associate jobs with TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals seeking roles with USMCA sponsorship history. Searching there surfaces Client Associate openings at employers who have navigated TN hiring before, which significantly reduces the back-and-forth that comes with educating a first-time sponsor during the offer stage.
What documents does my employer need to provide for my TN application?
Your employer must provide a support letter on company letterhead that states your job title, describes your specific duties, confirms the TN category being claimed, lists your start date and compensation structure, and affirms you meet the educational requirements. The letter is not filed with USCIS in advance for Canadian applicants but is presented directly at the port of entry.
Can Mexican citizens apply for TN status for Client Associate roles at the border?
No. Unlike Canadian citizens, Mexican nationals must apply for TN status at a U.S. consulate in Mexico rather than at a port of entry. The consulate reviews your employer support letter, degree credentials, and DS-160 application before issuing your TN visa stamp, which you then use to enter the United States.