Client Associate Visa Sponsorship Jobs in California
Client associate roles in California are concentrated in financial services, wealth management, and technology firms across San Francisco, Los Angeles, and San Diego. Major employers including Wells Fargo, Charles Schwab, and Morgan Stanley have sponsored visa candidates for these positions, which typically require strong client-facing and analytical skills in competitive coastal markets.
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Get Access To All JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors.
ROLE AND RESPONSIBILITIES
You’ll:
- keep management systems up to date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
YOUR TEAM
You’ll be working as part of a Private Wealth Management team. We help high ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
YOUR EXPERTISE
You have:
- a college degree in Business, Finance, or Accounting required
- 1-3 years of client service experience
- series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire
- excellent skills in Microsoft Office Suite and other technologies
- excellent written and verbal communication skills
- general knowledge of capital markets preferred
- an excellent communicator, with solid interpersonal skills
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Palo Alto min USD 73000 - max USD 80000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors.
ROLE AND RESPONSIBILITIES
You’ll:
- keep management systems up to date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
YOUR TEAM
You’ll be working as part of a Private Wealth Management team. We help high ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
YOUR EXPERTISE
You have:
- a college degree in Business, Finance, or Accounting required
- 1-3 years of client service experience
- series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire
- excellent skills in Microsoft Office Suite and other technologies
- excellent written and verbal communication skills
- general knowledge of capital markets preferred
- an excellent communicator, with solid interpersonal skills
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Palo Alto min USD 73000 - max USD 80000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Client Associate Job Roles in California
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Search Client Associate Jobs in CaliforniaClient Associate Jobs in California: Frequently Asked Questions
Which companies sponsor visas for client associates in California?
Financial services firms are the most active sponsors for client associate roles in California. Wells Fargo, Charles Schwab, Morgan Stanley, JPMorgan Chase, and UBS have histories of H-1B visa sponsorship for client-facing positions at their California offices. Technology companies with dedicated client success or client solutions teams, such as Salesforce and Adobe in San Francisco, also sponsor international candidates for these roles.
Which visa types are most common for client associate roles in California?
The H-1B is the most common visa for client associate positions in California, provided the role qualifies as a specialty occupation requiring at least a bachelor's degree in a specific field such as finance, business, or economics. Some candidates in financial services also enter on L-1 visa intracompany transfer visas when moving from a foreign branch of a multinational firm to its California office.
Which cities in California have the most client associate sponsorship jobs?
San Francisco and its surrounding Bay Area hold the highest concentration of client associate sponsorship opportunities in California, driven by the density of wealth management firms and technology companies. Los Angeles is the second-largest market, particularly in investment banking and private banking. San Diego has a smaller but active market, with financial advisory firms and fintech companies both hiring for client-facing roles.
How to find client associate visa sponsorship jobs in California?
Migrate Mate is built specifically for international job seekers and filters client associate roles in California by employers with a verified history of visa sponsorship. Rather than manually researching which firms sponsor, you can search directly on Migrate Mate to see active openings filtered to California, saving time during a job search where immigration timelines often add urgency.
Are there any California-specific considerations for client associate visa sponsorship?
California's prevailing wage requirements under H-1B rules reflect the state's high cost of living, meaning employers must pay wages meeting Department of Labor benchmarks for the San Francisco, Los Angeles, or San Diego metro areas, which are among the highest in the country. California is also home to several university pipelines, with UC Berkeley, UCLA, and USC producing finance and business graduates who often pursue client associate roles on OPT before seeking H-1B sponsorship.
What is the prevailing wage for sponsored client associate jobs in California?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.