Client Associate Visa Sponsorship Jobs in Massachusetts
Massachusetts is a strong market for client associate roles, with major financial services firms, wealth management companies, and investment offices concentrated in Boston and Cambridge. Firms like Fidelity Investments, State Street, and Wellington Management have historically sponsored international talent for client-facing and relationship management positions across the state.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
High School Diploma / GED / Secondary School or equivalent
PREFERRED QUALIFICATIONS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
High School Diploma / GED / Secondary School or equivalent
PREFERRED QUALIFICATIONS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Client Associate Job Roles in Massachusetts
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Search Client Associate Jobs in MassachusettsClient Associate Jobs in Massachusetts: Frequently Asked Questions
Which companies sponsor visas for client associates in Massachusetts?
Financial services firms account for a significant share of client associate visa sponsorships in Massachusetts. Boston-based employers including Fidelity Investments, State Street Corporation, Wellington Management, and Putnam Investments have sponsored international workers in client-facing roles. Asset management firms, private wealth offices, and regional banks operating in the Greater Boston area are the most active sponsoring employers for this role type.
Which visa types are most common for client associate roles in Massachusetts?
The H-1B visa is the most common visa for client associate positions in Massachusetts when the role requires a bachelor's degree in a relevant field such as finance, economics, or business. Employers filing Labor Condition Applications with the Department of Labor must attest to meeting prevailing wage requirements for the role and location. Some employers also sponsor L-1 visa transfers for client associates moving from international offices into Massachusetts-based positions.
Which cities in Massachusetts have the most client associate sponsorship jobs?
Boston is by far the most active city for client associate sponsorship in Massachusetts, driven by its dense concentration of asset managers, banks, and financial advisory firms. Cambridge and Waltham also have notable activity, particularly from technology-adjacent financial services companies. Worcester and Springfield represent smaller secondary markets with occasional openings at regional financial institutions.
How to find client associate visa sponsorship jobs in Massachusetts?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to browse client associate openings in Massachusetts without sorting through roles that do not sponsor. You can filter by state and role type to surface positions at firms actively seeking international candidates. This is particularly useful for client associate roles in Boston's financial services sector, where sponsorship patterns vary significantly by employer.
Are there any state-specific considerations for client associate roles in Massachusetts?
Massachusetts has a large concentration of registered investment advisers and broker-dealer firms, many of which require client associates to obtain FINRA licenses such as the Series 7 or Series 63. International candidates on H-1B status can sit for these exams, but licensing timelines should factor into your job search. Boston's financial sector also has strong ties to universities like Harvard, MIT, and Boston University, creating competitive hiring pipelines that international candidates should be aware of.
What is the prevailing wage for sponsored client associate jobs in Massachusetts?
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.