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
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
BASIC QUALIFICATIONS
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
PREFERRED QUALIFICATIONS
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint, and Excel
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
INTRODUCTION
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
BASIC QUALIFICATIONS
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
PREFERRED QUALIFICATIONS
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint, and Excel
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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 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 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.
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