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 JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 licenses are preferred, but not required. Candidates will have the opportunity to pursue and obtain these licenses as part of their professional development after joining the firm.
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney and Addepar is a plus
COMPENSATION RANGE
The anticipated base salary range for this role is $45,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 licenses are preferred, but not required. Candidates will have the opportunity to pursue and obtain these licenses as part of their professional development after joining the firm.
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney and Addepar is a plus
COMPENSATION RANGE
The anticipated base salary range for this role is $45,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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.