Client Associate Visa Sponsorship Jobs in New York
Client associate roles in New York are concentrated in financial services, wealth management, and brokerage firms across Manhattan, with major employers like Morgan Stanley, Goldman Sachs, UBS, and Raymond James actively hiring. The state's dense concentration of financial institutions makes it one of the most active markets in the country for this role and for visa sponsorship.
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Get Access To All JobsABOUT THE ROLE
We are seeking a detail-oriented, organized, and proactive Client Services Associate to support our team. This role focuses on supporting client onboarding, client service requests and assisting advisors with day-to-day tasks. The ideal candidate is a strong communicator who takes ownership of tasks, manages multiple priorities, and ensures nothing falls through the cracks.
KEY RESPONSIBILITIES
- Insurance Operations: Coordinate life insurance applications from submission through underwriting, approval, and policy delivery.
- Client Service: Process policy changes, beneficiary updates, withdrawals, required minimum distributions (RMDs), and other account maintenance requests.
- Investment Operations: Prepare and submit new account paperwork, coordinate signatures, and assist with transfers, contributions, distributions, and account updates.
- Tracking & Follow-Up: Maintain accurate case trackers, monitor outstanding requirements, meet deadlines, and provide regular status updates.
- Client & Advisor Communication: Communicate professionally with clients, insurance carriers, and advisors to obtain documents, resolve outstanding items, and keep cases moving forward.
- Administrative Support: Maintain organized electronic files, documentation, and records while handling confidential client information.
QUALIFICATIONS & SKILLS
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks, prioritize deadlines, and follow through independently.
- Professional, client-focused attitude and strong problem-solving skills.
- Proficiency in Microsoft Office.
- Ability to learn new systems and processes quickly.
- Team-oriented, dependable, and proactive work ethic.
- 1+ years of experience in financial services, insurance, or investment operations preferred.
WHAT WE'RE LOOKING FOR:
Someone who takes ownership, anticipates next steps, communicates effectively, and consistently follows tasks through to completion. Experience in financial services, insurance, or investment operations is preferred.
LOCATION
Elmsford, NY 10523 (Required)
PAY
$50,000.00 - $60,000.00 per year
BENEFITS
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
This role is hired directly by the financial services representative
CRN202910-12433494
ABOUT THE ROLE
We are seeking a detail-oriented, organized, and proactive Client Services Associate to support our team. This role focuses on supporting client onboarding, client service requests and assisting advisors with day-to-day tasks. The ideal candidate is a strong communicator who takes ownership of tasks, manages multiple priorities, and ensures nothing falls through the cracks.
KEY RESPONSIBILITIES
- Insurance Operations: Coordinate life insurance applications from submission through underwriting, approval, and policy delivery.
- Client Service: Process policy changes, beneficiary updates, withdrawals, required minimum distributions (RMDs), and other account maintenance requests.
- Investment Operations: Prepare and submit new account paperwork, coordinate signatures, and assist with transfers, contributions, distributions, and account updates.
- Tracking & Follow-Up: Maintain accurate case trackers, monitor outstanding requirements, meet deadlines, and provide regular status updates.
- Client & Advisor Communication: Communicate professionally with clients, insurance carriers, and advisors to obtain documents, resolve outstanding items, and keep cases moving forward.
- Administrative Support: Maintain organized electronic files, documentation, and records while handling confidential client information.
QUALIFICATIONS & SKILLS
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks, prioritize deadlines, and follow through independently.
- Professional, client-focused attitude and strong problem-solving skills.
- Proficiency in Microsoft Office.
- Ability to learn new systems and processes quickly.
- Team-oriented, dependable, and proactive work ethic.
- 1+ years of experience in financial services, insurance, or investment operations preferred.
WHAT WE'RE LOOKING FOR:
Someone who takes ownership, anticipates next steps, communicates effectively, and consistently follows tasks through to completion. Experience in financial services, insurance, or investment operations is preferred.
LOCATION
Elmsford, NY 10523 (Required)
PAY
$50,000.00 - $60,000.00 per year
BENEFITS
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
This role is hired directly by the financial services representative
CRN202910-12433494
Client Associate Job Roles in New York
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Search Client Associate Jobs in New YorkClient Associate Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for client associates in New York?
Financial services firms are the primary sponsors for client associate roles in New York. Morgan Stanley, UBS, JPMorgan Chase, Goldman Sachs, and Merrill Lynch have a documented history of sponsoring work visas for this position. Wealth management divisions and private banking groups within these firms tend to have the most active hiring, particularly in Midtown Manhattan and the surrounding financial district.
Which visa types are most common for client associate roles in New York?
The H-1B visa is the most common visa for client associates in New York, provided the role requires a bachelor's degree in a specific field such as finance, economics, or business. Some employers also sponsor L-1B visas for internal transfers from overseas offices, which is relevant given that many large banks operating in New York have global headquarters. TN visas apply to Canadian and Mexican nationals in qualifying business roles.
Which cities in New York have the most client associate sponsorship jobs?
Manhattan accounts for the overwhelming majority of client associate sponsorship opportunities in New York, driven by the concentration of global banks, asset managers, and brokerage firms in Midtown and the Financial District. White Plains and Melville on Long Island also have notable pockets of activity, where regional wealth management offices and financial advisory firms maintain significant operations outside the city.
How to find client associate visa sponsorship jobs in New York?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to find client associate roles in New York where employers have indicated willingness to sponsor. Rather than sorting through thousands of general postings, you can narrow results to sponsoring employers in the financial services sector across New York. Checking Migrate Mate regularly is worthwhile, as sponsoring roles in this field can move quickly.
What should international candidates know about client associate roles in New York specifically?
New York client associate positions in financial services often require FINRA licensing, such as the Series 7 or Series 66, which candidates on a work visa can pursue after receiving an offer and clearing FINRA's eligibility requirements. Employers in New York must also comply with Department of Labor prevailing wage requirements when sponsoring H-1B workers, which means the offered compensation must meet federally determined wage levels for this role in the New York metro area.
What is the prevailing wage for sponsored client associate jobs in New York?
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.