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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Job Description
What is the opportunity?
Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management. This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you’ll be more than just support, you’ll be a trusted resource for clients, advisors, and the branch, leveraging your administrative and operational expertise to help advisors manage and grow their business. From day one, you’ll embrace a client-first approach, ensuring compliance, resolving complex issues, onboarding accounts, and implementing technology solutions, all while maintaining meticulous account records. But this isn’t just a job; it’s a career growth opportunity. RBC Wealth Management is committed to your development, offering training, resources, and a clear path to advance in a way that aligns with your goals. Enjoy a competitive compensation and benefits package while working in an inclusive culture that values teamwork, integrity, and excellence. If you’re ready to elevate your career with a team that invests in your success, we’d love to hear from you. Apply now and help shape the future of wealth management with us!
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Financial services experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
The good-faith expected salary range for the above position is $55,000 - $90,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 1 JERICHO PLAZA:JERICHO
City: Jericho
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-09-25
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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.