Customer Service Management Visa Sponsorship Jobs in North Carolina
North Carolina's customer service management job market is anchored by major employers in Charlotte's financial services sector, the Research Triangle's technology and life sciences companies, and Raleigh's growing enterprise software firms. Companies like Bank of America, Fiserv, and Lenovo North America regularly hire international professionals for customer experience leadership roles across the state.
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Get Access To All JobsThis position provides securities licensed administrative support to Your Journey Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily brokerage operations of the practice, including, but not limited to: new account processing, account servicing, operational support, advisor/client support, process improvement, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting securities related tasks, and other administrative tasks as assigned. The Securities Client Service Administrator reports to and is employed by Your Journey Financial Advisors.
This is a full-time in-person position sitting out of either the Charlotte, Gastonia, or Hickory office. Compensation is $60,000-80,000 annually dependent upon active licensure and experience. Benefits include health insurance, 401K plus match, PTO, holiday pay, and annual bonus eligibility.
Position Roles/Responsibilities/Accountabilities
- Facilitate brokerage account openings, onboarding, and account transfers while ensuring all documentation is complete, accurate, and compliant with firm and regulatory requirements.
- Process account servicing transactions, including beneficiary updates, ownership changes, contact information updates, trust/entity account changes, retirement account transactions, and asset movement requests.
- Support brokerage transactions such as distributions, deposits, stock gifts, and other account-related requests.
- Prepare for upcoming advisor and client appointments by ensuring account information and required documentation are in order.
- Serve as the primary point of contact for operational inquiries, proactively communicating account status, outstanding items, and service updates.
- Resolve account and operational issues by partnering with advisors, clients, custodians, and home office teams.
- Monitor workflows, maintain accurate records, and support compliance, audit, and documentation requirements.
- Deliver exceptional advisor and client service while providing backup support to ensure business continuity.
- Identify process improvement opportunities, document best practices, support team training, and contribute to initiatives that enhance the advisor and client experience.
Position Qualifications
- Must hold FINRA Series 7 and 66 licenses (or Series 7, 63, and 65 combination) and maintain registration in all states where support is provided for Your Journey Financial Advisors.
- 3+ years of experience in brokerage, wealth management, RIA, or financial services operations.
- Strong knowledge of brokerage account servicing, investment operations, and advisory account structures.
- Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy and attention to detail.
- Strong technical aptitude, including proficiency with business systems, technology platforms, and operational tools.
- Excellent written and verbal communication skills with a client-focused approach to service, responsiveness, and problem-solving.
Preferred
- Experience with Envestnet, brokerage trading platforms, and related technology solutions.
- Experience supporting financial advisors and high-net-worth clients.
- Familiarity with Thrivent operational systems, processes, and service models.
As part of Your Journey Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
This position provides securities licensed administrative support to Your Journey Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily brokerage operations of the practice, including, but not limited to: new account processing, account servicing, operational support, advisor/client support, process improvement, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting securities related tasks, and other administrative tasks as assigned. The Securities Client Service Administrator reports to and is employed by Your Journey Financial Advisors.
This is a full-time in-person position sitting out of either the Charlotte, Gastonia, or Hickory office. Compensation is $60,000-80,000 annually dependent upon active licensure and experience. Benefits include health insurance, 401K plus match, PTO, holiday pay, and annual bonus eligibility.
Position Roles/Responsibilities/Accountabilities
- Facilitate brokerage account openings, onboarding, and account transfers while ensuring all documentation is complete, accurate, and compliant with firm and regulatory requirements.
- Process account servicing transactions, including beneficiary updates, ownership changes, contact information updates, trust/entity account changes, retirement account transactions, and asset movement requests.
- Support brokerage transactions such as distributions, deposits, stock gifts, and other account-related requests.
- Prepare for upcoming advisor and client appointments by ensuring account information and required documentation are in order.
- Serve as the primary point of contact for operational inquiries, proactively communicating account status, outstanding items, and service updates.
- Resolve account and operational issues by partnering with advisors, clients, custodians, and home office teams.
- Monitor workflows, maintain accurate records, and support compliance, audit, and documentation requirements.
- Deliver exceptional advisor and client service while providing backup support to ensure business continuity.
- Identify process improvement opportunities, document best practices, support team training, and contribute to initiatives that enhance the advisor and client experience.
Position Qualifications
- Must hold FINRA Series 7 and 66 licenses (or Series 7, 63, and 65 combination) and maintain registration in all states where support is provided for Your Journey Financial Advisors.
- 3+ years of experience in brokerage, wealth management, RIA, or financial services operations.
- Strong knowledge of brokerage account servicing, investment operations, and advisory account structures.
- Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy and attention to detail.
- Strong technical aptitude, including proficiency with business systems, technology platforms, and operational tools.
- Excellent written and verbal communication skills with a client-focused approach to service, responsiveness, and problem-solving.
Preferred
- Experience with Envestnet, brokerage trading platforms, and related technology solutions.
- Experience supporting financial advisors and high-net-worth clients.
- Familiarity with Thrivent operational systems, processes, and service models.
As part of Your Journey Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Customer Service Management Job Roles in North Carolina
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Search Customer Service Management Jobs in North CarolinaCustomer Service Management Jobs in North Carolina: Frequently Asked Questions
Which companies sponsor visas for customer service management roles in North Carolina?
Charlotte-based financial institutions including Bank of America and Wells Fargo have sponsored international professionals in customer service management positions. In the Research Triangle, technology and life sciences employers such as Lenovo, Fiserv, and SAS Institute have a documented history of H-1B visa sponsorship. Larger enterprise employers with dedicated HR and legal infrastructure are generally more willing to sponsor than smaller regional firms.
Which visa types are most common for customer service management roles in North Carolina?
The H-1B is the most common work visa for customer service management roles in North Carolina, provided the position qualifies as a specialty occupation requiring a bachelor's degree in a directly related field such as business administration, communications, or management. Candidates from Australia may qualify for the E-3 visa, and Canadian and Mexican nationals may explore TN visa status under the management consultant category, though eligibility depends on the specific role definition.
Which cities in North Carolina have the most customer service management sponsorship jobs?
Charlotte leads the state for customer service management sponsorship opportunities, driven by its concentration of financial services, fintech, and operations centers. Raleigh and Durham follow closely, supported by the Research Triangle's technology and healthcare sectors. Greensboro and Winston-Salem also have a presence through logistics, insurance, and manufacturing companies that maintain customer operations teams requiring experienced management professionals.
How to find customer service management visa sponsorship jobs in North Carolina?
Migrate Mate filters job listings specifically for visa sponsorship eligibility, making it straightforward to browse customer service management openings in North Carolina without sorting through roles that don't offer sponsorship. You can search by role and state to surface positions from employers already familiar with the H-1B and other work visa processes, which is particularly useful when targeting Charlotte's financial sector or the Research Triangle's tech employers.
Are there any state-specific considerations for international candidates pursuing customer service management roles in North Carolina?
North Carolina employers sponsoring H-1B workers must file a Labor Condition Application confirming the offered wage meets the Department of Labor's prevailing wage for the role and geographic area. For customer service management positions, the relevant prevailing wage is typically benchmarked to the Charlotte or Raleigh metropolitan statistical areas depending on work location. The Research Triangle's university pipeline, particularly from NC State and UNC Chapel Hill, means employers in that region are generally familiar with international hiring processes.
What is the prevailing wage for sponsored customer service management jobs in North Carolina?
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.