Finance OPT Jobs in Ohio
Finance F-1 OPT sponsorship jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where major employers like JPMorgan Chase, KeyCorp, Fifth Third Bank, and Nationwide Insurance actively hire international students for analyst, risk, and accounting roles. Ohio's dense banking and insurance sector makes it one of the stronger Midwest states for OPT-eligible finance candidates.
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Get Access To All JobsLocation:
4900 Tiedeman Road, Brooklyn Ohio
Job Summary
The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors, Regional Consultants and Consultants while administrating an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement.
ESSENTIAL JOB FUNCTIONS
- Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting.
- Demonstrate strong working knowledge of institutional trust and custody client needs, IA product offerings, and operational processes, including account onboarding, asset collection, alternative assets, pension payment systems, and client and file system maintenance.
- Process daily cash transactions, including wire transfers, check preparation, cash movements, deposits, and the timely forwarding of client trading requests.
- Review and manage daily cash reports; prepare reports, correspondence, technical documentation, and support special projects as requested.
- Build and maintain effective relationships with clients and external service providers, including consultants, third‑party administrators, accountants, auditors, and outside RIAs.
- Read, interpret, and apply institutional trust and custody agreements and related documentation for administrative and fiduciary purposes.
- Mitigate risk by servicing assigned institutional relationships in compliance with KeyBank policies and procedures, as well as applicable regulatory and legal requirements.
- Demonstrate a strong client‑focused mindset and collaborative approach, leading by example in teamwork and service excellence for both clients and internal partners.
- Support clients with required reporting to government agencies, including the Department of Labor (DOL), Pension Benefit Guaranty Corporation (PBGC), and Internal Revenue Service (IRS).
- Identify process improvement opportunities in partnership with internal support teams, investment management, and other business units, and proactively recommend operational or investment solutions to IA clients.
- Provide backup support for other Client Service Associates and assigned Relationship Managers as needed.
REQUIRED QUALIFICATIONS
- Undergraduate degree in business-related field
- A minimum of 3 years industry experience working with corporate, non-profit, foundations, endowments, public fund and/or Taft Hartley clients in administrative capacity or other client service roles.
- Demonstrated strong client service skills.
- Securities processing and bank operations knowledge.
- Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
- Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint.
PREFERRED QUALIFICATIONS
- Competence with trust/custody, pension, non-profit, alternative assets, general banking, operating fund, and charitable planning needs.
- Client consultation/advocate background.
- Securities processing and bank operations knowledge.
- Public speaking experience.
COMPETENCIES/SKILLS
- Personal effectiveness
- Communication
- Adaptability / Flexibility/Detail oriented
- Independent problem solving
- Decision making/Prioritizing
- Commitment to client service
REPORTING RELATIONSHIP
- This position reports to Team Lead Manager
- Mobile – Office 3 days and work from home 2 days
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/27/2026
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
4900 Tiedeman Road, Brooklyn Ohio
Job Summary
The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors, Regional Consultants and Consultants while administrating an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement.
ESSENTIAL JOB FUNCTIONS
- Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting.
- Demonstrate strong working knowledge of institutional trust and custody client needs, IA product offerings, and operational processes, including account onboarding, asset collection, alternative assets, pension payment systems, and client and file system maintenance.
- Process daily cash transactions, including wire transfers, check preparation, cash movements, deposits, and the timely forwarding of client trading requests.
- Review and manage daily cash reports; prepare reports, correspondence, technical documentation, and support special projects as requested.
- Build and maintain effective relationships with clients and external service providers, including consultants, third‑party administrators, accountants, auditors, and outside RIAs.
- Read, interpret, and apply institutional trust and custody agreements and related documentation for administrative and fiduciary purposes.
- Mitigate risk by servicing assigned institutional relationships in compliance with KeyBank policies and procedures, as well as applicable regulatory and legal requirements.
- Demonstrate a strong client‑focused mindset and collaborative approach, leading by example in teamwork and service excellence for both clients and internal partners.
- Support clients with required reporting to government agencies, including the Department of Labor (DOL), Pension Benefit Guaranty Corporation (PBGC), and Internal Revenue Service (IRS).
- Identify process improvement opportunities in partnership with internal support teams, investment management, and other business units, and proactively recommend operational or investment solutions to IA clients.
- Provide backup support for other Client Service Associates and assigned Relationship Managers as needed.
REQUIRED QUALIFICATIONS
- Undergraduate degree in business-related field
- A minimum of 3 years industry experience working with corporate, non-profit, foundations, endowments, public fund and/or Taft Hartley clients in administrative capacity or other client service roles.
- Demonstrated strong client service skills.
- Securities processing and bank operations knowledge.
- Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
- Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint.
PREFERRED QUALIFICATIONS
- Competence with trust/custody, pension, non-profit, alternative assets, general banking, operating fund, and charitable planning needs.
- Client consultation/advocate background.
- Securities processing and bank operations knowledge.
- Public speaking experience.
COMPETENCIES/SKILLS
- Personal effectiveness
- Communication
- Adaptability / Flexibility/Detail oriented
- Independent problem solving
- Decision making/Prioritizing
- Commitment to client service
REPORTING RELATIONSHIP
- This position reports to Team Lead Manager
- Mobile – Office 3 days and work from home 2 days
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/27/2026
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
OPT Finance Job Roles in Ohio
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Search Finance Jobs in OhioFinance OPT Sponsorship Jobs in Ohio: Frequently Asked Questions
Which finance companies in Ohio sponsor F-1 OPT visas?
Several large financial institutions based in Ohio have histories of hiring F-1 OPT students. KeyCorp and Fifth Third Bank, both headquartered in Ohio, regularly recruit for analyst and finance roles open to OPT candidates. JPMorgan Chase has significant operations in Columbus and Cleveland. Nationwide Insurance and American Financial Group also hire for finance positions in Ohio. Sponsorship availability varies by role, team, and hiring cycle, so confirming OPT acceptance during the application process is important.
Which cities in Ohio have the most finance F-1 OPT sponsorship jobs?
Columbus is Ohio's largest finance hiring hub, home to JPMorgan Chase's major operations center, Nationwide Insurance, and a growing fintech presence. Cleveland follows closely, with KeyCorp headquartered there alongside a cluster of regional banks and asset management firms. Cincinnati is the third major market, anchored by Fifth Third Bank and American Financial Group. Smaller markets like Dayton and Akron have fewer openings but occasionally list OPT-eligible finance roles.
What types of finance roles typically qualify for F-1 OPT sponsorship in Ohio?
Roles that most commonly appear as OPT-eligible in Ohio's finance sector include financial analyst, credit analyst, risk analyst, accounting associate, investment operations analyst, and compliance analyst positions. These roles generally require a degree in finance, accounting, economics, or a related quantitative field, which aligns with F-1 OPT's requirement that employment be directly related to your major. Roles that are more generalist or management-focused without a degree requirement in a specific field are less likely to qualify.
How do I find finance F-1 OPT sponsorship jobs in Ohio?
Migrate Mate is built specifically for international students and filters job listings by visa type, including F-1 OPT, and by industry and state. Searching for finance roles in Ohio on Migrate Mate surfaces employers who have indicated willingness to sponsor or accept OPT candidates, saving you from filtering through listings that don't apply to your situation. Focusing your search on Columbus, Cleveland, and Cincinnati will return the highest volume of relevant finance openings in Ohio.
Are there any Ohio-specific considerations for F-1 OPT finance students?
Ohio's large concentration of regional banks and insurance companies means many hiring managers are familiar with OPT work authorization, which can reduce friction compared to states where international hiring is less common. However, F-1 OPT has a strict 90-day unemployment limit, so timing your job search before your OPT start date is important. Finance students with STEM-designated degrees, such as financial engineering or quantitative finance, may be eligible for the 24-month STEM OPT extension, significantly extending their work authorization period.