Finance H-1B Sponsorship Jobs in Ohio
Ohio's finance sector spans major employers like KeyBank, Fifth Third Bank, Huntington Bancshares, and Nationwide Insurance, with concentrations in Cleveland, Columbus, and Cincinnati. These institutions have established H-1B visa sponsorship programs for roles in financial analysis, risk management, and technology-driven banking functions, making Ohio a meaningful market for international finance professionals.
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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
H-1B Finance Job Roles in Ohio
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Search Finance Jobs in OhioFinance H-1B Sponsorship Jobs in Ohio: Frequently Asked Questions
Which finance companies in Ohio sponsor H-1B visas?
Several large Ohio-headquartered financial institutions have filed H-1B visa petitions in past years, including KeyBank, Fifth Third Bank, Huntington Bancshares, and Nationwide Insurance. Regional banks, insurance firms, and fintech companies based in Columbus and Cleveland also appear in Department of Labor disclosure data as H-1B sponsors. Sponsorship history varies by role and year, so reviewing employer-level LCA filings is a practical starting point.
Which cities in Ohio have the most finance H-1B sponsorship jobs?
Columbus leads in finance H-1B activity given its density of insurance companies, regional banks, and fintech operations, including Nationwide and Huntington Bancshares headquarters. Cleveland is a strong second, driven by KeyBank and a concentration of wealth management and investment firms. Cincinnati adds meaningful volume through Fifth Third Bank and a network of financial services employers in the tri-state area.
What types of finance roles typically qualify for H-1B sponsorship in Ohio?
H-1B sponsorship in finance generally applies to specialty occupation roles requiring at least a bachelor's degree in a specific field. In Ohio, this commonly includes financial analysts, credit risk analysts, quantitative analysts, compliance officers, actuaries, and finance-focused software engineers or data scientists. General teller, operations, or broadly defined business roles are less likely to meet the specialty occupation standard without a tightly defined degree requirement.
How do I find finance H-1B sponsorship jobs in Ohio?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface Ohio finance roles where employers have indicated H-1B sponsorship. This saves time compared to scanning general job boards and then trying to verify sponsorship eligibility separately. Migrate Mate focuses on connecting international candidates with employers who are open to H-1B sponsorship, which is especially useful for finance roles in competitive Ohio markets like Columbus and Cleveland.
Are there any Ohio-specific considerations for H-1B sponsorship in finance?
Ohio does not impose state-level requirements that alter the federal H-1B process, but a few practical factors are worth noting. Ohio's financial sector is heavily regulated at the federal level, so employers in banking and insurance are often experienced with compliance-intensive hiring, which can make them more familiar with H-1B processes. Prevailing wage requirements are determined by the specific metro area, so Columbus, Cleveland, and Cincinnati each have distinct wage thresholds that employers must certify through the Labor Condition Application.
What is the prevailing wage for H-1B finance jobs in Ohio?
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.