Client Associate Visa Sponsorship Jobs in Texas
Client associate roles in Texas are concentrated in Dallas-Fort Worth, Houston, and Austin, where financial services firms, wealth management companies, and tech-adjacent businesses maintain large operations. Employers like JPMorgan Chase, Wells Fargo, and Charles Schwab, which has its headquarters in Westlake, regularly hire for these positions and have established visa sponsorship programs.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
ABOUT THE ROLE
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
37.5
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
ABOUT THE ROLE
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
37.5
Client Associate Job Roles in Texas
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Search Client Associate Jobs in TexasClient Associate Jobs in Texas: Frequently Asked Questions
Which companies sponsor visas for client associates in Texas?
Several major financial services and wealth management firms with significant Texas footprints have sponsored client associates for work visas. These include JPMorgan Chase and Wells Fargo in Houston and Dallas, Charles Schwab in Westlake, and Fidelity Investments in Westlake and other Texas locations. Technology companies with client-facing associate roles in Austin, such as Dell and Oracle, have also filed sponsorships for similar positions.
Which visa types are most common for client associate roles in Texas?
The H-1B is the most common visa category for client associate roles in Texas when the position requires a specific bachelor's degree, such as finance, business, or economics. Some roles at multinational firms may qualify for L-1B visas for specialized knowledge transfers. Australian nationals may pursue the E-3 visa. Candidates with exceptional records in client services or financial advisory may explore the O-1A, though that category carries a high evidentiary bar.
Which cities in Texas have the most client associate sponsorship jobs?
Dallas-Fort Worth leads Texas for client associate sponsorship activity, driven by its concentration of financial services headquarters and regional offices. Houston is second, particularly in wealth management and energy-sector client services roles. Austin has grown steadily as technology firms expand client success and associate functions there. San Antonio has a smaller but active market, with USAA being a notable employer of client-facing associates in that city.
How to find client associate visa sponsorship jobs in Texas?
Migrate Mate is the most direct way to search for client associate visa sponsorship jobs in Texas. The platform filters jobs specifically by sponsorship availability, so you can browse roles at Texas-based employers without sorting through listings that exclude international candidates. Searching by city within Texas, such as Dallas or Austin, helps narrow results to the markets with the highest concentration of client associate openings at sponsoring firms.
Are there any Texas-specific considerations for client associate visa sponsorship?
Texas has no state income tax, which affects how prevailing wage calculations compare to states with higher tax burdens, though the Department of Labor's wage determinations are based on occupational and geographic data regardless of state tax policy. Dallas-Fort Worth's status as a major financial hub means sponsoring employers there often have established immigration counsel and more experience processing H-1B petitions for client associate roles than employers in smaller Texas markets.
What is the prevailing wage for sponsored client associate jobs in Texas?
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.
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