Business Operations Associate Visa Sponsorship Jobs in Wisconsin
Business operations associate roles in Wisconsin are concentrated in Milwaukee, Madison, and Green Bay, with employers like Northwestern Mutual, Fiserv, American Family Insurance, and Epic Systems regularly hiring for these positions. International candidates pursuing visa sponsorship will find the most opportunity in Wisconsin's financial services, health tech, and insurance sectors.
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We are seeking a dynamic and proactive Client Service Associate to join our team at North Haven Wealth Management to elevate the client experience through exceptional service and expert account management. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with enthusiasm and professionalism. The responsibilities of the Client Service Associate are to assist the Advisor in onboarding and supporting clients with investment and insurance planning. Provide data entry and service administrative support for the office operations by following acceptable procedures. Specific responsibilities include but will not be limited to:
Responsibilities:
- Prepare, complete, submit, and track account opening paperwork from onboarding through implementation
- Initiating transfers and completing rollover calls
- Tracking account funding and communicating money movement with clients
- Processing account service work for clients i.e. beneficiary changes, withdrawal requests, etc.
- Prepare, complete, submit, and track insurance application paperwork from onboarding through delivery of the policy with accuracy and attention to detail. Communicating with underwriters and clients on requested items during the application process
- Review case notes, process correspondence and maintain client case files
- Process service requests for clients with attention to detail, accuracy, and urgency i.e. policy loan requests, beneficiary changes, etc.
- Maintain organized documentation, tracking, and case notes of your work to ensure seamless tracking and workflow across the advisory team
- Manage our client data system (CRM), including organization, client notes, reports, and future activities
- File new statements, account forms and other insurance/investment-related materials
- Maintain clear communication with advisors on client onboarding status providing weekly to daily updates as requested
Qualifications
It is recommended that the individual in this role have the following qualifications:
- Required: Life, Accident & Health License or passed within 60 days of employment
- 1-3+ years of Financial Service or Insurance industry experience preferred
- 1-3+ years of experience in business administration
- Preferred: Bachelor’s degree in business, finance, and/or equivalent work experience
- Demonstrated computer experience required
- Strong organizational and time management skills with ability to set priorities and meet deadlines
- Ability to work with a high degree of accuracy in handling detailed work
- Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
- Ability to multi-task and prioritize
- Ability to adapt to change, and identify process improvements
This role is ideal for motivated individuals eager to develop their expertise in client services while making a meaningful impact on our clients’ success. Join us to be part of a vibrant team dedicated to delivering exceptional value through energetic service and innovative solutions!
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Job Overview
We are seeking a dynamic and proactive Client Service Associate to join our team at North Haven Wealth Management to elevate the client experience through exceptional service and expert account management. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with enthusiasm and professionalism. The responsibilities of the Client Service Associate are to assist the Advisor in onboarding and supporting clients with investment and insurance planning. Provide data entry and service administrative support for the office operations by following acceptable procedures. Specific responsibilities include but will not be limited to:
Responsibilities:
- Prepare, complete, submit, and track account opening paperwork from onboarding through implementation
- Initiating transfers and completing rollover calls
- Tracking account funding and communicating money movement with clients
- Processing account service work for clients i.e. beneficiary changes, withdrawal requests, etc.
- Prepare, complete, submit, and track insurance application paperwork from onboarding through delivery of the policy with accuracy and attention to detail. Communicating with underwriters and clients on requested items during the application process
- Review case notes, process correspondence and maintain client case files
- Process service requests for clients with attention to detail, accuracy, and urgency i.e. policy loan requests, beneficiary changes, etc.
- Maintain organized documentation, tracking, and case notes of your work to ensure seamless tracking and workflow across the advisory team
- Manage our client data system (CRM), including organization, client notes, reports, and future activities
- File new statements, account forms and other insurance/investment-related materials
- Maintain clear communication with advisors on client onboarding status providing weekly to daily updates as requested
Qualifications
It is recommended that the individual in this role have the following qualifications:
- Required: Life, Accident & Health License or passed within 60 days of employment
- 1-3+ years of Financial Service or Insurance industry experience preferred
- 1-3+ years of experience in business administration
- Preferred: Bachelor’s degree in business, finance, and/or equivalent work experience
- Demonstrated computer experience required
- Strong organizational and time management skills with ability to set priorities and meet deadlines
- Ability to work with a high degree of accuracy in handling detailed work
- Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
- Ability to multi-task and prioritize
- Ability to adapt to change, and identify process improvements
This role is ideal for motivated individuals eager to develop their expertise in client services while making a meaningful impact on our clients’ success. Join us to be part of a vibrant team dedicated to delivering exceptional value through energetic service and innovative solutions!
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Business Operations Associate Job Roles in Wisconsin
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Search Business Operations Associate Jobs in WisconsinBusiness Operations Associate Jobs in Wisconsin: Frequently Asked Questions
Which companies in Wisconsin sponsor visas for business operations associates?
Milwaukee-based financial services and insurance firms lead sponsorship activity for business operations associates in Wisconsin. Northwestern Mutual, Fiserv, and American Family Insurance have documented H-1B visa sponsorship histories for operations and analytics roles. Madison's health tech sector, anchored by Epic Systems, also hires internationally for business operations functions. Sponsorship availability varies by role, team, and hiring cycle, so confirming with each employer directly is important.
Which visa types are most common for business operations associate roles in Wisconsin?
The H-1B is the most common visa for business operations associates in Wisconsin, particularly for roles requiring a bachelor's degree in business, finance, operations management, or a related field. Some candidates transition from F-1 OPT or STEM OPT if their degree qualifies. The role must meet USCIS specialty occupation standards, meaning the position requires a specific degree rather than any general bachelor's degree.
How to find business operations associate visa sponsorship jobs in Wisconsin?
Migrate Mate is designed specifically for this search. You can filter for business operations associate roles in Wisconsin and see which employers are actively open to sponsoring international candidates. This is more targeted than general job searching because listings are screened for sponsorship eligibility. For international candidates in Wisconsin's financial services or health tech sectors, using Migrate Mate saves significant time compared to manually vetting each employer.
Which cities in Wisconsin have the most business operations associate sponsorship jobs?
Milwaukee accounts for the largest share of business operations associate sponsorship activity in Wisconsin, driven by its concentration of financial services, insurance, and consulting employers. Madison is the second-largest market, supported by Epic Systems, state government contractors, and university-affiliated organizations. Green Bay has a smaller but active market, particularly in logistics and manufacturing operations. Remote-friendly roles at Wisconsin-headquartered firms can also expand options beyond these cities.
Are there any Wisconsin-specific considerations for business operations associate visa sponsorship?
Wisconsin's prevailing wage requirements for sponsored roles are set by the Department of Labor and apply statewide, with Milwaukee and Madison generally posting higher wage levels than smaller markets. The University of Wisconsin system produces a consistent pipeline of international graduates in business and operations fields, meaning employers in Madison are relatively familiar with OPT-to-H-1B transitions. Candidates should confirm that the specific role description supports a specialty occupation determination before accepting an offer contingent on sponsorship.
What is the prevailing wage for sponsored business operations associate jobs in Wisconsin?
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.