Client Associate Jobs in USA with Visa Sponsorship
Client Associate roles at financial services firms, investment banks, and consulting companies frequently sponsor H-1B visa, E-3 visa, and TN visas. These positions typically require a bachelor's degree in finance, business, economics, or related field and involve client relationship management, account coordination, and business development support. For detailed occupation requirements, see the O*NET profile.
Find Client Associate JobsOverview
Showing 5 of 1,329+ Client Associate jobs
See all 1,329+ Client Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
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
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
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
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
See all 1,329+ Client Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Associate
Target mid-size financial firms over large banks
Regional investment firms and boutique financial services companies often have more flexible H-1B policies than major Wall Street banks, which may prioritize experienced hires or limit sponsorship to specific divisions.
Emphasize relationship management skills in applications
Client Associate roles require strong interpersonal abilities and communication skills. Highlight customer service experience, client retention achievements, and any portfolio management or account coordination background you have.
Consider wealth management and private banking divisions
These divisions within larger financial institutions often sponsor visas for Client Associate positions, especially if you have language skills or cultural knowledge relevant to international high-net-worth clients.
Highlight any Series licenses or financial certifications
Series 7, Series 66, CFA progress, or similar credentials strengthen your specialty occupation case for H-1B applications and demonstrate commitment to the financial services industry and regulatory compliance.
Research firms' international client base
Companies serving international clients or expanding globally are more likely to sponsor visas. Your foreign background becomes an asset when firms need cultural expertise or language capabilities.
Apply through campus recruiting if you're in school
Many financial services firms recruit Client Associates through university programs and are more open to visa sponsorship for new graduates than for experienced hires switching companies mid-career.
Frequently Asked Questions
Does a Client Associate role qualify for H-1B specialty occupation requirements?
Yes, if the position requires a bachelor's degree in a specific field like finance, economics, or business administration. The role must involve specialized knowledge in financial markets, investment products, or client relationship management. Generic customer service positions without degree requirements typically don't qualify.
What degree fields work best for Client Associate H-1B applications?
Finance, economics, business administration, accounting, and mathematics degrees align well with Client Associate responsibilities. Marketing or communications degrees can work if the role emphasizes business development. The job posting must specify the degree requirement matches your educational background.
Do investment banks sponsor H-1B visas for entry-level Client Associate positions?
Major investment banks like Goldman Sachs and Morgan Stanley occasionally sponsor H-1B visas for Client Associate roles, but they're selective and often prefer experienced candidates. Mid-size firms and regional banks may be more open to sponsoring new graduates.
Can Australians use E-3 visas for Client Associate positions?
Yes, Client Associate roles typically qualify for E-3 visas if they require a bachelor's degree in finance or business and involve specialized financial knowledge. The position must be classified as a specialty occupation, not general customer service.
What's the typical H-1B approval rate for Client Associate positions?
Client Associate positions generally have good H-1B approval rates when properly documented as specialty occupations requiring specific degrees. The key is demonstrating that the role involves complex financial analysis, investment knowledge, or regulatory compliance rather than routine administrative tasks.
How to find Client Associate jobs with visa sponsorship?
To find Client Associate jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Client Associate roles are commonly available with H-1B and other work visas at financial services firms, consulting companies, investment banks, and asset management companies. These organizations frequently sponsor international talent for client-facing positions requiring strong communication and relationship management skills.
What is the prevailing wage requirement for sponsored Client Associate jobs?
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.