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 7,192+ Client Associate jobs
See all 7,192+ 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
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Responsibilities:
- Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
- Provide reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
BASIC QUALIFICATIONS
- Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology.
- Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
EDUCATION & EXPERIENCE
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2 years clerical/related industry
LICENSES & CREDENTIALS
- Minimum Required: None
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
INTRODUCTION
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
ROLE AND RESPONSIBILITIES
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Responsibilities:
- Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
- Provide reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
BASIC QUALIFICATIONS
- Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology.
- Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
EDUCATION & EXPERIENCE
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2 years clerical/related industry
LICENSES & CREDENTIALS
- Minimum Required: None
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
See all 7,192+ 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.