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.
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Get Access To All JobsJob Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- 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
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- 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
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
See all 1,124+ 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.
Client Associate jobs are hiring across the US. Find yours.
Find Client Associate JobsFrequently 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.
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