Client Associate Jobs in USA with Visa Sponsorship
Client Associate roles at financial services firms, investment banks, and consulting companies frequently sponsor H-1B, E-3, 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.
See All Client Associate JobsOverview
Showing 5 of 1,396+ client associate jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 1,396+ 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
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will work with a Team of Financial Professionals to provide excellent client service and support. You will also provide essential support to the Team’s financial advisers, assisting with their investment research, preparing client reports, and maintaining accurate account records. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
Do you have a unique desire to work with advisers and support them with their investment research and due diligence processes?
Do you thrive in a collaborative team environment?
Do you excel at building strong relationships and solving problems?
Are you detail-oriented and committed to accuracy?
Are you able to prioritize tasks and be responsible for multiple demands in a deadline-oriented environment?
Do you have a desire to proactively learn and leverage innovative technology tools?
Are you proficient with Microsoft Excel?
If you answer yes to these questions, then this job may be a great fit for you.
BASIC QUALIFICATIONS:
- Proven ability to build Team relationships including excellent communication (written and verbal) and problem-solving skills.
- Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Understanding that strong follow-up skills are an expectation.
- Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
- Interest in the investment process.
- Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 6 months of hire.
- High school graduate or comparable work experience. Post-secondary education preferred.
- Proficiency with Microsoft Excel and solid skills with Word and Outlook, as well as the desire to learn and leverage innovative technologies to optimize client experience and support adviser investment research.
PRIMARY DUTIES:
- Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
- Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
- Reconcile and prepare monthly and quarterly materials that will be shared in client facing meetings.
- Lead your Team’s monthly and quarterly internal investment research report preparation process.
- Utilize Excel extensively on various investment analysis and client account reconciliation projects.
- Assist in developing and implementing periodic client mailings, communications and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Interacting with our internal and external back-office partners to ensure that work is progressing smoothly.
- Seek to innovate and streamline processes.
- Provide general support, including but not limited to phone, correspondence, appointments, research and other projects as assigned.
- Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
WHAT WE OFFER:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
INTRODUCTION
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will work with a Team of Financial Professionals to provide excellent client service and support. You will also provide essential support to the Team’s financial advisers, assisting with their investment research, preparing client reports, and maintaining accurate account records. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
Do you have a unique desire to work with advisers and support them with their investment research and due diligence processes?
Do you thrive in a collaborative team environment?
Do you excel at building strong relationships and solving problems?
Are you detail-oriented and committed to accuracy?
Are you able to prioritize tasks and be responsible for multiple demands in a deadline-oriented environment?
Do you have a desire to proactively learn and leverage innovative technology tools?
Are you proficient with Microsoft Excel?
If you answer yes to these questions, then this job may be a great fit for you.
BASIC QUALIFICATIONS:
- Proven ability to build Team relationships including excellent communication (written and verbal) and problem-solving skills.
- Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Understanding that strong follow-up skills are an expectation.
- Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
- Interest in the investment process.
- Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 6 months of hire.
- High school graduate or comparable work experience. Post-secondary education preferred.
- Proficiency with Microsoft Excel and solid skills with Word and Outlook, as well as the desire to learn and leverage innovative technologies to optimize client experience and support adviser investment research.
PRIMARY DUTIES:
- Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
- Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
- Reconcile and prepare monthly and quarterly materials that will be shared in client facing meetings.
- Lead your Team’s monthly and quarterly internal investment research report preparation process.
- Utilize Excel extensively on various investment analysis and client account reconciliation projects.
- Assist in developing and implementing periodic client mailings, communications and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Interacting with our internal and external back-office partners to ensure that work is progressing smoothly.
- Seek to innovate and streamline processes.
- Provide general support, including but not limited to phone, correspondence, appointments, research and other projects as assigned.
- Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
WHAT WE OFFER:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
How to Get 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 JobsSee all 1,396+ 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 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.
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.
See which Client Associate employers are hiring and sponsoring visas right now.
Search Client Associate Jobs