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 JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate-Analyst. The Client Associate-Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Work in coordination with the Private Advisor & Investment Analyst to prepare client performance review, allocation reviews, and manage client portfolios
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate-Analyst. The Client Associate-Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Work in coordination with the Private Advisor & Investment Analyst to prepare client performance review, allocation reviews, and manage client portfolios
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS:
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
COMPENSATION RANGE:
The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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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.