Client Experience Specialist Jobs in USA with Visa Sponsorship
Client Experience Specialist roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in a directly related field such as communications, business, or psychology. Employers in tech, financial services, and healthcare regularly file Labor Condition Applications for this title, making it a viable path for F-1 OPT holders and international candidates with specialty occupation backgrounds.
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Get Access To All JobsSummary: This full-time, hourly position is based in Worcester, MA. The Client Experience Specialist (CES) is a critical operations and client service role within the Bartholomew Governments & Institutions (BGI) team. The position is central to ensuring that every client interaction — whether related to account administration, reporting, or operational workflows — is handled with accuracy, consistency, and care.
About us
Bartholomew & Company manages over $6 billion in total client assets, including $3.5 billion for more than 340 government and institutional entities across New England. Our relationships span cities, towns, municipalities, and other public institutions that entrust us with accounts ranging from under $1 million to over $100 million in AUM, reflecting a firm-wide commitment to delivering exceptional service at any scale.
Core Responsibilities
Client Service Leadership
- Manage complex client service workflows across advisor teams
- Serve as escalation point for challenging client service issues
- Communicate proactively with clients regarding service matters and account needs
- Ensure consistent and high-quality client service delivery
Advanced Account Administration
- Oversee complex transactions including transfers, account updates, and operational requests
- Review and process service requests to ensure accuracy and compliance
- Maintain and oversee client documentation within CRM and operational systems
- Coordinate complex client service across custodians and platforms
- Prepare reports as needed, including monthly, quarterly, semi- and annual reports
- Material & binder preparation for client reviews
Team Development
- Lead by example and inspire colleagues both in person and virtually
- Provide insights and improvements on workflows, service processes, and client communication
- Support training of new service team members
- Promote best practices in service operations
Compliance & Operational Oversight
- Ensure adherence to firm policies and regulatory requirements
- Identify opportunities to improve operational processes and workflows
Advisor & Team Collaboration
- Partner closely with Investment Advisors to support client relationships
- Coordinate service delivery for Investment Advisors
- Participate in service team & advisory team discussions and process improvements
Other related duties as assigned.
Skills & Competencies
Technical
- Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
- CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
- High-complexity transaction processing
- Operational workflow optimization
- Familiarity with financial markets
Leadership
- Promotes service excellence and operational discipline
- Mentors and coaches junior service team members, as applicable
Client Engagement
- Proactive and meaningful communication and connection with clients
- Ability to manage complex service needs and client expectations
- Prepare for and attend Annual BGI dinner
Organizational
- Strong problem-solving ability
- High attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
Preferred skills and qualifications
- Bachelor’s Degree in any field of study (Preferred)
- 3–5 years of financial services and/or client service experience
Core Skills, Competencies & Characteristics
- Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
- Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
- Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, as errors can directly impact client outcomes and firm compliance, while continually looking for ways to improve accuracy, clarity, and quality.
- Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.
Why Bartholomew and Company
At Bartholomew & Company, the Government & Institutional is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated financial management strategies, and opportunities for continued professional development and advancement.
We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.
Benefits
- 401(K) + Match
- Dental Insurance
- Employee Assistance Program
- Financial Support For Licensing
- Flexible Spending Accounts
- Health Insurance
- Life and AD&D Insurance
- Paid Time Off
- Retirement Plan
- Tuition Reimbursement
- Vision Insurance
Perks
- Access to complimentary company WooSox tickets
- Discounted Tickets to the Hanover Theatre
- Company Paid Parking
- Free Tickets to the Worcester Art Museum
- Friday Hours
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.
EEO Statement
Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.
Summary: This full-time, hourly position is based in Worcester, MA. The Client Experience Specialist (CES) is a critical operations and client service role within the Bartholomew Governments & Institutions (BGI) team. The position is central to ensuring that every client interaction — whether related to account administration, reporting, or operational workflows — is handled with accuracy, consistency, and care.
About us
Bartholomew & Company manages over $6 billion in total client assets, including $3.5 billion for more than 340 government and institutional entities across New England. Our relationships span cities, towns, municipalities, and other public institutions that entrust us with accounts ranging from under $1 million to over $100 million in AUM, reflecting a firm-wide commitment to delivering exceptional service at any scale.
Core Responsibilities
Client Service Leadership
- Manage complex client service workflows across advisor teams
- Serve as escalation point for challenging client service issues
- Communicate proactively with clients regarding service matters and account needs
- Ensure consistent and high-quality client service delivery
Advanced Account Administration
- Oversee complex transactions including transfers, account updates, and operational requests
- Review and process service requests to ensure accuracy and compliance
- Maintain and oversee client documentation within CRM and operational systems
- Coordinate complex client service across custodians and platforms
- Prepare reports as needed, including monthly, quarterly, semi- and annual reports
- Material & binder preparation for client reviews
Team Development
- Lead by example and inspire colleagues both in person and virtually
- Provide insights and improvements on workflows, service processes, and client communication
- Support training of new service team members
- Promote best practices in service operations
Compliance & Operational Oversight
- Ensure adherence to firm policies and regulatory requirements
- Identify opportunities to improve operational processes and workflows
Advisor & Team Collaboration
- Partner closely with Investment Advisors to support client relationships
- Coordinate service delivery for Investment Advisors
- Participate in service team & advisory team discussions and process improvements
Other related duties as assigned.
Skills & Competencies
Technical
- Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
- CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
- High-complexity transaction processing
- Operational workflow optimization
- Familiarity with financial markets
Leadership
- Promotes service excellence and operational discipline
- Mentors and coaches junior service team members, as applicable
Client Engagement
- Proactive and meaningful communication and connection with clients
- Ability to manage complex service needs and client expectations
- Prepare for and attend Annual BGI dinner
Organizational
- Strong problem-solving ability
- High attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
Preferred skills and qualifications
- Bachelor’s Degree in any field of study (Preferred)
- 3–5 years of financial services and/or client service experience
Core Skills, Competencies & Characteristics
- Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
- Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
- Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, as errors can directly impact client outcomes and firm compliance, while continually looking for ways to improve accuracy, clarity, and quality.
- Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.
Why Bartholomew and Company
At Bartholomew & Company, the Government & Institutional is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated financial management strategies, and opportunities for continued professional development and advancement.
We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.
Benefits
- 401(K) + Match
- Dental Insurance
- Employee Assistance Program
- Financial Support For Licensing
- Flexible Spending Accounts
- Health Insurance
- Life and AD&D Insurance
- Paid Time Off
- Retirement Plan
- Tuition Reimbursement
- Vision Insurance
Perks
- Access to complimentary company WooSox tickets
- Discounted Tickets to the Hanover Theatre
- Company Paid Parking
- Free Tickets to the Worcester Art Museum
- Friday Hours
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.
EEO Statement
Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.
See all 32+ Client Experience Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Experience Specialist roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Experience Specialist
Frame your degree as directly related
Client Experience Specialist roles must meet the specialty occupation standard, so your degree field matters. Business administration, communications, marketing, or psychology all map cleanly to this title. Document that connection explicitly in your resume and cover letter before applying.
Target industries with consistent LCA filing history
Tech platforms, SaaS companies, financial services firms, and healthcare technology employers file Labor Condition Applications for this role most consistently. Focusing your search on these sectors improves your odds of finding employers already comfortable with the sponsorship process.
Search verified sponsors on Migrate Mate
Use Migrate Mate to browse Client Experience Specialist roles at employers with confirmed LCA filing history. This filters out companies that list the title without the sponsorship infrastructure to back it up, saving you time and preventing late-stage surprises.
Check prevailing wage tiers before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your location and experience level. Use the OFLC Wage Search to look up the Level I through Level IV rates for your metro area before you enter salary discussions, so you know the floor.
Clarify STEM OPT eligibility with your DSO early
If your degree is in a STEM-designated field like information systems or applied psychology, you may qualify for a 24-month OPT extension. Confirm your CIP code with your DSO before accepting an offer, since your employer must be E-Verify enrolled to support STEM OPT.
Prepare for specialty occupation RFEs proactively
USCIS sometimes issues Requests for Evidence on Client Experience Specialist petitions, questioning whether the role truly requires a specific bachelor's degree. Have your employer prepare a detailed job description and O*NET occupation profile showing the degree requirement is standard for the position, not just preferred.
Frequently Asked Questions
Does a Client Experience Specialist role qualify as a specialty occupation for H-1B purposes?
It can, but it depends on how the employer defines the role. USCIS requires that the position normally requires a bachelor's degree in a specific field, not just any degree. Roles tied to SaaS platforms, financial products, or healthcare systems tend to qualify more cleanly because employers can demonstrate that a degree in communications, business, or a related field is a genuine requirement, not a preference.
Which visa types are realistic for Client Experience Specialist candidates?
H-1B is the most common path for employer-sponsored work authorization in this role. F-1 students can work as Client Experience Specialists during OPT or STEM OPT if their degree field relates to the role. TN visa status is not available for this title since it doesn't appear on the USMCA profession list. EB-2 or EB-3 green card sponsorship is possible for candidates with established employment relationships.
How do I find Client Experience Specialist jobs where employers actually sponsor visas?
Migrate Mate lists Client Experience Specialist roles at employers with verified sponsorship history, so you can focus your applications on companies that have already demonstrated willingness to file. This avoids the common frustration of advancing through multiple interview rounds only to find out the employer doesn't support visa sponsorship.
What degree fields support an H-1B petition for this role?
Business administration, communications, marketing, psychology, and information systems are the most defensible degree fields for a Client Experience Specialist H-1B petition. The key is that your degree must relate specifically to the duties of the role, not just to business in general. Employers filing the LCA should document how the degree requirement connects to the job's core responsibilities.
Can an employer sponsor a Client Experience Specialist for a green card?
Yes. Employers can sponsor this role under EB-3 for skilled workers, which requires at least two years of experience and goes through the PERM labor certification process with DOL. EB-2 is also possible if the role requires an advanced degree. PERM timelines vary significantly by employer and backlog, and candidates from India and China face longer priority date waits due to per-country limits.
What is the prevailing wage requirement for sponsored Client Experience Specialist 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.