Client Relationship Associate Jobs in USA with Visa Sponsorship
Client Relationship Associate roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in a directly related field such as business, finance, or communications. Employers in banking, wealth management, and financial services have an active history of filing Labor Condition Applications for this title.
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66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
66 South Pearl Street, Albany New York
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
- Own follow up after client meetings on takeaways and next steps.
- Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
- Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
- Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents).
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
- Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
- Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
- Works with team to plan and manage client events, attending as needed.
- Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
- General knowledge of financial services and wealth management.
- Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
- Ability to exercise discretion due to accessing and handling highly sensitive information.
- Ability to learn and use proprietary software, databases, and systems.
- Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/23/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
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Get Access To All JobsTips for Finding Visa Sponsorship as a Client Relationship Associate
Frame your degree as directly related
Consular officers and USCIS adjudicators look for a direct link between your degree field and the role. A business, finance, marketing, or communications degree maps cleanly to client relationship work. A general arts degree needs a stronger explanation in your employer's LCA documentation.
Target financial services and wealth management firms
Banks, registered investment advisors, and insurance firms sponsor Client Relationship Associates at much higher rates than retail or hospitality employers. These industries routinely file LCAs for this title and have established internal processes for H-1B petitions.
Search verified sponsor history on Migrate Mate
Filter Client Relationship Associate roles by employers with confirmed LCA filing history on Migrate Mate. This tells you which companies have already committed to the H-1B process for this exact title, not just which ones say they're open to sponsorship.
Confirm the role requires a specific degree
H-1B specialty occupation status depends on the job requiring a degree in a specific field, not just any bachelor's degree. Ask hiring managers whether the job description specifies a degree discipline. If the posting says 'any field,' your employer may face an RFE from USCIS during adjudication.
Verify prevailing wage tier before accepting an offer
Your employer must pay at least the DOL prevailing wage for your role, location, and experience level. Use the OFLC Wage Search to look up the wage level for your metro area before negotiations. Accepting below that threshold can delay or block LCA certification.
Account for the H-1B cap timeline in your start date
H-1B is subject to an annual cap and selection process, with employment starting no earlier than October 1 of that year. If you're not already in H-1B status, build that gap into your offer negotiation so your employer can bridge authorization with OPT or STEM OPT if applicable.
Frequently Asked Questions
Does a Client Relationship Associate role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer defines the position. USCIS requires that the role normally require a bachelor's degree in a specific field, not just any degree. Client Relationship Associate roles at banks, asset managers, and financial services firms typically qualify when the employer ties the position to a finance, business, or economics degree. Generalist roles at non-financial employers are harder to defend under specialty occupation standards.
Which visa types are available for international Client Relationship Associates?
H-1B is the most common path for this role. Australian citizens can use the E-3 visa, which has no lottery and renews every two years. Canadian and Mexican nationals may qualify under TN visa if the employer can position the role under a USMCA-listed profession such as management consultant or financial analyst. F-1 graduates can bridge on OPT or STEM OPT while pursuing sponsorship.
How do I find Client Relationship Associate jobs where employers will actually sponsor?
Migrate Mate lists Client Relationship Associate roles from employers with verified LCA filing history, so you're only seeing companies that have already sponsored this title before. That's a more reliable signal than a job posting that says 'open to sponsorship' without any track record.
Does my degree field matter for a Client Relationship Associate H-1B petition?
Yes, and it matters more than most candidates expect. USCIS scrutinizes whether your specific degree field relates to the role, not just whether you hold a degree. Finance, business administration, economics, and communications all map well. If your degree is in an unrelated field, your employer's attorney will need to construct a theoretical and practical argument for specialty occupation, which increases RFE risk.
Can an employer sponsor a Client Relationship Associate for a green card?
Yes. Employers can sponsor this role under EB-2 if the position requires an advanced degree, or under EB-3 for skilled workers requiring at least two years of experience. Most cases go through PERM labor certification first, which requires the employer to test the U.S. labor market. Processing timelines vary significantly by country of birth due to per-country visa backlogs.
What is the prevailing wage requirement for sponsored Client Relationship 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.