Client Relationship Specialist Jobs in USA with Visa Sponsorship
Client Relationship Specialist roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in a directly related field like business, marketing, or communications. Employers file a Labor Condition Application before sponsorship begins. No lottery exemption exists, but the annual cap includes a 20,000-slot advanced-degree pool.
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Get Access To All JobsLocation: Walnut Creek, CA
Requisition ID 2026-129966
Category Retail Branch
Position type Regular
Pay range USD $31.25 - $42.07 / Hour
Application deadline 2026-11-20
Your opportunity
At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth. In this role, you will ensure clients feel heard, supported, and confident in their relationship with Schwab. Development is central to this role, and Schwab provides the resources, coaching, and learning opportunities to help you build skills and expand your career—including support for required licensing aligned to your goals.
- Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
- Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
- Communicate effectively with clients and colleagues, adapting to different styles and needs.
- Use active listening to understand priorities and escalate issues when needed.
- Manage multiple tasks and priorities to meet deadlines and maintain quality.
- Partner with team members to drive client engagement and operational excellence.
- Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
Why you’re set up for success
-
Schwab Training & Development
Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success. After CRSU, your development continues in-branch through hands-on training and mentorship, with support from your manager, peers, and dedicated mentors.
-
Career Pathing
The CRS role provides a strong foundation for growth. Schwab’s “choose your own adventure” approach empowers you to explore paths aligned to your strengths.
-
Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- 1+ years of client-facing or customer service experience
The skills you bring:
-
Attention to Detail:
Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines. Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution. Ensure high-quality, error-free work and identify discrepancies or issues early.
-
Active Listening:
Listen carefully to understand client needs and respond with clarity and accurate communication. Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment.
-
Building Collaborative Relationships:
Partner effectively with internal teams to deliver seamless client experiences. Build trust through professionalism, responsiveness, and reliability.
-
Adaptability:
Adjust to changing priorities, client needs, and processes in a fast-paced environment. Remain flexible and solution-oriented when navigating new or complex situations.
-
Coachability:
Demonstrate openness to feedback and it to improve performance. Show a willingness to learn, grow, and adopt new approaches or skills.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Walnut Creek, CA
Requisition ID 2026-129966
Category Retail Branch
Position type Regular
Pay range USD $31.25 - $42.07 / Hour
Application deadline 2026-11-20
Your opportunity
At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth. In this role, you will ensure clients feel heard, supported, and confident in their relationship with Schwab. Development is central to this role, and Schwab provides the resources, coaching, and learning opportunities to help you build skills and expand your career—including support for required licensing aligned to your goals.
- Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
- Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
- Communicate effectively with clients and colleagues, adapting to different styles and needs.
- Use active listening to understand priorities and escalate issues when needed.
- Manage multiple tasks and priorities to meet deadlines and maintain quality.
- Partner with team members to drive client engagement and operational excellence.
- Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
Why you’re set up for success
-
Schwab Training & Development
Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success. After CRSU, your development continues in-branch through hands-on training and mentorship, with support from your manager, peers, and dedicated mentors.
-
Career Pathing
The CRS role provides a strong foundation for growth. Schwab’s “choose your own adventure” approach empowers you to explore paths aligned to your strengths.
-
Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- 1+ years of client-facing or customer service experience
The skills you bring:
-
Attention to Detail:
Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines. Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution. Ensure high-quality, error-free work and identify discrepancies or issues early.
-
Active Listening:
Listen carefully to understand client needs and respond with clarity and accurate communication. Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment.
-
Building Collaborative Relationships:
Partner effectively with internal teams to deliver seamless client experiences. Build trust through professionalism, responsiveness, and reliability.
-
Adaptability:
Adjust to changing priorities, client needs, and processes in a fast-paced environment. Remain flexible and solution-oriented when navigating new or complex situations.
-
Coachability:
Demonstrate openness to feedback and it to improve performance. Show a willingness to learn, grow, and adopt new approaches or skills.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 39+ Client Relationship Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Relationship Specialist roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Relationship Specialist
Frame your degree as directly related
Client relationship roles can attract RFEs if your degree is in a broad field like 'business administration.' Document how your coursework in marketing, communications, or finance maps directly to client management duties before your employer files.
Target employers with LCA filing history
Use Migrate Mate to find employers with verified LCA sponsorship history for client-facing roles. Companies that have filed before understand the process and won't hesitate when your offer requires an H-1B petition.
Check prevailing wage before salary negotiations
Your employer's LCA must certify your wage meets the DOL prevailing wage for your location. Look up the applicable wage level using OFLC Wage Search before you negotiate, so your offer isn't restructured after filing begins.
Clarify specialty occupation standing early
USCIS scrutinizes client relationship titles because some employers list 'bachelor's preferred' rather than required. Ask hiring managers to confirm the role requires a specific degree before you invest time in the interview process.
Use O*NET to anchor your job description
O*NET's occupation profile for customer service and relationship management roles lists the knowledge domains and typical degree fields. Share this with your employer's HR team so the job description aligns with what USCIS expects for a specialty occupation petition.
Plan your timeline around LCA certification
DOL certifies an LCA within seven working days, but your employer needs it before filing Form I-129 with USCIS. Build at least three weeks into your start-date negotiation to give the full filing process room to complete without rushing.
Frequently Asked Questions
Does a Client Relationship Specialist role qualify as a specialty occupation for H-1B purposes?
It depends on how the role is defined. USCIS requires that the position normally requires a bachelor's degree in a specific, directly related field. If the job description accepts any degree or lists one as preferred rather than required, the petition faces higher denial risk. Roles tied to industries like financial services, technology, or healthcare, where a specific degree is standard for client-facing positions, tend to fare better.
Which visas can sponsor a Client Relationship Specialist working in the U.S.?
The H-1B is the most common path if the role qualifies as a specialty occupation. Australians can apply for the E-3 visa, which carries a separate cap and no lottery. Chilean and Singaporean nationals may use the H-1B1 visa. TN visa status is not available for client relationship roles because that occupation does not appear on the USMCA profession list. For long-term options, an employer can sponsor you through the EB-2 or EB-3 green card category via PERM labor certification.
What degree does an employer typically require to sponsor a Client Relationship Specialist?
Most sponsoring employers require a bachelor's degree in business administration, marketing, communications, finance, or a closely related field. The key is that the degree must be specific to the role, not interchangeable. A general arts degree is less likely to support an H-1B petition unless supplemented by substantial specialized coursework or experience that maps directly to the client relationship function.
How do I find employers who actively sponsor Client Relationship Specialist roles?
Migrate Mate lists employers with verified sponsorship history for client-facing and relationship management roles, so you can focus your applications on companies that have already committed to the process. This saves time compared to applying broadly and discovering sponsorship reluctance after multiple interview rounds.
Can I transfer my H-1B to a new employer if I change Client Relationship Specialist jobs?
Yes. Once you're in H-1B status, you can start with a new employer as soon as the new employer files your H-1B transfer petition with USCIS. You don't need to wait for approval before beginning work. The new employer must file a fresh LCA certified by DOL and confirm that the role continues to meet specialty occupation requirements, which means the job description and degree alignment matter just as much at transfer time as at initial filing.
What is the prevailing wage requirement for sponsored Client Relationship 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.