Client Service Manager Jobs in USA with Visa Sponsorship
Client Service Managers handle customer relationships, resolve complex issues, and ensure client satisfaction across industries like finance, healthcare, and technology. Most positions qualify as specialty occupations for H-1B visa sponsorship when they require a bachelor's degree in business, communications, or a related field. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsLocation: Austin, TX ; Phoenix, AZ ; Westlake, TX
Requisition ID 2026-129960
Category Customer Service / Client Service
Position type Regular
Pay range USD $26.44 - $32.21 / Hour
Application deadline 2026-11-16
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third-Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you.
The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management.
Key functions of the CSM include but are not limited to:
- Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts.
- Responsible for presenting a professional image of Schwab in all communications.
- Introduce new products and services as well as recommend service enhancements.
- Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth.
- Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
- Meet or exceed established service level standards.
- Manage multiple tasks effectively by balancing high productivity with excellent service quality.
- Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items.
- Escalate client issues to appropriate internal resources.
- Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives.
What you have
Required Qualifications
- 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services.
Preferred Qualifications
- Understanding of rules governing qualified retirement plans.
- Working knowledge of ERISA and regulatory environment governing retirement accounts.
- Excellent client service and problem resolution skills.
- Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.
- Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business.
- Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Ability to plan and lead client meetings in a professional, consultative, and effective manner.
- Capable of working well with diverse groups and individuals and willingness to assist where needed.
- Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box” solutions.
- Ability to use several different applications at one time, including Windows, internet research, database systems, and email.
- Proficiency with MS Office technology (Word, Excel, PowerPoint).
- Experience with SalesForce and trust accounting systems, such as SEI is a plus.
- Bachelor’s degree in finance, economics, business administration, or related area.
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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: Austin, TX ; Phoenix, AZ ; Westlake, TX
Requisition ID 2026-129960
Category Customer Service / Client Service
Position type Regular
Pay range USD $26.44 - $32.21 / Hour
Application deadline 2026-11-16
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third-Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you.
The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management.
Key functions of the CSM include but are not limited to:
- Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts.
- Responsible for presenting a professional image of Schwab in all communications.
- Introduce new products and services as well as recommend service enhancements.
- Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth.
- Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
- Meet or exceed established service level standards.
- Manage multiple tasks effectively by balancing high productivity with excellent service quality.
- Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items.
- Escalate client issues to appropriate internal resources.
- Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives.
What you have
Required Qualifications
- 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services.
Preferred Qualifications
- Understanding of rules governing qualified retirement plans.
- Working knowledge of ERISA and regulatory environment governing retirement accounts.
- Excellent client service and problem resolution skills.
- Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.
- Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business.
- Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Ability to plan and lead client meetings in a professional, consultative, and effective manner.
- Capable of working well with diverse groups and individuals and willingness to assist where needed.
- Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box” solutions.
- Ability to use several different applications at one time, including Windows, internet research, database systems, and email.
- Proficiency with MS Office technology (Word, Excel, PowerPoint).
- Experience with SalesForce and trust accounting systems, such as SEI is a plus.
- Bachelor’s degree in finance, economics, business administration, or related area.
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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 8,478+ Client Service Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Service Manager roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Service Manager
Target companies with established client bases
Focus on mid-to-large companies managing enterprise clients or complex service agreements. These employers understand the value of experienced client managers and often sponsor visas for retention roles.
Emphasize relationship management expertise
Highlight your ability to manage key accounts, resolve escalations, and maintain client satisfaction metrics. Document specific examples of client retention rates or relationship improvements you've achieved.
Show technical systems knowledge
Many client service roles require CRM expertise, data analysis, or industry-specific software. Demonstrating proficiency with Salesforce, HubSpot, or specialized platforms strengthens your specialty occupation case.
Research the company's client portfolio
Understanding an employer's key clients and service challenges shows genuine interest and helps you articulate why your specific background makes you valuable for their visa investment.
Consider adjacent titles that sponsor
Account Manager, Customer Success Manager, and Client Relationship Manager roles often have similar responsibilities but may have different sponsorship rates. Expand your search across these variations.
Prepare for degree-to-role questions
Be ready to explain how your educational background connects to client management responsibilities, especially if your degree isn't in business. Emphasize transferable analytical and communication skills.
Frequently Asked Questions
Do Client Service Manager roles qualify for H-1B visas?
Yes, when the position requires a bachelor's degree in a specific field like business administration, communications, or marketing. The role must involve specialized knowledge of client relationship strategies, industry regulations, or complex service delivery processes that justify degree-level expertise.
What degree fields work best for Client Service Manager sponsorship?
Business administration, communications, marketing, and psychology degrees align well with client service responsibilities. Some specialized roles may accept degrees in the industry they serve (healthcare administration for medical clients, finance for financial services). The key is showing how your education applies to complex client management challenges.
Which industries sponsor Client Service Managers most often?
Technology companies, financial services firms, healthcare organizations, and consulting companies frequently sponsor these roles. B2B companies with enterprise clients or complex service agreements tend to value experienced client managers and are more willing to invest in visa sponsorship for qualified candidates.
How to find Client Service Manager jobs with visa sponsorship?
To find Client Service Manager jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international professionals with sponsoring employers. Focus your search on consulting firms, financial services companies, and multinational corporations that frequently hire Client Service Managers and sponsor H-1B visa, L-1 visa, or other work visas. These employers typically value client relationship expertise and are willing to sponsor qualified candidates.
How competitive are H-1B approvals for Client Service Manager positions?
Approval rates depend on how well the role demonstrates specialty occupation requirements. Positions involving strategic account management, complex problem-solving, or industry-specific expertise typically have stronger approval chances than basic customer service roles. Document the analytical and specialized aspects of your responsibilities clearly.
Can Client Service Manager experience lead to other sponsored roles?
Yes, client service experience often transfers to Account Manager, Customer Success Manager, Business Development, or Sales roles that commonly receive sponsorship. Your client relationship skills and industry knowledge become valuable for companies seeking to expand their customer base or improve retention rates.
What is the prevailing wage requirement for sponsored Client Service Manager 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.