Client Services Consultant Jobs in USA with Visa Sponsorship
Client Services Consultants are sponsored on H-1B visa, L-1 visa, and TN visas when the role requires a bachelor's degree in business, communications, or a related field. Employers in financial services, SaaS, and consulting sponsor these roles regularly, though qualifying as a specialty occupation requires careful documentation of degree-specific requirements. For detailed occupation requirements, see the O*NET profile.
See All Client Services Consultant JobsOverview
Showing 5 of 741+ Client Services Consultant jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 741+ Client Services Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Services Consultant roles.
Get Access To All JobsAbout Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end-to-end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation-of-duties controls.
The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time-sensitive exceptions.
Key Responsibilities
Concierge Bill Service
- Perform bill intake, validation, processing, and quality control in accordance with established procedures
- Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
- Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
- Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
- Maintain accurate records and workflow updates to support audit readiness and control compliance
- Support client and vendor onboarding activities with appropriate review and validation
NCSS Money Movement
- Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
- Ensure all transactions comply with authentication and operational standards
- Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
- Communicate proactively with internal stakeholders and escalate issues as needed
Team Contribution
- Collaborate effectively with team members and support broader NCSS initiatives
- Demonstrate accountability, professionalism, and reliability
- Provide coverage and support across roles as needed
- Contribute to a culture of quality, ownership, and continuous improvement
Necessary Knowledge, Skill and Experience
- 2-5+ years of experience in financial and/or client servicing experience preferred.
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
- Strong attention to detail and ability to manage manual, multi-step processes
- Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
- Ability to work independently while maintaining control and compliance standards
- Strong communication skills, including ability to perform client verification callbacks
- Ability to prioritize workload and manage competing deadlines in a fast-paced environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Our Tempe Office
The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end-to-end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation-of-duties controls.
The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time-sensitive exceptions.
Key Responsibilities
Concierge Bill Service
- Perform bill intake, validation, processing, and quality control in accordance with established procedures
- Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
- Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
- Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
- Maintain accurate records and workflow updates to support audit readiness and control compliance
- Support client and vendor onboarding activities with appropriate review and validation
NCSS Money Movement
- Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
- Ensure all transactions comply with authentication and operational standards
- Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
- Communicate proactively with internal stakeholders and escalate issues as needed
Team Contribution
- Collaborate effectively with team members and support broader NCSS initiatives
- Demonstrate accountability, professionalism, and reliability
- Provide coverage and support across roles as needed
- Contribute to a culture of quality, ownership, and continuous improvement
Necessary Knowledge, Skill and Experience
- 2-5+ years of experience in financial and/or client servicing experience preferred.
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
- Strong attention to detail and ability to manage manual, multi-step processes
- Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
- Ability to work independently while maintaining control and compliance standards
- Strong communication skills, including ability to perform client verification callbacks
- Ability to prioritize workload and manage competing deadlines in a fast-paced environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Our Tempe Office
The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.
See all 741+ Client Services Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Services Consultant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Services Consultant
Position your role as a specialty occupation
Client services roles face extra scrutiny in H-1B petitions because USCIS questions whether a specific degree is truly required. Document that your employer mandates a degree in business, finance, or communications, not just any bachelor's degree.
Target employers with a sponsorship track record
Financial services firms, enterprise SaaS companies, and management consulting firms sponsor Client Services Consultants regularly. Prioritize employers who have filed LCAs for this exact job title, that history signals they understand the sponsorship process.
Understand how your industry affects approval odds
Client services roles in financial services and healthcare IT are approved at higher rates than generalist client support roles. Industry context shapes how USCIS assesses degree necessity, so framing your role within a specialized sector strengthens the petition.
Australians should explore the E-3 visa first
If you hold Australian citizenship, the E-3 visa is faster and simpler than the H-1B for this role. There's no lottery, no annual cap pressure, and applications can be filed at a U.S. consulate in Australia in as little as a few weeks.
Canadians and Mexicans may qualify under TN status
TN status covers management consultants, which some Client Services Consultant roles can qualify under depending on job duties. Confirm your specific duties align with the TN category definition before pursuing this route, a mismatch at the border creates serious delays.
Get your job description reviewed before accepting an offer
A vague job description listing 'bachelor's preferred' rather than 'required' can sink an H-1B petition for this role. Ask the employer to confirm the degree requirement is mandatory and field-specific before the petition is filed.
Frequently Asked Questions
Can Client Services Consultant roles qualify for H-1B sponsorship?
Yes, but approval depends on how the role is documented. USCIS requires that a specific bachelor's degree, in business, communications, finance, or a related field, is a genuine requirement for the position, not just preferred. Roles framed as general client support without a field-specific degree requirement are frequently denied. Employers in financial services, SaaS, and consulting have the strongest track record of successful petitions for this title.
What visa options exist for Client Services Consultants beyond the H-1B?
Australian citizens can apply for the E-3 visa, which has no lottery and no annual cap, making it far more predictable than the H-1B visa. Canadian and Mexican nationals may qualify for TN status if their duties align with the management consultant category. The L-1B is available for intracompany transfers with specialized knowledge. Each path has different eligibility requirements, so the best option depends on your nationality and employer situation.
What degree do I need for an employer to sponsor me in this role?
Most successful H-1B petitions for Client Services Consultant positions cite a bachelor's degree in business administration, communications, marketing, finance, or a related field. The key is that the degree must be specific to the role, USCIS rejects petitions where any bachelor's degree is accepted regardless of field. Australian three-year bachelor's degrees are generally accepted as equivalent to U.S. four-year degrees for E-3 visa and H-1B purposes.
How do I find Client Services Consultant jobs that offer visa sponsorship?
Migrate Mate is the best place to find Client Services Consultant roles filtered specifically for visa sponsorship. Most general job boards mix in roles where the employer has no intent or capacity to sponsor, which wastes time during a critical visa window. Migrate Mate surfaces employers who have actually sponsored visas, so you can focus your applications where approval is realistic.
Does work experience substitute for a degree when applying for sponsorship in this role?
For H-1B petitions, three years of specialized work experience can substitute for one year of formal education under USCIS rules. If you hold a two-year degree in a relevant field, six years of client services experience in a specialized industry could bridge the gap. However, this approach requires careful documentation and is harder to sustain in USCIS review than a directly matching four-year degree. An immigration attorney should assess your specific profile before the employer files.
What is the prevailing wage requirement for sponsored Client Services Consultant 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.