Client Services Consultant Jobs in USA with Visa Sponsorship
Client Services Consultants are sponsored on H-1B, L-1, 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.
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Get Access To All JobsJob Title: Client Service Consultant
Location: Charlotte, NC 28262
Hours: Monday – Friday Standard Shift
Pay Rate: $30 - $32/hr.
Duration: 9–18-month contract, perm conversion for those that do well in the role
Job Responsibilities:
- Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support.
- Duties include: working with existing clients and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development.
- Provide guidance to lower-level staff.
- Operational and service complaints are on a variety of subject matter….anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Case advisors have to perform research on each to determine if the issue has already been resolved and communicated to the client, and if not, work with the back office/front office and or the client to obtain information and resolve. Most resolutions are done in writing to the client, but there may be times where it makes sense to deliver it verbally. Also, clients may call in for an update on their case or for questions after receiving the resolution letter. Given this is a client facing role, need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client).
Requirements
- MUST HAVE active FINRA Series 7 License (or was active within last 18-month window so it can be re-activated quickly).
- 6+ months of retail brokerage experience (ideally).
- MUST have Microsoft Office experience – importing, exporting, and manipulating data
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Job Title: Client Service Consultant
Location: Charlotte, NC 28262
Hours: Monday – Friday Standard Shift
Pay Rate: $30 - $32/hr.
Duration: 9–18-month contract, perm conversion for those that do well in the role
Job Responsibilities:
- Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support.
- Duties include: working with existing clients and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development.
- Provide guidance to lower-level staff.
- Operational and service complaints are on a variety of subject matter….anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Case advisors have to perform research on each to determine if the issue has already been resolved and communicated to the client, and if not, work with the back office/front office and or the client to obtain information and resolve. Most resolutions are done in writing to the client, but there may be times where it makes sense to deliver it verbally. Also, clients may call in for an update on their case or for questions after receiving the resolution letter. Given this is a client facing role, need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client).
Requirements
- MUST HAVE active FINRA Series 7 License (or was active within last 18-month window so it can be re-activated quickly).
- 6+ months of retail brokerage experience (ideally).
- MUST have Microsoft Office experience – importing, exporting, and manipulating data
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
How to Get 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.
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.
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Get Access To All JobsFrequently 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. 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 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.
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