Client Specialist Jobs in USA with Visa Sponsorship
Client Specialist roles in customer success, account management, and client relations frequently qualify for H-1B visa, E-3 visa, and TN visa sponsorship. These positions typically require a bachelor's degree in business, communications, or related fields, with employers valuing relationship management skills and client-facing experience for visa applications. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
-
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
-
Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
-
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
-
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
-
Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
-
Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
High School diploma, or equivalent education and related training
-
Five years of related experience, preferably within financial services
-
Two years of experience in a CCS role, or similar
-
Demonstrated ability to identify, analyze and resolve issues independently
-
Advanced knowledge of related systems and processes
-
Good communication skills, both written and verbal, in relating to internal and external clients and contacts
-
Good organizational skills
-
Ability to complete all core courses outlined in the CCS training curriculum
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
-
Associate’s degree in related field
-
Possess working product knowledge of bank services and Financial Services Industry
-
Possess math aptitude with ability to grasp general accounting and financial concepts
-
Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
-
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
-
Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
-
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
-
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
-
Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
-
Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
High School diploma, or equivalent education and related training
-
Five years of related experience, preferably within financial services
-
Two years of experience in a CCS role, or similar
-
Demonstrated ability to identify, analyze and resolve issues independently
-
Advanced knowledge of related systems and processes
-
Good communication skills, both written and verbal, in relating to internal and external clients and contacts
-
Good organizational skills
-
Ability to complete all core courses outlined in the CCS training curriculum
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
-
Associate’s degree in related field
-
Possess working product knowledge of bank services and Financial Services Industry
-
Possess math aptitude with ability to grasp general accounting and financial concepts
-
Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
See all 442+ Client Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Specialist roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Specialist
Emphasize relationship management expertise
Highlight your experience managing client portfolios, retention strategies, and account growth. Quantify client satisfaction scores, renewal rates, or revenue impact to demonstrate specialized knowledge that justifies visa sponsorship.
Target companies with existing visa programs
SaaS companies, consulting firms, and enterprise software providers regularly sponsor Client Specialists. Research H-1B disclosure data to identify employers who've previously sponsored similar customer-facing roles.
Align your degree with business requirements
Business Administration, Communications, Marketing, or Psychology degrees typically support Client Specialist visa applications. If your degree differs, emphasize coursework in customer relations, business strategy, or organizational behavior.
Demonstrate client impact and metrics
Document measurable outcomes like client retention improvements, upsell success rates, or customer satisfaction gains. Concrete performance data strengthens the specialty occupation argument for visa approval.
Highlight technical platform expertise
Experience with CRM systems, customer success platforms, or industry-specific software adds technical complexity to your role. This specialization helps differentiate your position from general customer service work.
Focus on enterprise and B2B sectors
Enterprise clients require specialized knowledge of complex business needs and longer sales cycles. B2B client management involves strategic relationship building that supports visa sponsorship justification better than consumer-facing roles.
Frequently Asked Questions
Do Client Specialist roles qualify for H-1B visa sponsorship?
Yes, Client Specialist positions regularly qualify for H-1B visa sponsorship when they require a bachelor's degree and involve specialized client relationship management. The role must demonstrate complexity beyond basic customer service, such as strategic account planning, contract negotiations, or technical product expertise. Success rates are higher for B2B and enterprise-focused positions.
What degree requirements do employers expect for visa sponsorship?
Most employers require a bachelor's degree in Business Administration, Communications, Marketing, or related fields. Some accept Psychology or Liberal Arts degrees with relevant coursework. The job posting must specify that a bachelor's degree is required (not just preferred) to support the specialty occupation criteria for visa approval.
Which industries sponsor Client Specialists most frequently?
Technology companies, SaaS providers, consulting firms, and financial services lead in Client Specialist sponsorship. These industries value relationship management expertise and often have established visa programs. Enterprise software companies particularly favor sponsoring customer success and client management roles due to the technical knowledge required.
How do I strengthen my visa application for Client Specialist roles?
Document quantifiable client outcomes like retention rates, revenue growth, or satisfaction scores. Highlight experience with enterprise clients, complex implementations, or industry-specific challenges. Emphasize any technical skills with CRM platforms, analytics tools, or specialized software that adds complexity to your role beyond general relationship management.
Can entry-level Client Specialists get visa sponsorship?
Entry-level sponsorship is possible but more challenging. Focus on internships with client-facing responsibilities, relevant coursework in customer relationship management, and any specialized training in CRM systems or industry knowledge. Target larger companies with established visa programs, as they're more likely to sponsor junior professionals with growth potential.
How to find Client Specialist jobs with visa sponsorship?
To find Client Specialist jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus on tech companies, financial services firms, and consulting agencies that frequently hire Client Specialists on H-1B, L-1 visa, or O-1 visas. These employers often need multilingual professionals to manage diverse client portfolios and are experienced with the sponsorship process.
What is the prevailing wage requirement for sponsored Client 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.