Customer Service Administrator Jobs in USA with Visa Sponsorship
Customer Service Administrator roles can qualify for H-1B visa or TN visa sponsorship when the position requires a bachelor's degree in a directly related field. Employers in healthcare, finance, and technology regularly file Labor Condition Applications for these roles, making sponsorship more common than candidates expect.
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Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.
This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.
Primary Responsibilities
- Enter client information into various systems
- Prepare and update financial plans and presentation material for client meetings
- Enter information into financial planning software and prepare draft financial plans
- Deepen existing client relationships through making sure client information and documentation is up to date
- Research and respond to client inquiries
- Finalize, submit, and track all client account and application paperwork
- Assist in generating performance reports
- Maintain information in CRM (Salesforce) system
- Fill out necessary forms for opening and maintaining accounts
- Identify and offer recommendations on how to optimize workflows
- Other responsibilities as assigned
Position Qualifications
- Demonstrated customer service orientation/experience, 2+ years preferred
- Extremely strong organizational skills
- Strong communication and interpersonal skills
- Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products, services, and Thrivent Financial
Competencies
- Planning/Organizing
- Analytical
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Emerald Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram
Compensation and Benefits
Here, you’ll enjoy:
- $50,000-70,000 annually dependent upon experience and licensure
- Medical, dental, and vision available.
- Employer paid life insurance, short-term disability, and long-term disability.
- 401(k) with company match.
- Personal time off.
- 7 Paid holidays.
As part of Emerald Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Summary
Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.
This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.
Primary Responsibilities
- Enter client information into various systems
- Prepare and update financial plans and presentation material for client meetings
- Enter information into financial planning software and prepare draft financial plans
- Deepen existing client relationships through making sure client information and documentation is up to date
- Research and respond to client inquiries
- Finalize, submit, and track all client account and application paperwork
- Assist in generating performance reports
- Maintain information in CRM (Salesforce) system
- Fill out necessary forms for opening and maintaining accounts
- Identify and offer recommendations on how to optimize workflows
- Other responsibilities as assigned
Position Qualifications
- Demonstrated customer service orientation/experience, 2+ years preferred
- Extremely strong organizational skills
- Strong communication and interpersonal skills
- Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products, services, and Thrivent Financial
Competencies
- Planning/Organizing
- Analytical
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Emerald Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram
Compensation and Benefits
Here, you’ll enjoy:
- $50,000-70,000 annually dependent upon experience and licensure
- Medical, dental, and vision available.
- Employer paid life insurance, short-term disability, and long-term disability.
- 401(k) with company match.
- Personal time off.
- 7 Paid holidays.
As part of Emerald Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Customer Service Administrator
Verify your degree field matches the role
H-1B sponsorship for Customer Service Administrator positions requires a specialty occupation tie. A degree in business administration, communications, or management typically supports the connection. A general liberal arts degree without a business focus often doesn't survive an RFE.
Use OFLC Wage Search before salary negotiations
Your employer's LCA must certify a wage at or above the prevailing level for your location and job title. Pull the OFLC Wage Search figures yourself before any offer conversation so you know the floor and can flag any underpayment risk early.
Target industries with active LCA filing histories
Healthcare networks, insurance carriers, and financial services firms file LCAs for Customer Service Administrator roles far more consistently than retail or hospitality employers. Focusing your search on these sectors cuts time wasted on companies with no sponsorship infrastructure.
Find verified sponsoring employers on Migrate Mate
Many Customer Service Administrator postings don't advertise sponsorship openly. Migrate Mate surfaces employers with verified LCA filing histories for this role, so you're applying to companies that have already demonstrated willingness to sponsor rather than hoping the subject comes up.
Ask about the LCA timeline before accepting an offer
DOL certifies most LCAs within seven business days, but your employer still needs internal sign-off to initiate filing. Confirm the HR team understands that the LCA must be certified before USCIS receives the I-129 petition, and get a projected start date in writing.
Prepare a role-specific specialty occupation memo
USCIS scrutinizes Customer Service Administrator petitions more heavily than clearly technical roles. Work with your employer to document that the position requires specialized knowledge, not just general customer interaction skills, using the O*NET task list for the occupation as a foundation.
Frequently Asked Questions
Does a Customer Service Administrator role qualify as a specialty occupation for H-1B purposes?
It can, but it's not automatic. USCIS requires the position to normally demand a bachelor's degree in a specific field, not just any degree. Roles tied to healthcare coordination, financial services operations, or technical product support have a stronger case than general customer-facing administrative positions. The employer's job description and internal degree requirements are the deciding factors.
Which visa types are realistic for Customer Service Administrator candidates seeking sponsorship?
H-1B is the most common path if the role qualifies as a specialty occupation. Canadian and Mexican nationals may qualify for TN visa status under the USMCA if the position maps to a listed profession such as Management Consultant, though this is a narrow fit. F-1 students in business or communications programs can work in these roles during OPT or STEM OPT before transitioning to employer-sponsored status.
How do I find employers who actively sponsor Customer Service Administrator roles?
Migrate Mate lists employers with verified LCA filing histories for Customer Service Administrator positions, so you can identify companies that have already gone through the sponsorship process for this role type rather than cold-applying and discovering sponsorship barriers mid-process.
Will a three-year bachelor's degree from outside the U.S. satisfy USCIS degree requirements for this role?
Possibly, but you'll need a credential evaluation from a NACES-member organization confirming the degree is equivalent to a U.S. bachelor's. USCIS also accepts three years of progressively responsible work experience for every one year of missing education under its three-for-one equivalency rule, which can bridge gaps if your degree is in a less directly related field.
What happens to my visa status if I'm laid off while sponsored as a Customer Service Administrator?
H-1B holders get a 60-day grace period after losing employment to find a new sponsoring employer, change to another valid status, or depart the U.S. Your new employer must file a fresh I-129 petition before your grace period expires. TN and E-3 visa holders don't have a statutory grace period under federal regulation, though CBP typically extends practical courtesy in documented layoff situations.
What is the prevailing wage requirement for sponsored Customer Service Administrator 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.