Program unconfirmedClient Associate
- Sponsorship status
- Unclear
LocationMA|Program unconfirmed|Salary not published
Last verified Sep 19, 2026
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Job Description
A Client Associate services clients and provides operational and administrative support to Financial Advisors. • Educate clients on account services and capabilities • Input data in to financial planning tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate documentation is collated for new accounts and service requests. It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Recent H-1B activity
FY2026: 2 initial approvals
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