Client Solutions Analyst

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Visa Franchise

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

👥 B2C

🏪 Marketplace

B2C • Marketplace

Visa Franchise is a consultancy that helps international investors and top talent secure U. S. residency through franchise investment and talent-based visa programs. It offers end-to-end services including vetted franchise matching, franchise due diligence, U. S. business setup (LLC, bank accounts), investment structuring to meet visa requirements, and coordination with independent immigration attorneys for visa petitions (E-2, EB-5) and talent visas (O-1). The company also provides educational resources, webinars, and ongoing client support but is not a law firm; legal services are provided by independent counsel.

📋 Description

• Work closely with the Client Services Manager and lead attorney on all active cases, ensuring alignment on priorities, deadlines, and client communications • Serve as the primary point of contact for high-net-worth investors throughout the U.S. investment visa process (E-2, EB-5, L-1) • Onboard new clients and guide them through each stage of the visa process, ensuring clarity, confidence, and timely progress • Support the lead attorney by coordinating documentation, preparing case materials, and tracking deadlines and requirements • Review and assess visa application materials for completeness and alignment with consulate or USCIS requirements • Respond promptly to client inquiries and concerns related to the visa process, escalating to the lead attorney when appropriate • Schedule and facilitate client calls, attorney consultations, and internal team check-ins • Proactively identify potential issues in client cases and resolve them in coordination with the Client Services Manager and lead attorney • Maintain accurate and up-to-date client records in the CRM and internal systems

🎯 Requirements

• 5+ years of experience in investment banking, wealth management, or financial services serving high-net-worth clients • Demonstrated ability to build and maintain relationships with sophisticated, high-net-worth investors in high-stakes environments • Solid understanding of investment structures and financial concepts relevant to U.S. investor visa requirements (E-2, EB-5, L-1) • Bilingual: fluent in English and Spanish (written and spoken) • Proficient in using AI tools to support daily work and optimize workflows • Bachelor’s degree or higher in Finance, Business, Economics, or a related field • Highly organized and detail-oriented, with the ability to manage multiple client cases simultaneously • Self-motivated and comfortable working independently in a fully remote environment • Proficient in the Office 365 suite of products and ability to learn to use new CRM platforms we use in our processes • Ability to follow and improve upon set processes • Ability to work Monday to Friday within the Eastern Standard Time (EST) ~9hr-17:30hr

🏖️ Benefits

• Very competitive salary package in US dollars • Quarterly bonus (based on targets’ achievements) • Annual profit-sharing • 15 days of Paid Time Off (PTO) per year • Holidays between Christmas and New Year • Health Benefits: health insurance and gym pass • English lessons • Work From Home (WFH) allowance setup ($500) to start then up to $500 a year to be used towards WFH equipment and services • Additional offerings: a dynamic work environment, a high level of autonomy, the ability to continue developing your career and skills, and clear expectations for success