Client Solutions Analyst

Join our dynamic and innovative startup as a Client Solutions Analyst and contribute to revolutionizing the data-focused entrepreneurship and investment community. The Client Solutions Analyst will work closely with the Client Services Manager and lead attorney to guide high-net-worth investors through the U.S. investment visa process, primarily E-2, with exposure to other investor and business visa categories such as EB-5 and L-1. The role centers on delivering white-glove client service, supporting the lead attorney on case

requirements, and ensuring a seamless visa process from onboarding through final approval. The ideal candidate brings a background in investment banking or wealth management serving high-net-worth individuals, with immigration experience considered a strong plus.

We are a remote-first experience done right. Join our rapidly growing team of over 20+ fully remote staff who are mostly located in Buenos Aires, Argentina. At the same time receive exceptional opportunities for career growth working on products and features with a direct impact on the success of our companies.

Required

Qualifications

• 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

Preferred

Qualifications

• Direct experience in U.S. immigration processes, particularly E-2 investor visas, EB-5, or L-1 business visas
• Background in visa consultancy, immigration law firm, or government agency
• Experience working with clients from Latin America, Canada, or the Middle East
• Familiarity with CRM tools and document management platforms
• Portuguese language skills are a plus

Responsibilities

• 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

Location: Remote, ideally Argentina, open to other countries in LATAM

Compensation, Perks and

Benefits

• Very competitive salary package in US dollars
• Quarterly bonus (based on targets’ achievements) and 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

Organization Description

Our organization is comprised of two companies under one umbrella. Our team is 100% remote based, with our headquarters in the U.S. and the majority of our team located in Buenos Aires, Argentina.

Our vision is to foster the largest community of data-focused entrepreneurs and investors in the world.

• Vetted Biz converts analytical data and complex business material into clear, easy-to-understand information to power the business buying process for new and experienced entrepreneurs alike.
• Visa Franchise secures opportunities for investors, entrepreneurs and STEM professionals looking to obtain U.S. legal residency. We have an impressive final visa approval rate of 99% and have laid the groundwork for over 1,200 families to achieve the American Dream. Our clients can obtain temporary status in as little as 30 days (E-2/O-1 visas) and permanent green cards within a period of 1-3 years (EB-1A/EB-2 NIW).

We have been a founder-led and self-funded organization since our initial founding in 2015, with a long-term vision to be the largest community of data-focused entrepreneurs and investors in the world.

Apply directly on RemoteJobs.org: https://remotejobs.org/remote-jobs/client-solutions-analyst-visa-franchise