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.
