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.