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Client Reporting Associate Jobs (NOW HIRING)

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · On-site

Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients ...

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · Hybrid

Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients ...

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...

BNY

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...

Point72

Fund Reporting Associate

New York, NY · On-site

$110K - $125K/yr

Build and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational risk * Prepare and review interim and year-end financial statements for ...

Wpromote

Associate Director, Reporting Solutions

$120K - $145K/yr

The Role As Associate Director, Reporting Solutions, you will lead the team responsible for ... You will partner closely with Data Engineering, Product, Analytics, Media, and client teams to ...

Point72

Fund Reporting Associate

New York, NY · On-site

$110K - $125K/yr

Build and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational risk * Prepare and review interim and year-end financial statements for ...

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Client Reporting Associate information

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$11K

$68.4K

$140K

How much do client reporting associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for client reporting associate in the United States is $68,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $87,500.00 per year, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

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Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $68,448 per year, or $32.9 per hour.

Client Reporting Associate

New York, NY

The Rockridge Group
See more jobs at The Rockridge Groupexternal

Contractor

Re-posted 29 days ago

Job description

Job title:   Client Reporting Associate
Duration:  6 Months Contract To Perm
Location:   Onsite, Can be in Chicago or NYC (hybrid basis)
 
 
Position Summary:
 
Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is part of Client X’s Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention of client reports.  
 
The Client Reporting Senior Associate will be responsible for the coordination of client deliverables and client ad-hoc requests.  The primary focus will be to ensure all client reporting deliverables and commitments are being met timely and delivered accurately.
 
We seek a candidate who problem solves, takes initiative and has the capability to interact at all levels within the company. The role requires a detailed individual who thrives in a deadline-driven environment and is team-orientated and collaborative to deliver on work projects.
 
Essential Job Functions:
 
  • Independently produce global standard and custom client reports.
  • Collaborate with Client Service teams on new and existing client reporting requirements and requests.
  • Maintain quality control, ensuring on-time delivery and report accuracy.
  • Coordinate information and data flow into and out of the report production process.
  • Utilize Excel skills to assist in solving complex problems, as well as review and enhance current Excel workflow and functions.
 
Preferred Qualifications:
 
  • Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting)
  • Strong problem-solving and analytical skills including a demonstrated ability to analyze and manage large sets of interconnected data and information.
  • Experience with large data sets and database relationships.
  • Attention to detail resulting in the production of consistent and quality work products.
  • Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level.
 
 
Basic Qualifications:
 
  • Bachelor’s degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred. 
  • Adept at operating in high-volume, deadline-driven environments and thrive in an entrepreneurial and rapidly evolving atmosphere.
  • Problem-solving skills and demonstrated ability to take initiative.