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Client Reporting Associate Jobs in California (NOW HIRING)

Standish Management

Associate

Los Angeles, CA · On-site

$69K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Synchrony Financial

$22 - $29.75/hr

Primarily, this role leads and manages three distinctive sales support teams that include Client ... Once this new hire time in position requirement is met, the associate will have a minimum 6 months ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Prepare financial plans, client reports, and other materials for client meetings * Active Series 7 ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Prepare financial plans, client reports, and other materials for client meetings * Active Series 7 ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Prepare financial plans, client reports, and other materials for client meetings * Active Series 7 ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in California

Client Reporting Associate information

See California salary details

$10.9K

$67.6K

$138.2K

How much do client reporting associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client reporting associate in California is $67,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $86,400.00 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 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 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 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.

What are popular job titles related to Client Reporting Associate jobs in California? For Client Reporting Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in California look for? The top searched job categories for Client Reporting Associate jobs in California are:
What cities in California are hiring for Client Reporting Associate jobs? Cities in California with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in California as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $67,552 per year, or $32.5 per hour.

Associate

Standish Management

Los Angeles, CA • On-site

$69K/yr

Full-time

Re-posted 14 days ago

Job description

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.
Position Overview:
Standish Management is looking for associates to join our fund administration team. With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client reporting software to compiling quarterly reports for limited partners and from investor correspondence to addressing the accounts payables and receivables for the clients.
Responsibilities:
  • Data entry of financial and client information into recordkeeping system
  • Serve as an essential part of the fund administration team
  • Responsible for maintaining and updating various filing system
  • Assisting with the preparation of information and data for capital calls, distributions, and allocations to investors
  • Corresponding with investors' requests regarding the fund information
  • Responsible for the clients' management companies accounts payables and receivables
  • Monthly reconciliation of bank accounts and quarterly reporting to the Limited Partners

Qualifications and Experience:
  • Bachelor's Degree in Accounting or Finance related field
  • Strong academic performance (minimum 3.0 GPA)
  • Proficiency in Microsoft Office applications, particularly Excel
  • Familiarity with QuickBooks (not required, is a plus)
  • Knowledge of various investment accounting concepts
  • Attention to detail
  • Ability to multitask
  • Ability to work in a team and individually
  • Ability to effectively communicate to team members
  • Strong organizational skills and work ethic

Compensation starting at $69,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.
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