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Client Reporting Associate Jobs in California (NOW HIRING)

The TCW Group

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 ... and reports, overseeing operational activities related to client accounts, and supporting the ...

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa ... Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)

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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 Sep 6, 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 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.

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.

Client Services Associate

The TCW Group

Los Angeles, CA • On-site

$80K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description


Client Services Associate
Job Location(s)
US-NY-New York | US-CA-Los Angeles
Job ID
2026-2237
Category
Client & Product Services
Department
Client Services
Type
Regular Full-Time
Position Summary

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties
    Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k - $100k. This represents base salary range only.

Other Compensation & Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off. These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.

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