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Client Reporting Associate Jobs in Connecticut (NOW HIRING)

Benjamin F Edwards & Co

Financial Client Associate

Hamden, CT · On-site

$25.43 - $31.78/hr

Financial Client Associate Summary The Financial Client Associate is a critical teammate in ... Create, prepare and review daily client reports and presentations for client meetings and/or for ...

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Rockefeller Financial

Client Associate

Stamford, CT · On-site

$45K - $110K/yr

The Client Associate will work, in office, with team members and will interact directly with high ... Coordinate with other team members to proof reports and deliver them, with execution instructions ...

UBS

Client Associate

Westport, CT · On-site

... reports and other materials for client meetings • Collect the right documentation for opening new accounts and service requests • Plan team marketing events and maintain marketing materials • ...

UBS

Client Associate

Hartford, CT · On-site

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Connecticut

Client Reporting Associate information

See Connecticut salary details

$10.5K

$65.1K

$133.2K

How much do client reporting associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client reporting associate in Connecticut is $65,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $83,200.00 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 Connecticut? For Client Reporting Associate jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Connecticut look for? The top searched job categories for Client Reporting Associate jobs in Connecticut are:
What cities in Connecticut are hiring for Client Reporting Associate jobs? Cities in Connecticut with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Connecticut as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $65,114 per year, or $31.3 per hour.

RFP & Client Reporting Specialist - Canvas Custom Indexing

Franklintempleton

Stamford, CT • Hybrid

$80K - $90K/yr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to longstanding relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.


For more firm information, please visit www.osam.com

What is the Request for Proposal (RFP) and Client Reporting Specialist?

As a Request for Proposal (RFP) and Client Reporting Specialist, you will work with the OSAM sales team and subject matter experts to communicate information accurately and effectively regarding our firm and strategies to clients, consultants and prospects. Maintaining long-lasting client relationships is very dependent on excellent client service. Ensuring that we provide information that is important to our clients in a timely manner is key to meeting our goal. You will oversee critical aspects of this process.

If you want an environment where you will learn fast and contribute towards the goal of the organization, then O'Shaughnessy Asset Management, LLC is the place for you.

What is the Request for Proposal (RFP) and Client Reporting Specialist responsible for?

  • The accurate and timely fulfillment of monthly and quarterly client reporting. This includes the completion and submission of specific standard reports and questionnaires.

  • Lead the process for completing all new business Requests for Proposals (RFPs) and Requests for Information (RFIs).

  • Author and clearly articulate information about our firm and strategies. Your resources will be our Portfolio Managers, Traders and Relationship teams.

  • Serve as a firm representative with clients and consultants and facilitate ad-hoc requests for information. Your proactive ideas regarding ways to help clients, prospects and consultants better understand the value of our strategies would also be welcome.

What ideal qualifications, skills & experience would help someone to be successful?

  • BA/BS degree required

  • 2 - 4 years of experience in the asset management industry or with proposal completion preferred

  • Self-motivated, proactive, analytical thinker and problem solver

  • Comfortable working in a fast-paced environment

  • Strong writing skills

  • Ability to convey information clearly and simply (written and verbal)

  • Detail oriented

  • Strong teamwork skills

  • Interest in the financial services industry

  • Knowledge of Microsoft Office programs such as Word, Excel, PowerPoint, and CRM

  • Excel: Forms, Formulas, Functions, Pivot Tables, Graphs

  • Good interpersonal skills

  • Ability to multitask

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $80,000 - $90,000.

#ASSOCIATE

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!


Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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