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Client Reporting Associate Jobs in Delaware (NOW HIRING)

Pearson

Advanced Associate, Customer Service

Dover, DE · On-site

$11.50 - $16/hr

Client Services Reports To: Team Manager, Client Services About the Role We are looking for an Advanced Associate to help keep client testing programs running smoothly. This role partners with ...

WSFS Bank

Client Operations Support Analyst I

Newark, DE · On-site

$42K - $69K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Monitor operational queues, service requests, and production reports to ensure timely completion of ...

Wsfsbank

Client Operations Support Analyst I

Newark, DE · On-site

$42K - $69K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Monitor operational queues, service requests, and production reports to ensure timely completion of ...

KnitWell Group

P.T. Sales Associate

Rehoboth Beach, DE

$13.50 - $18.50/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Delaware

Client Reporting Associate information

See Delaware salary details

$11K

$68.5K

$140.1K

How much do client reporting associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client reporting associate in Delaware is $68,507.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $87,600.00 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 Delaware?

For Client Reporting Associate jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Delaware look for?

The top searched job categories for Client Reporting Associate jobs in Delaware are:

Client Reporting Associate jobs near you

NA Cash Equities - Client Service Commission Management - Assoc II

JPMorgan Chase & Co.

Newark, DE • On-site

Full-time

Medical, Retirement

Re-posted 12 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


The Commission Management team is responsible for looking after commission agreements that allows investment managers to separately pay the broker for trade execution and ask that the remaining commission be allocated to a client account, where the investment manager would accrue CSA credits and use them to pay eligible research/brokerage providers.
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and reconciliations, vendor documentation, legal documentation, tax governance to accommodating ad hoc tasks from the trading desk and the other operational teams with whom we partner. You will be expected to build a solid understanding of front to back trade flows and equity systems infrastructure. Developing strong working relationships with a wide range of both regional and global middle, back office, technology and finance teams will be essential to succeed in this role. You will preferably have an operations background, strong analytical skills, and needs to be able to work efficiently in a fast paced, high volume environment.
Job responsibilities
  • Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
  • Protect both the client and the institution from potential financial and reputational damage.
  • Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
  • Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
  • Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
  • Reconcile and manage trades, including coordination of payments to vendors on behalf of CSA clients.
  • Manage trade exceptions and partnering with other MO and FO teams globally to resolve issues.
  • Perform a variety of daily control functions and create ad hoc reports for MO and FO management.
  • Identify process weaknesses and work with technology teams to implement solutions.

Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in a client service role within a financial institution.
  • Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
  • Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
  • Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
  • Understanding of the JPM Equity business, infrastructure, trade flows, and control environment.
  • Experience in an operations role with strong analytical and problem-solving skills.
  • Self-motivated, self-starter with the ability to multitask and work under pressure, prioritizing duties according to risk and client profiles.
  • Excellent communication and interpersonal skills, ability to partner with teams across Operations, technology, finance, and the front office.
  • Experience in Microsoft Excel.

Preferred qualifications, capabilities, and skills
  • Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
  • Drive continuous improvement initiatives for high-quality client experiences.
  • Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
  • Analytical, problem-solving, critical thinking, and decision-m

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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