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Client Reporting Associate Jobs in Delaware (NOW HIRING)

JP Morgan Chase

Client Service Manager II

Newark, DE · On-site

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our ... Monitor and manage daily control reports to identify and resolve exchange and client-side breaks ...

Fidelity International

... Level Associate Director We're proud to have been helping our clients build better financial ... The team partners closely with portfolio management, risk, product, client reporting and technology ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE

$24.87 - $41.45/hr

Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...

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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 May 31, 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 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 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 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

Client Service Associate

RiversEdge Advisors LLC

Wilmington, DE • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Location: Wilmington, DE (in-office T,W,TH)
Type: Full-Time
At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we're passionate about helping clients reach their goals through thoughtful, strategic planning.
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports our Financial Planning Team and is ideal for an experienced, detail-oriented professional who thrives in a fast-paced environment and takes pride in delivering high-touch, personalized service.
What You'll Do
In this role, you'll play a key part in delivering the exceptional client experience RiversEdge is known for. You'll support our advisors and clients across our Financial Planning Team, managing details with precision, communicating proactively, and ensuring every interaction reflects our commitment to excellence.
Client Relationship Management
  • Serve as the primary point of contact for assigned Financial Planning & Wealth Advisory clients.
  • Deliver a seamless, proactive, and professional experience across all stages of the client relationship.
  • Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and account types.
  • Communicate with clients via phone, email, and in-person meetings to address requests, troubleshoot issues, and provide updates.
  • Ensure timely completion of all meeting follow-up items.
  • Maintain accurate and compliant client records within our CRM and custodial systems.

Operational & Administrative Support
  • Prepare and process account paperwork for openings, transfers, and maintenance with precision.
  • Coordinate with custodians to ensure timely execution of client requests.
  • Support the implementation of investment solutions under Advisor guidance.
  • Partner with Advisors to improve workflows and elevate client service standards.

Financial Planning & Wealth Advisory Support
  • Gather and organize client financial data for planning and reporting.
  • Support the coordination of annual plan reviews and wealth advisory meetings.
  • Track and manage client requests to ensure timely resolution and an exceptional client experience.

What We're Looking For
We're looking for team members who are driven, detail-oriented, and client-focused. If you thrive in a collaborative environment, love solving problems, and take pride in delivering exceptional service, you'll fit right in at RiversEdge.
  • Bachelor's degree in finance, business, or a related field.
  • Ideally, an experienced candidate with a minimum of 2-5 years experience.
  • Strong written and verbal communication skills with a client-first mindset.
  • Exceptional attention to detail, organization, and time management.
  • Comfortable working both independently and collaboratively in a team environment.
  • Familiarity with financial planning, wealth advisory, and CRM tools (e.g., eMoney, Nitrogen, Orion, Schwab, Salesforce) is a plus.
  • A self-starter with strong problem-solving skills and a passion for learning and growth.

What We Offer
At RiversEdge, we believe that taking care of our team is just as important as taking care of our clients. We're proud to offer a work environment and benefits package that supports your career growth, well-being, and quality of life - all while keeping things lively and collaborative.
  • A lively, supportive, and collaborative work environment in the heart of downtown Wilmington
  • Multiple healthcare plan options to fit your needs
  • Dental and vision coverage for you and your family
  • 401(k) Retirement Plan with employer contribution, helping you invest in your future
  • Firm-paid parking for convenient downtown access
  • Paid time off to recharge and relax
  • Paid holidays and bereavement leave to honor life's moments that matter most
  • Paternity leave to support growing families
  • Work-from-home (WFH) days for added flexibility and balance
  • Office perks including snacks, coffee, and our crowd favorite - Free Lunch Wednesdays

At RiversEdge, we know that great work starts with great people and we strive to make this a place where you'll love coming to work every day.

Apply