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Client Reporting Associate Jobs in Delaware (NOW HIRING)

AlTi Tiedemann Global

Associate Advisor

Wilmington, DE · On-site

Associate Advisor Department: Client Advisory Employment Type: Full Time Location: Wilmington ... reports * Execution of investment decisions * Client wealth forecasting * Onboarding of new clients

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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 Sep 12, 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

Trust Operations Associate - Private Client

Wilmington, DE • On-site

JTC Group
See more jobs at JTC Groupexternal

Full-time

Posted 4 days ago

Job description

EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEW
PURPOSE OF JOB
This position will be responsible for all operation aspects of JTC DE's relationship with the trust accounting platform as well as interfacing with investment advisors and broker/dealers who will manage accounts with JTC DE. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.
MAIN RESPONSIBILITIES AND DUTIES
  • Evaluate business processes for efficiency and feasibility.
  • Create financial reports for senior management.
  • Serve as liaison with trust accounting system providers and other technology vendors.
  • Support plans for system enhancements and upgrades.
  • Coordinate and participate in Disaster Recovery Testing.
  • Perform operational duties in support of the Delaware office.
  • Assist with Private Label Trust company implementations.
  • Maintain JTC DE Business Continuity Plan .
  • Prepare reports responsive to regulatory examination and audit requests.
  • Oversee operating accounts, scanning and reconciliation.
  • Produce statements for accounts custodian' away.
  • Generate ad hoc reports from trust accounting system.
  • Coordinate system access rights with IT.
  • Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
  • Participate in proactive team efforts to achieve departmental and company goals.
  • Perform other duties as assigned.
  • Provide leadership to others through example and sharing of knowledge/skill.
  • Receive very general guidance with respect to overall objectives; work is usually quite independent of others; operate within specific policy guidelines.

ESSENTIAL REQUIREMENTS
  • 3 to 5 years of relevant trust operation experience.
  • Bachelor's degree or equivalent work experience, required Knowledge of trust estates and tax laws.
  • Ability to identify and communicate tax planning vehicles.
  • Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes and investments.
  • Execute tasks with accuracy and attention to detail.
  • Perform responsibilities with honesty and integrity.
  • Maintain a professional level of stress tolerance.
  • Possess ability to adapt to changing environment.
  • Experience with Microsoft Office products, particularly Excel and Word.
  • Ability to use a trust accounting system, preferably FIS.
  • Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.

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