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Client Reporting Associate Jobs in Florida (NOW HIRING)

Raymondjames

Tax Reporting Associate

Saint Petersburg, FL · Hybrid

$55K - $73K/yr

... of client-first, integrity, independence and a conservative, long-term view. We expect our ... When associates bring their best authentic selves, our organization, clients, and communities ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Client Reporting: Preparing account statements and performance reports. * Compliance Support:

Hannover Re

Associate Reinsurance Accountant

Orlando, FL · On-site

$82K - $112K/yr

... our open Associate Reinsurance Accountant position. This is a Full-Time role within the CSS ... Conducts analysis of client reported data to determine accuracy in accordance with treaty ...

Hannover Re

Associate Reinsurance Accountant

Orlando, FL · On-site +1

$82K - $112K/yr

... our open Associate Reinsurance Accountant position. This is a Full-Time role within the CSS ... Conducts analysis of client reported data to determine accuracy in accordance with treaty ...

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Client Service Associate - Wealth Management

Miami, FL · On-site

$80K - $85K/yr

We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...

Zelis

Strategic Client Executive - RHP

Saint Petersburg, FL · On-site

$72K - $98K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Florida

Client Reporting Associate information

See Florida salary details

$8.2K

$51.2K

$104.6K

How much do client reporting associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client reporting associate in Florida is $51,151.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,000.00 and $65,400.00 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 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 Florida? For Client Reporting Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Florida look for? The top searched job categories for Client Reporting Associate jobs in Florida are:
What cities in Florida are hiring for Client Reporting Associate jobs? Cities in Florida with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Florida 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 $51,151 per year, or $24.6 per hour.

Tax Reporting Associate

Raymondjames

Saint Petersburg, FL • Hybrid

$55K - $73K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Job Description Summary

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.

Responsibilities:

  • Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

  • Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.

  • Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

  • Maintain files and records.

  • Ensure a positive experience for internal clients by having courteous interactions with them.

  • Assess compliance with established standards and protocols for routine inquiries.

  • Support others by carrying out basic data management tasks.

  • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

  • Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.


Skills:

  • Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.

  • Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

  • Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

  • Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.

  • Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

  • Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.

  • Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

  • Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Education

Associate's, Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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