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Client Reporting Associate Jobs in Georgia (NOW HIRING)

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Wealth Management Associate

Atlanta, GA · On-site

$60 - $90/hr

Prepare and review client reports and financial plans using firm-approved systems * Conduct ... Client Service Associate * Equities * Bonds * Options * Mutual Funds * Annuities * Insurance

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Client Reporting Associate information

See Georgia salary details

$9.3K

$57.8K

$118.2K

How much do client reporting associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client reporting associate in Georgia is $57,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $73,900.00 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 Georgia?

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

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

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

What cities in Georgia are hiring for Client Reporting Associate jobs?

Cities in Georgia with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Georgia as of August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $57,796 per year, or $27.8 per hour.

Associate, Client Platform, Analytics & Reporting - Atlanta

BlackRock

Atlanta, GA • Hybrid

Full-time

Medical, Retirement

Posted 3 days ago

New

BlackRock rating

7.8

Company rating: 7.8 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

About this role

Your team

The Alternatives Client Platform (ACP) team supports the coordination and administration of investor communications and collateral across BlackRock's private markets platform. The team is responsible for delivering high-quality client and fund reporting, marketing materials, data management, analytics, and operational support that help provide a best-in-class experience for alternative investors. By combining process excellence, data-driven analysis, and technology-enabled solutions, ACP drives scale, innovation, and operational efficiency across private markets business lines.

Your role and impact

As an Associate within the Alternatives Client Platform team, you will play a key role in supporting investor communications, client reporting, fundraising activities, and operational improvement initiatives across private markets strategies. You will partner with a broad range of stakeholders, including portfolio managers, asset managers, fund administration teams, product specialists, and client-facing teams to deliver accurate, timely, and insightful information to clients and prospects. This role provides the opportunity to deepen your understanding of private markets while contributing to a high-performing and collaborative team environment.

Your responsibilities

In every role at BlackRock, you'll be expected to apply sound judgement and critical thinking to solve complex problems, adapt as the business evolves, and combine the curiosity to explore new approaches and technologies with the rigor to challenge the results. The scope of this role also includes the following responsibilities:

  • Produce and coordinate client reporting packages by gathering, validating, and analyzing fund, portfolio, investment, and market data across private markets strategies.

  • Partner with portfolio managers, asset managers, fund administrators, and other stakeholders to support recurring reporting cycles, custom client requests, and regulatory reporting requirements.

  • Analyze and maintain performance, exposure, assets under management (AUM), flow, and track record data to support investor communications and business-line reporting needs.

  • Coordinate the preparation, approval, and distribution of client-facing materials, including webinars, presentations, marketing collateral, and communication platform content.

  • Support fundraising initiatives through request for proposal (RFP) and due diligence questionnaire (DDQ) responses, partnering with internal teams to gather, validate, and communicate relevant information.

  • Develop ad hoc client materials, respond to information requests, and support large-scale data management activities across funds, strategies, and supported business lines.

  • Drive operational excellence through process enhancement, technology adoption, workflow standardization, and effective information management practices.

Your experience

  • Bachelor's degree required.

  • 3+ years of experience in financial services or asset management; experience supporting alternative investments, client reporting, portfolio reporting, or product strategy activities preferred.

  • Excellent written and verbal communication skills, including the ability to communicate effectively across stakeholder groups and collaborate across functions.

  • Strong analytical, quantitative, and problem-solving skills with meticulous attention to detail and the ability to synthesize complex information.

  • Advanced proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint, with strong data management and reporting capabilities; experience with VBA or Python is a plus.

  • Proven ability to manage multiple priorities in a fast-paced environment while demonstrating initiative, accountability, sound judgment, and a continuous improvement mindset.

For Atlanta, GA Only the salary range for this position is USD$90,000.00 - USD$120,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.


Guidance on AI use for candidates


At BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidanceon when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.


About BlackRock


At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.


This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.


To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.View theEEOC's Know Your Rights poster and its supplementand thepay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with ourprivacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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