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Client Reporting Associate information

See Nevada salary details

$11.2K

$69.7K

$142.6K

How much do client reporting associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client reporting associate in Nevada is $69,701.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $89,100.00 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 Nevada? For Client Reporting Associate jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Nevada look for? The top searched job categories for Client Reporting Associate jobs in Nevada are:
What cities in Nevada are hiring for Client Reporting Associate jobs? Cities in Nevada with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Accounting Associate - Fund Accounting

Accounting Associate - Fund Accounting

Whittier Trust

Reno, NV • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary

The primary purpose of the Accounting Associate is to support the Client Reporting team through the preparation of various types of financial statements, booking accounting entries and processing invoices.

ESSENTIAL FUNCTIONS

1.        

Book accounting entries in Quickbooks for client-owned operating company financial statements. Maintain notes payable schedules and reconcile intercompany balances.

2.        

Reconcile financial statements in Excel.

3.        

Process client-owned operating company invoices using Bill.com software.

4.        

Book accounting entries for Whittier real estate partnerships in the Yardi accounting software.

5.        

1099 preparation for operating companies. Requesting W-9s as needed.

6.        

Prepare depreciation and fixed asset schedules. Prepare annual business property tax reports for client-owned operating companies.

7.        

Prepare bank reconciliations for client-owned operating companies.

8.        

Prepare ad hoc reports and assist Tax and Corporate Accounting departments as needed and as time permits.  

DESIRED SKILLS

  • High proficiency in Microsoft Office Suite applications, including, Excel, Word and Outlook
  • Min of 1 year of experience desired
  • Professional presence and appearance
  • Able to demonstrate accuracy and thoroughness

DESIRED QUALIFICATIONS

  • BA degree or equivalent, relevant Accounting coursework

COMPENSATION

Base salary range: $60,000 - $80,000

Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.

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