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Client Reporting Associate Jobs in New Mexico (NOW HIRING)

Raymondjames

Client Service Associate

Albuquerque, NM · On-site

$14 - $19.50/hr

... reporting. * Effective communication across multiple client interactive platforms (in-person ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

cbi

Client Care Coordinator

Albuquerque, NM

$17.50 - $22.75/hr

The CBI Client Care Coordinator will also be responsible for an end of shift report documenting the ... Associate degree (or higher) in a field related to Behavioral Health is preferred. * Minimum of six ...

cbi

Client Care Coordinator

Albuquerque, NM

$17.50 - $22.75/hr

The CBI Client Care Coordinator will also be responsible for an end of shift report documenting the ... Associate degree (or higher) in a field related to Behavioral Health is preferred. * Minimum of six ...

Community Bridges, Inc.

Client Care Coordinator

Albuquerque, NM · On-site

$17.50 - $22.75/hr

The CBI Client Care Coordinator will also be responsible for an end of shift report documenting the ... Associate degree (or higher) in a field related to Behavioral Health is preferred. * Minimum of six ...

cbi

Client Care Coordinator

Albuquerque, NM

$17.50 - $22.75/hr

The CBI Client Care Coordinator will also be responsible for an end of shift report documenting the ... Associate degree (or higher) in a field related to Behavioral Health is preferred. * Minimum of six ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in New Mexico

Client Reporting Associate information

See New Mexico salary details

$10.7K

$66.3K

$135.7K

How much do client reporting associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for client reporting associate in New Mexico is $66,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $84,800.00 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 New Mexico? For Client Reporting Associate jobs in New Mexico, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in New Mexico look for? The top searched job categories for Client Reporting Associate jobs in New Mexico are:
What cities in New Mexico are hiring for Client Reporting Associate jobs? Cities in New Mexico with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Registered Investment Operations Associate

Elevation Wealth Partners

Santa Fe, NM • Remote

$60K - $70K/yr

Full-time

Posted 14 days ago

Job description

Registered Investment Operations Associate - Wealth Management


The Registered Investment Operations Associate supports financial advisors and clients by providing exceptional service, executing securities trades, and assisting with investment and financial planning activities. The ideal candidate possesses strong analytical skills, attention to detail, securities industry knowledge, and the ability to manage multiple priorities.

Compensation:

$60,000 - $70,000 yearly


Responsibilities:
  • Confirm money movement requests with clients
  • Ensure accurate and timely trade execution to maintain client satisfaction and trust
  • Conduct thorough investment research to provide actionable insights for client portfolios
  • Analyze financial data and portfolio performance to ensure alignment with client goals
  • Prepare comprehensive client reports
  • Maintain client accounts with meticulous attention to detail, ensuring all information is up-to-date and accurate
  • Prepare paperwork for account opening and maintenance
  • Prepare investment proposals
  • Understand and keep the team updated on key compliance requirements

Qualifications:
  • Bachelor's degree (required)
  • Securities licensure (required or willing to obtain within 6 months)
  • Trading experience preferred
  • 3-5 years of experience in a related field
  • Close attention to detail and excellent organizational skills - this role is great for a perfectionist
  • Strong communication and interpersonal skills. Every team member will have direct contact with clients
  • Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
  • High level of personal responsibility and ability to work independently in a remote setting
  • Miscellaneous administrative duties as appropriate/assigned

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

  • W-2 employment status
  • Twelve (12) paid company holidays with a year-end extended winter break
  • Opportunities for professional development and growth within the firm.