ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Utah (NOW HIRING)

SANS

Associate

Salt Lake City, UT · On-site

The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can ... Operations experience within Asset Management, Wealth Management, Client Reporting, Fund ...

Standish Management

Associate

Salt Lake City, UT · On-site

$60K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Standish Management

Associate

Salt Lake City, UT · On-site

$60K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

R1 RCM

Client Delivery Associate

Salt Lake City, UT · On-site

$46K - $72K/yr

The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation ... Support reporting enhancements, including Power BI development and data visualization. * Maintain ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... Reporting: Generate and review reports related to client accounts and activities as needed. Who You ...

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results.

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results.

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Reporting: Generate and review reports related to client accounts and activities as needed. Who You ...

Diversify

Client Service Associate

Sandy, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Reporting: Generate and review reports related to client accounts and activities as needed. Who You ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Reporting: Generate and review reports related to client accounts and activities as needed. Who You ...

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Reporting: Generate and review reports related to client accounts and activities as needed. Who You ...

next page

Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Utah

Client Reporting Associate information

See Utah salary details

$10K

$62.3K

$127.5K

How much do client reporting associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client reporting associate in Utah is $62,313.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $79,700.00 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 Utah? For Client Reporting Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Utah look for? The top searched job categories for Client Reporting Associate jobs in Utah are:
What cities in Utah are hiring for Client Reporting Associate jobs? Cities in Utah with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Utah as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $62,313 per year, or $30 per hour.

Associate

SANS

Salt Lake City, UT • On-site

Other

Posted 7 days ago

Job description

The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can support ongoing strategic initiatives, automation efforts, and day-to-day change management activities during the leave period.
Core Functional Skills

  • Operations experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services functions
  • Strong understanding of operational processes, controls, and data flows
  • Ability to document business requirements and process workflows
  • Experience supporting process improvement and operational efficiency initiative

Automation & Data Skills

  • Intermediate to advanced Excel skills (Pivot Tables, Power Query, formulas, data analysis)
  • Experience with reporting automation tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX similar platforms
  • Ability to analyze data sources, identify manual processes, and support automation opportunities
  • Basic understanding of data governance, data quality, and reconciliation processes
    Familiarity with SQL or data querying tools is preferred
  • Change Management & Project Support
  • Experience coordinating change initiatives across multiple stakeholders
  • Ability to manage project plans, action items, testing, and implementation tracking
    Support UAT activities, process documentation, and rollout communications
  • Comfortable working across Operations, Technology, Product, and Business teams
  • Strong organizational and follow-up skill
  • Stakeholder Management
  • Ability to communicate effectively with both business and technical partners
  • Experience facilitating meetings, gathering requirements, and driving action items
  • Strong written and verbal communication skills
  • Ability to operate independently with limited supervision

Preferred Background

  • 2 5 years of experience in Asset Management Operations, Client Reporting, Fund Operations, or related functions
  • Experience working on reporting transformation, process automation, or operational excellence initiatives
  • Familiarity with alternative investments, fund reporting, or investor reporting processes is a plus

Key Responsibilities During Coverage Period

  • Support automation initiatives and reporting transformation effort
  • Assist with project coordination and change management activities
  • Drive documentation of processes, controls, and requirements
  • Coordinate testing, implementation, and stakeholder communications
  • Provide operational support and help manage execution of strategic priorities
  • Assist with issue tracking, risk identification, and escalation management

Apply