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Client Reporting Associate Jobs in Washington (NOW HIRING)

Ultimate LLC

Client Development Associate

Rockville, MD · On-site

$60K - $65K/yr

Client Development Associate (Hybrid) - Rockville, MD Base Salary: $60,000-$65,000 + Bonus Location ... Track performance metrics and assist with sales reporting * Represent the organization at ...

Husch Blackwell LLP

Financial Reporting Manager

Washington, DC · On-site +1

$115K - $156K/yr

... Client Service, and Innovation. If you are a motivated professional looking for a long-term fit ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Washington

Client Reporting Associate information

See Washington salary details

$12.5K

$77.5K

$158.6K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Washington is $77,524.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $99,100.00 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 Washington? For Client Reporting Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Washington look for? The top searched job categories for Client Reporting Associate jobs in Washington are:
What cities in Washington are hiring for Client Reporting Associate jobs? Cities in Washington with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Senior Registered Client Associate

UBS - Experienced professionals - job boards

Washington, DC

Full-time

Posted 14 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Are you detail-oriented and enjoy going above and beyond to deliver an exceptional client experience. Do you thrive in a fast-paced environment supporting sophisticated and complex relationships?
We're looking for a Senior Registered Client Associate to:
maintain client information and ongoing due diligence requirements with accuracy and attention to detail
support Ultra High Net Worth (UHNW) individuals, families, trusts, and related entities by delivering a high-touch, white-glove client experience
understand and stay up-to-date on UBS products, services, protocols, and procedures
assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services
help coordinate and process requests involving complex account structures, estate planning arrangements, and multi-generational wealth relationships
support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
proactively anticipate client needs, resolve issues efficiently, and identify opportunities to create memorable client experiences and "wow" moments
complete firm-initiated projects
participate in team projects, dinners, trips, and meetings.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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