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Client Reporting Associate Jobs in Washington (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ... report generation and document management * Maintain organized and accurate electronic account ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ... report generation and document management * Maintain organized and accurate electronic account ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning ... Works with team to ensure timely execution and workflow. · Runs daily reports to ensure accounts ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides ... Works with team to ensure timely execution and workflow. · Runs daily reports to ensure accounts ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning ... Works with team to ensure timely execution and workflow. · Runs daily reports to ensure accounts ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides ... Works with team to ensure timely execution and workflow. • Runs daily reports to ensure accounts ...

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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 Jul 23, 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 Associate, Information Assurance Services

Senior Associate, Information Assurance Services

Aprio

Washington, DC • On-site

$81K - $132K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 6 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Risk Advisory and Assurance Services (RAAS) team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Senior Associate, Information Assurance Services to join their dynamic team!
 
Aprio's Information Assurance Services (IAS) practice supports the delivery of attestation and consulting services for multiple clients in data and tech-based industries such as credit reporting and analytics, payment card services, healthcare IT, and cloud services. The business model and methodologies are focused on risk management and adding value to clients in all services provided.  Aprio's IAS group utilizes sound business practices and technical expertise (rather than working off checklists) to enable clients to identify, mitigate, and monitor the most technical risks associated with their technology use.
 

Project and focus areas within the Information Assurance Services practice include: 

  • Service Organization Control (SOC) Reporting (e.g., SOC 1 and SOC 2)
  • Payment Card Industry Data Security Standard (PCI DSS)
  • ISO Standards (e.g., ISO 27001/27002, 22301
  • GDPR  
  • HITRUST  
  • Risk Assessments
  • Risk Management
  • Cyber Threats and Cybersecurity
  • Agreed Upon Procedures
  • Internal Audit Co-Sourcing
  • EI3PA 
Requirements:
  • Planning and leading client meetings, walk-through reviews of clients control procedures and processes; delivery and presentation of client deliverables.  
  • Developing and leading the performance of, testing of clients' security, privacy and other information risk management related controls.  
  • Directing the execution of testing of clients' internal controls, testing of clients' internal controls and review of internal control testing executed by other team members. 
  • Supporting clients in problem identification and resolution. 
  • Performing assessments and testing against leading information security and privacy standards and frameworks, including ISO 27001, Trust Services Criteria, PCI DSS, NIST CSF, GDPR, HITRUST and others. 
  • Leading and supporting preparation of client reporting deliverables; e.g., gap and risk assessments, SOC reporting, GDPR assessments, ISO 27001 certifications, etc.  
Practice Development/Sales and Marketing/Team Building:
  • Collaborating with other team members to streamline internal processes and procedures to improve client service and efficiencies. 
  • Participate in meetings with new prospects and/or new service opportunities with existing clients. 
  • Support preparation of sales proposals.   
  • Interviewing potential candidates. 
  • Being a mentor and/or coach to other team members.
  • Support in the development and delivery of training. 
Qualifications:
  • One or more industry relevant certifications or wiliness to obtain relevant certification(s) within two years of employment.
  • Certifications can include: CISA, CRISC, CIPP, CISSP, CISM, QSA, ISO/IEC 27001, or PCI ISA. 
  • Undergraduate Degree (required): preferably in MIS/IS or related concentration - minimum 3.3 GPA. 
  • Graduate Degree (preferred): preferably in MIS, IS or Accounting Information Systems.
  • Relevant work experience (2-4 years). 
  • Strong communication skills; verbal and written, with the ability to produce excellent written reports and audit documentation. 
  • Commitment to continual learning and development. 
  • Commitment to exceptional client service and creative problem-solving ability with a consultancy mindset. 
  • Flexible, self-starter with the ability to interact with various levels of client and firm management. 
  • Understanding of information technology risks and internal controls. 
  • Ability to write test procedures and execute tests of controls. 
  • Understanding of Service Organization Control, PCI, ISO, HITRUST and/or similar information technology control frameworks. 
  • Ability to travel up to 40%.
  • Ability to manage personal schedule and to lead multiple projects, tasks and deadlines. 
$81,500 - $132,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on August 10, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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