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Client Reporting Associate Jobs in Albuquerque, NM

InsCipher

Tax Associate

Albuquerque, NM · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

KnitWell Group

1212 - Sales Associate-ANN

Albuquerque, NM · On-site

$13.50 - $18.50/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

Steel Blade Men's Salon

Be Seen First

Salon Experience Associate

Albuquerque, NM · On-site

$12.75 - $16.50/hr

The Role We're hiring a Client Experience Associate to cover the shift opposite Saturnino our ... This role reports to Saturnino our director and follows the same standards and playbooks he uses ...

New

Training provided

Steel Blade Men's Salon

Be Seen First

Salon Experience Associate

Albuquerque, NM · On-site

$12.75 - $16.50/hr

The Role We're hiring a Client Experience Associate to cover the shift opposite Saturnino our ... This role reports to Saturnino our director and follows the same standards and playbooks he uses ...

New

Training provided

Hearst

Sales Account Associate

Albuquerque, NM · On-site

You will report to the General Sales Manager. Training * Comprehensive 9-12-month training, with ... client presentations * Create supportive marketing materials for the sales department * Prepare ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Albuquerque, NM

Client Reporting Associate information

See Albuquerque, NM salary details

$10K

$62.5K

$127.8K

How much do client reporting associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client reporting associate in Albuquerque, NM is $62,475.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $79,900.00 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 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 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 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 Albuquerque, NM?

For Client Reporting Associate jobs in Albuquerque, NM, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Albuquerque, NM look for?

The top searched job categories for Client Reporting Associate jobs in Albuquerque, NM are:

What cities near Albuquerque, NM are hiring for Client Reporting Associate jobs?

Cities near Albuquerque, NM with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Associate Wealth Advisor

Raymond James Financial, Inc.

Albuquerque, NM • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Job Description Summary
Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our vision and values. This impactful role will represent our firm with strong client relationship management skills and industry knowledge. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.
Are you ready to work hand in hand with us? Read below and apply today!
Job Description
Essential Duties and Responsibilities
  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/ Certifications: SIE, Series 7, 66, or equivalent
Education: Bachelor's degree
Experience: 5+ years of industry experience
Workstyle: Onsite
Travel: None required
Benefits: Medical, Retirement, PTO + Market Holidays
Prevender Financial Services, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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