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Client Reporting Associate Jobs in Atlanta, GA (NOW HIRING)

Zelis

Strategic Client Executive - RHP

Atlanta, GA

$73K - $100K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

Zelis

Client Manager

Atlanta, GA · On-site

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Reporting - delivery according to agreed upon intervals with the ability to provide ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Atlanta, GA

Client Reporting Associate information

See Atlanta, GA salary details

$10.6K

$65.8K

$134.6K

How much do client reporting associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client reporting associate in Atlanta, GA is $65,824.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $84,100.00 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 Atlanta, GA? For Client Reporting Associate jobs in Atlanta, GA, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Atlanta, GA look for? The top searched job categories for Client Reporting Associate jobs in Atlanta, GA are:
What cities near Atlanta, GA are hiring for Client Reporting Associate jobs? Cities near Atlanta, GA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Atlanta, GA as of July 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $65,824 per year, or $31.6 per hour.
Financial Reporting Associate

Financial Reporting Associate

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Reporting Associate.The Financial Reporting Associate will work withour Private Advisorteam membersand will interact directly and indirectly with high-net-worth clients and outside CPAs. The ideal candidate will have strong analytical and interpersonal skills.

Responsibilities
  • Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
  • Manage submissions for all financial reports and ensure accuracy and completeness.
  • Prepare monthly closing entries and reconcile accounting records.
  • Assist with special projects, including system implementations, and ad-hoc financial analyses.
  • Work with outside CPAs for tax planning and compliance and document management
  • Build relationships with clients and discuss financial and tax matters on aregular basis
Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA or other relevant certifications preferred.
  • Minimum of 2 years of experience in a finance related role.
  • Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO
Skills
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively in a team environment.
  • Detail-oriented with a high level of accuracy.
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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