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Client Reporting Associate Jobs in Boca Raton, FL

ISAM

Client Relations Associate

Boca Raton, FL · On-site

$37K - $47K/yr

Client Relations Associate Boca Raton iSAM is an innovative, financial technology firm specialising ... Reporting to the Head of Client Relations, the position plays a key role in delivering high-quality ...

Amerantbank

Registered Client Associate I

Miramar, FL · On-site

The Wealth Management Client Services Associate is responsible for providing superior standards of ... Prepares, as requested, activity reports related to customers? transactions.Daily follow-up to ...

UBS

Registered Client Associate

Boca Raton, FL · On-site

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...

UBS

Client Associate, Registered

Boca Raton, FL · On-site

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Boca Raton, FL

Client Reporting Associate information

See Boca Raton, FL salary details

$10.4K

$65K

$132.9K

How much do client reporting associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for client reporting associate in Boca Raton, FL is $64,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $83,000.00 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 Boca Raton, FL?

For Client Reporting Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Boca Raton, FL look for?

The top searched job categories for Client Reporting Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Client Reporting Associate jobs?

Cities near Boca Raton, FL with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Associate Attorney (Uncontested Foreclosure)

Fort Lauderdale, FL • On-site

Kelley Kronenberg
Law Firms • 201 - 500 employees
Learn more about Kelley Kronenbergexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Overview

Associate Attorney - Mortgage Foreclosure (Uncontested)

About the Opportunity

Kelley Kronenberg is seeking an Associate Attorney to join the Uncontested team within our Florida Mortgage Foreclosure department. This is a high-volume default practice representing national lenders, servicers, and investors throughout Florida's judicial foreclosure process. We are looking for an attorney who thrives in a fast-paced, portfolio-driven environment, has a strong command of Florida's uncontested foreclosure workflow, and understands the client reporting and expectations that come with servicer-driven work.

Your Responsibilities

  • Manage a high-volume portfolio of uncontested residential foreclosure files from referral through certificate of title and post-sale resolution
  • Draft and review complaints, motions for default, motions for summary judgment, final judgment packages, and related pleadings
  • Prosecute uncontested matters through Florida's judicial foreclosure process, including managed mediation referrals where applicable
  • Appear at uncontested hearings, case management conferences, summary judgment hearings, and foreclosure sales
  • Review loan files, payment histories, assignments, and title work to confirm standing and conditions precedent
  • Communicate regularly with servicer clients through Black Knight/LPS, Tempo, and other client portals, meeting milestones and reporting requirements
  • Collaborate with attorneys, paralegals, and legal assistants to keep files moving efficiently and accurately

Required Education & Experience

  • Juris Doctor degree from an accredited law school
  • Active Florida Bar License (required)
  • Minimum of 3 years of Florida foreclosure experience, with a strong emphasis on uncontested/default work
  • Familiarity with LPS/Black Knight, Tempo, and other servicing and case management platforms
  • Demonstrated ability to manage a large portfolio of files while meeting client deadlines and reporting requirements
  • Strong analytical, research, and writing skills with exceptional attention to detail
  • Excellent communication and interpersonal skills

Perks of Working at Kelley Kronenberg

  • Competitive salary with achievable yearly bonus structure
  • Company-paid PPO health insurance + dental & vision options
  • Generous paid time off, floating holidays, and mental health days
  • 401K retirement with employer match
  • Diverse, equal, and inclusive work environment
  • Ongoing support and professional career development
  • Office perks including snacks, Friday breakfasts, and holiday events

All inquiries will be kept confidential.

Kelley Kronenberg is currently not accepting resumes or referrals from search firms for this position.

Kelley Kronenberg is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteri

Employment Type: FULL_TIME

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