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Client Reporting Associate Jobs in Boca Raton, FL

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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 Jun 11, 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 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 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
Infographic showing various Client Reporting Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 82% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,955 per year, or $31.2 per hour.
Director of Client Development

Director of Client Development

BridgePoint Associates

Boca Raton, FL • On-site

$200K/yr

Full-time

Posted 8 days ago

Job description

JOB TITLE: Director of Client Development
REPORTS TO: Managing Partner
JOB CLASSIFICATION: Full-time; Exempt
LOCATION: Remote (Contiguous U.S.)
COMPENSATION*: Commission Only; $62,900 to $135,900
Expected first-year earnings: $62,900 to $80,500; Expected annual earnings after ramp-up: $98,100 to $135,900; Top performers may exceed $200,000 annually; Earnings are based on individual sales performance.
BridgePoint Associates is a boutique search firm that specializes in the nonprofit sector. We are seeking a Director of Client Development ("DCD") responsible for researching, identifying, and securing new clients. The DCD will also manage existing accounts to generate additional revenue opportunities. The DCD will utilize a consultative approach to establish relationships with organizations seeking top talent in all major functional areas. Must be a highly motivated self-starter.
What You'll Do:
  • Research and identify prospective clients for the firm
  • Introduce BridgePoint Associates' services to prospective clients through a consultative approach via email, phone, video conference and/or in-person meetings
  • Negotiate contract terms with prospective clients, where appropriate
  • Meet or exceed all relevant goals and KPIs for making contacts, securing new job orders and filling open positions
  • Identify additional revenue opportunities with existing clients
  • Lead kick-off meetings with clients to gain a thorough understanding of their needs (i.e., responsibilities, qualifications, etc...)
  • Manage the full lifecycle of each client search
  • Deliver outstanding levels of client service throughout the process, including timely and professional communications
  • Clearly convey position requirements to colleagues in Talent Sourcing and Recruiting to ensure a successful recruitment process
  • Post new jobs in the firm's applicant tracking system (ATS) and on social media
  • Create detailed job descriptions and candidate communications for marketing purposes
  • Participate in company-wide meetings to update the team on the status of open positions
  • Oversee the submission of qualified candidate resumes to clients
  • Establish open lines of communication with clients to collect feedback on our candidates, provide updates on our search efforts, and understand the status of their searches
  • Ensure that all candidates are updated regularly regarding the status of their candidacy
  • Establish search criteria to identify potential candidate pools for open positions
  • Ensure that each recruitment process proceeds in an efficient and effective manner
  • Communicate offers to candidates, as requested by clients
  • Assist with recruiting candidates and other tasks, as needed

What You Bring:
  • Approximately 5+ years of recruiting, business development, sales, nonprofit fundraising, or related experience
  • Demonstrated track record of securing new business and increasing revenue with existing clients
  • A team-player with an entrepreneurial mindset
  • Ability to thrive in a goal-driven, collaborative environment
  • Strong research and prospecting skills
  • Positive attitude, personable and professional
  • Operate with a sense of urgency; possess a great attention to detail and strong organizational skills
  • Must be self-driven and have the ability to generate results while working remotely
  • Excellent communication skills (verbal and written)
  • Experience with tools including application tracking systems and CRMs a plus
  • Proficient in Microsoft Office and/or G-Suite
  • Bachelor's Degree preferred

Equal opportunity employer.
* Compensation is commission-based and administered in compliance with applicable federal, state, and local wage-and-hour laws.

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