ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Boston, MA (NOW HIRING)

Cambridgeassociates

Manager, Client Reporting

Boston, MA · On-site

$151K/yr

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of ...

Publicis Groupe Holdings B.V

Manager, Client Reporting

Boston, MA · Hybrid

$73K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Manager, Client Reporting role is a Financial business partner to Publicis Agencies client teams reporting to the Associate Director, Client Reporting. Independently driving reporting for client ...

Publicis Groupe Holdings B.V

Manager, Client Reporting

Boston, MA · On-site

$73K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Manager, Client Reporting role is a Financial business partner to Publicis Agencies client teams reporting to the Associate Director, Client Reporting. Independently driving reporting for client ...

Cambridgeassociates

Manager, Client Reporting

Boston, MA · On-site

$151K/yr

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of ...

PNC Bank

Investor Reporting Associate Sr. - Tax Credit

Boston, MA · On-site

$88K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Investment Reporting Associate Sr. within PNC's Multi-Family Capital organization, you will ... Client Reporting: Independently manage a reporting portfolio of Low Income Housing Tax Credit Funds ...

GMO

Marketing Enablement Associate

Boston, MA · On-site

$80/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Associate reports to the Marketing Enablement Manager. Responsibilities ... Delivering standard and custom reports while adhering to specific client mandates and deadlines

Zelis

Associate Strategic Client Executive - TPA

Boston, MA

$83K - $113K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

GMO

Marketing Enablement Associate

Boston, MA · On-site

$80/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Associate reports to the Marketing Enablement Manager. Responsibilities ... Delivering standard and custom reports while adhering to specific client mandates and deadlines

Standish Management

Associate

Boston, MA

$64K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Description The Client Onboarding Associate located in Boston will be responsible for ... Work with Portfolio Reporting team to coordinate client reporting requirements * Work with the ...

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Description The Client Onboarding Associate located in Boston will be responsible for ... Work with Portfolio Reporting team to coordinate client reporting requirements * Work with the ...

Standish Management

Associate

Boston, MA · On-site

$64K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Portfolio Reporting: Support the preparation and review of client reports, performance statements ... Qualifications for the Client Service Associate: * Education: Bachelor's degree is required.

Western Alliance Bank

Client Relationship Manager III

Boston, MA · On-site

$148K - $183K/yr

  • Medical

  • Dental

  • Retirement

You'll oversee the day to day operations and reporting delivery to those clients done with the client service associates assigned to your deals. You may have direct management responsibilities for ...

Zelis

Strategic Client Executive - RHP

Boston, MA · On-site

$83K - $113K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Pathstone

Associate, Client Advisory

Boston, MA

$65K - $72K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * Prior experience ...

next page

Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Boston, MA

Client Reporting Associate information

See Boston, MA salary details

$11.9K

$74.4K

$152.1K

How much do client reporting associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client reporting associate in Boston, MA is $74,362.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,100.00 and $95,100.00 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 the most commonly searched types of Client Reporting jobs in Boston, MA?

The most popular types of Client Reporting jobs in Boston, MA are:

What are popular job titles related to Client Reporting Associate jobs in Boston, MA?

For Client Reporting Associate jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Boston, MA look for?

The top searched job categories for Client Reporting Associate jobs in Boston, MA are:

What cities near Boston, MA are hiring for Client Reporting Associate jobs?

Cities near Boston, MA with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Manager, Client Reporting

Cambridgeassociates

Boston, MA • On-site

$151K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Firm Overview:

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.


Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.


Job Description Summary:

Managers in the Client Reporting Group are responsible for all aspects of overseeing a team of analysts and associates including operational oversight, performance management, training and development, recruiting, workload assignments, forward planning, process improvement, internal groups and client relationship management, and issue resolution. Primary groups the Client Reporting Group interacts with include Client Data, Portfolio Implementation, internal Investment Teams, Investment Operations, IT, and external clients.

Job Description:

Responsibilities

  • Serve as the direct manager of 15-20 analysts/associates across varying tenure and skill levels; includes communicating expectations, discussing challenges and development opportunities, and assessing and managing performance.
  • Determine workload assignments across associate pool in line with individual competencies and business needs to drive team productivity, timeliness, and quality service level agreements.
  • Drive and oversee key department operations including the execution of core Reporting tasks and the adherence to policies and procedures
  • Collaborate closely with department head and other operations managers to improve cross team execution, alignment, and partnership.
  • Oversee training programs within the department to ensure content and structure evolve with the group
  • Apply a proactive and collaborative approach to deriving solutions to client specific requests/needs and resolving internal and client issues under time sensitive and often high-pressure circumstances.
  • Approach communications with stakeholders professionally and with a customer service mindset.
  • Participate in the interviewing and hiring process and strategy to obtain top talent in the department.
  • Own a range of department wide projects, process, and/or initiatives on behalf of broader management team.
  • Lead a culture that promotes high engagement, is responsive to employee needs, and promotes an open innovative workplace.

Qualifications

  • BA/BS with 4-10 years of professional work experience; experience within the investments industry, specifically within performance or client reporting, a plus
  • Experience managing a team and engaging with employees across varying tenure and hierarchical levels.
  • Skill in serving high profile clients and ability to represent the firm in a highly professional manner.
  • Demonstrate judgment, integrity, initiative and leadership capabilities. Ability to operate with discretion is essential.
  • Proven project management skills. Ability to meet deadlines and work on multiple projects simultaneously.
  • Ability to work collaboratively with other team members and areas of the firm, demonstrating exceptional communication and interpersonal skills
  • Strong problem-solving skills with careful attention to detail and quality
  • Eligible to work in the U.S. without restriction or sponsorship now and in the future

Base salary range for this role:

Pay Range Minimum:

107000

Pay Range Maximum:

143400

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Apply