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Client Reporting Associate Jobs in Cary, IL (NOW HIRING)

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

Review client information and assist in the preparation of performance reports. * May attend client ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

William Blair

Associate I, Client Relations

Chicago, IL · On-site

$41K - $51K/yr

Review client information and assist in the preparation of performance reports. * May attend client ... Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in ...

UBS

Client Associate

Northbrook, IL · On-site

$65K - $85K/yr

... 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

Northbrook, IL · 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 • ...

Eversana

Associate Director, PMO

Chicago, IL · On-site

The Associate Director, PMO is a frontline manager for the project management team, supervising a ... Program and client reporting: health, status, risks, and key program milestones * Issue mitigation ...

New

EVERSANA

Associate Director, PMO

Chicago, IL · On-site +1

The Associate Director, PMO is a frontline manager for the project management team, supervising a ... Program and client reporting: health, status, risks, and key program milestones * Issue mitigation ...

New

UBS

Client Associate

Chicago, IL · On-site

$75K - $90K/yr

... 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 • ...

BCU

Assoc II, Client Services

Vernon Hills, IL · On-site

$64K - $96K/yr

... client-facing role provides general operational support for the department. The Associate will ... and reporting conventions as needed. Assist new clients with accessing their accounts, and the ...

BCU

Assoc II, Client Services

Vernon Hills, IL · On-site

$60K - $90K/yr

... client-facing role provides general operational support for the department. The Associate will ... and reporting conventions as needed. Assist new clients with accessing their accounts, and the ...

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Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Cary, IL

Client Reporting Associate information

See Cary, IL salary details

$11.2K

$69.4K

$142K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Cary, IL is $69,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $88,800.00 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 job categories do people searching Client Reporting Associate jobs in Cary, IL look for? The top searched job categories for Client Reporting Associate jobs in Cary, IL are:
What cities near Cary, IL are hiring for Client Reporting Associate jobs? Cities near Cary, IL with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Client Service Associate

Kestra Financial

Schaumburg, IL • On-site

$14.25 - $19.75/hr

Other

Posted 9 days ago

Job description

Client Service Associate Summary

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

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