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Client Reporting Associate Jobs in Chester, PA (NOW HIRING)

UBS

Client Associate

Conshohocken, PA · 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 • ...

JPMorgan Chase & Co.

Cost Basis Associate

Newark, DE · On-site

$65 - $90/hr

... client reporting and regulatory compliance. Join a team that values collaboration, continuous ... Job summary As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy ...

Pathstone

Client Manager

Conshohocken, PA

... Associates on operational matters, such as recon, reporting, account opening/transfers, etc ... Strong analytical, quantitative, problem-solving, and client service skills. * Proactive, detail ...

Pathstone

Client Manager

Conshohocken, PA · On-site

... Associates on operational matters, such as recon, reporting, account opening/transfers, etc ... Strong analytical, quantitative, problem-solving, and client service skills. * Proactive, detail ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Chester, PA

Client Reporting Associate information

See Chester, PA salary details

$10.6K

$66K

$135.1K

How much do client reporting associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client reporting associate in Chester, PA is $66,029.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $84,400.00 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 Chester, PA?

For Client Reporting Associate jobs in Chester, PA, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Chester, PA look for?

The top searched job categories for Client Reporting Associate jobs in Chester, PA are:

What cities near Chester, PA are hiring for Client Reporting Associate jobs?

Cities near Chester, PA with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Non Registered Client Associate - Citadel Wealth Management

Citadel

West Chester, PA • On-site

Full-time

Re-posted 18 days ago

Job description

Job Overview

Are you strong team player who is passionate about providing superior service?

Citadel Credit Union is currently looking to fill an opening for a Non-Registered Client Associate. In this role, the ideal candidate will assist one or more Financial Advisor’s with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients.

Responsibilities

  • Process new account applications, and maintenance requests by copying, mailing, scanning, and uploading to broker dealer platform. Review materials for completeness and accuracy.
  • Assist advisors in organizing and implementing productivity-based campaigns
  • Build and foster strong client relationships through superior member service.
  • Perform clerical functions related to opening client accounts, maintenance requests but copying, mailing, scanning, and uploading documents.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
  • As requested, schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
  • Work directly with broker-dealer, annuity, and fund companies as directed.
  • Utilize available technology and tools to support efficient and effective time management.

Non-registered Client Associates may not volunteer quotes or other stock information to clients.

Qualifications and Education Requirements

  • High School Diploma
  • Bachelor’s Degree (preferred)
  • Minimum of five years of customer service and financial industry experience
  • Proficient skills in Microsoft Office products
  • FINRA SIE exam is required

Additional Skills/Notes

  • Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members
  • Dependable, responsible contributor committed to excellence and success
  • Highly motivated self-starter who can work independently with minimal supervisior
  • Must display traits such as integrity, work ethic and team-orientation
  • Ability to build and foster strong client relationships

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