ZipRecruiter

Log In

1

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

Adlook

Client Development Associate

Chicago, IL · On-site

Client Development Associate As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role ...

Segal McCambridge

Associate Attorney

Chicago, IL · On-site +1

$100K - $155K/yr

Our associates are given substantial responsibility early and are supported by partners who are ... Experience handling depositions, discovery, client reporting, and case management responsibilities

Segal McCambridge

Associate Attorney

Chicago, IL · Hybrid

$100K - $155K/yr

Our associates are given substantial responsibility early and are supported by partners who are ... Experience handling depositions, discovery, client reporting, and case management responsibilities

Segal McCambridge

Associate Attorney (Remote)

Chicago, IL · Remote

$100K - $155K/yr

Our associates are given substantial responsibility early and are supported by partners who are ... Experience handling depositions, discovery, client reporting, and case management responsibilities

UBS

Client Associate, Registered

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 Join us At UBS, we know that it's our people, with their diverse ...

UBS

Client Associate, Registered

Northbrook, IL · On-site

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests Join us At UBS, we know that it's our people, with their diverse ...

Adlook

Client Development Associate

Chicago, IL · On-site

As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role will be based on consultative ...

Adlook

Client Development Associate

Chicago, IL · On-site

As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role will be based on consultative ...

Adlook

Client Development Associate

Chicago, IL · On-site

As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role will be based on consultative ...

William Blair

Associate I, Client Relations

Chicago, IL

$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 ...

previous pagenext page

Showing results 21-40

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

Client Reporting Associate information

See Chicago, IL salary details

$11.3K

$70.6K

$144.3K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Chicago, IL is $70,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $90,200.00 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 Chicago, IL? The most popular types of Client Reporting jobs in Chicago, IL are:
What are popular job titles related to Client Reporting Associate jobs in Chicago, IL? For Client Reporting Associate jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Chicago, IL look for? The top searched job categories for Client Reporting Associate jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Client Reporting Associate jobs? Cities near Chicago, IL with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Financial Advisory - Client Service Associate

Kestra Holdings

Lincolnshire, IL • On-site

Full-time

Medical, Retirement

Re-posted 11 hours ago

Job description

Lead with Purpose. Partner with Impact.
Client Relations Associatewill be responsible for delivering exceptional client service, supporting advisors, and ensuring smooth day-to-day operations. This role serves as a primary point of contact for clients, helping maintain strong relationships while ensuring accuracy, responsiveness, and compliance in all client interactions.
What You'll Do:
  • Serve as a primary contact for client inquiries and service requests
  • Build and maintain strong client relationships through proactive communication
  • Assist clients with account-related questions, paperwork, and follow-ups
  • Coordinate client meetings, including preparation and post-meeting follow-up
  • Prepare and process new account applications and onboarding documentation
  • Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.)
  • Monitor account activity and ensure timely execution of transactions
  • Maintain accurate client records in CRM and custodial platforms
  • Support advisors in meeting preparation, including performance reports and financial planning materials
  • Generate client reports and assist in portfolio review preparation
  • Track and follow up on outstanding client action items
  • Assist with implementation of financial plans and investment recommendations
  • Ensure all activities comply with SEC/FINRA regulations and firm policies
  • Maintain organized client files and documentation (digital and physical)
  • Assist with compliance audits, reporting, and documentation requests
  • Identify process improvement opportunities to enhance efficiency
  • Coordinate with custodians, third-party providers, and internal teams
  • Manage task workflows and deadlines to ensure timely service delivery
  • Support special projects and operational initiatives as needed

What You Bring:
  • Bachelor's degree in business, finance, or related field, or recent graduate
  • Experience in financial services, wealth management, or client service is a plus
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office (Excel, Word, Outlook)

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Apply