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

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 ...

Stifel

Registered Client Service Associate

Chicago, IL

$46K - $70K/yr

Provide reports and other information to FA(s), as requested. * Perform calling activities, not ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Client Service Associate - NR

Lake Forest, IL · On-site

$41K - $62K/yr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Lake Forest, IL · On-site

$41K/yr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Registered Client Service Associate

Chicago, IL · On-site

$46K - $70K/yr

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with ... Provide reports and other information to FA(s), as requested. * Perform calling activities, not ...

Stifel

Registered Client Service Associate

Chicago, IL · On-site

$46K/yr

Provide reports and other information to FA(s), as requested. * Perform calling activities, not ... Registered Client Service Associates may highlight a service or product but may not discuss ...

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

... 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

$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 • ...

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Showing results 1-20

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 Jul 2, 2026, the average yearly pay for client reporting associate in Chicago, IL is $70,565.00, 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 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

Business Immigration Associate (3-4 years)

Fragomen, Del Rey, Bernsen & Loewy, LLP

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Job Description
About the Role: A career as a Business Immigration Associate at Fragomen gives you the opportunity to work with a smart, motivated, and diverse peer group. Our exclusive focus on immigration means you will practice in an exciting, dynamic, and challenging environment with talented individuals who share your passion for immigration. Working in a collegial, team-oriented environment, Fragomen Associates learn from the industry's leading experts. Our unwavering dedication to excellence and industry best practices is bolstered by cutting-edge technological innovation, enhancing the experience for both our clients and our exceptional staff.
How will you make a difference as an Associate at Fragomen?
  • Develop an expert-level understanding of your client base and the industries you support as well as the firm's practice areas and services provided.
  • Positioned as a senior member of the client team, independently oversee, and manage assignments with minimal supervision.
  • Utilize legal precedents to address specific client situations or requests and develop creative solutions.
  • Research complex technical immigration issues and formulate solutions, including completion of appropriate documentation.
  • Independently execute case preparation and filing and develop strategies for complex matters.
  • Articulate relatively complex issues to a variety of audiences.
  • Understand the business strategy of the practice area and the firm as a whole.
  • Build, strengthen, and maintain strong client relationships with key stakeholders in client accounts, as well as Partners and other relevant stakeholders, (e.g., take part in client meetings, briefings, workshops, Q&A sessions, proactively provide client reporting etc.).
  • Proactively communicate with clients, within SLAs/team protocols and with a precise, efficient, thoughtful, and organized response.
  • Directly or indirectly supervise junior Associates and other staff, providing mentoring, coaching, and performance management.
  • Ensure self and team follow firm protocols with respect to file maintenance, record keeping and use of firm's systems including data quality in Connect and other firm technology.
  • Meet individual and team productivity goals and identify opportunities to cross sell or bill for out-of-scope services.
  • Proactively identify and implement opportunities to improve quality, efficiency, and standardization of processes, products, or services.
  • Proactively identify and take part in marketing and business development opportunities.
  • Ensure self and team follow documented firm standards and policy to mitigate risk and ensure regulatory, operational and client compliance.
  • Engage, collaborate, and share knowledge with teams locally, regionally, and firmwide.
  • Other duties as required.

Leverage your valuable skills and experience to make an impact at Fragomen:
  • U.S. JD or LLM required
  • Member of a US State bar or Washington DC bar association
  • 3-5 years of experience at Associate level
  • Exceptional working knowledge and understanding of immigration law
  • Prior team management experience preferred
  • Excellent written and verbal communication skills
  • Dedication to exceptional client service
  • Demonstrated attention to detail
  • Strong analytical and problem-solving skills
  • Ability to multi-task in a fast-paced environment with competing demands
  • Ability to contribute to a positive work environment

Benefits:
At Fragomen, we know that great people make a great organization. We value our people and offer employees a broad range of benefits which includes:
  • 27 PTO days + Federal holidays
  • Medical, Dental, and Vision plans + FSA & HSA Plans
  • 401K plan, with company matching

Learn More About Fragomen:
Please take time to read About Us, explore the Meaningful and Impactful Work we do for our clients, and review the standard Benefits we offer. You can find all the material to the right of this page.
Compensation:
The salary range for this role reflects a variety of factors considered in compensation decisions, including but not limited to an individual's skills, experience, qualifications, work location, work arrangement, licensure and certifications, and applicable laws. Placement within the range will vary based on these factors, and compensation decisions are made to ensure internal equity and alignment with market data.
A reasonable and good-faith estimate of the current salary range for individuals able to work a hybrid schedule in the office locally is:
$158,000.00 - $198,000.00
You may also be eligible to take advantage of our benefits offering, 401K, and paid time off plans.
All offers and/or employment contracts are contingent upon the successful completion of the Firm's pre-employment screening process. This process may include verifying the candidate's identity, confirming legal authorization to work in the offered position's location, and conducting a comprehensive background check, where permitted by local regulations. We use limited AI-assisted tools for administrative screening purposes only - never for decision-making. All hiring decisions are made by people. Applicants may have rights to information and explanations regarding the use of such tools, or request human review, as required by applicable regional laws.

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