Client Associate
Philadelphia, PA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management ... with the preparation of reports and other materials for client meetings collect the right ...
Client Associate
Philadelphia, PA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management ... with the preparation of reports and other materials for client meetings collect the right ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process • Assisting with general in-office support ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process • Assisting with general in-office support ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process Assisting with general in-office support functions ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process • Assisting with general in-office support ...
Registered Client Service Associates provide exceptional service to our clients and support ... reports and managing the reimbursement process • Assisting with general in-office support ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Wealth Client Associate
Wilmington, DE · On-site
$24.87 - $41.45/hr
Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review ...
Client Service Associate
Wilmington, DE · Hybrid
$75K - $95K/yr
Client Service Associate - Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job ... Assisting with presentations, proposals, and reporting in Excel and PowerPoint. * Reviewing billing ...
Quick apply
Client Service Associate
Wilmington, DE · Hybrid
$75K - $95K/yr
Client Service Associate - Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job ... Assisting with presentations, proposals, and reporting in Excel and PowerPoint. * Reviewing billing ...
... and reporting of client accounts Provide inside sales and relationship management support for the advisor Facilitate in meeting preparation and welcoming clients to the office Maintain office ...
... and reporting of client accounts Provide inside sales and relationship management support for the advisor Facilitate in meeting preparation and welcoming clients to the office Maintain office ...
... and reporting of client accounts • Provide inside sales and relationship management support for the advisor • Facilitate in meeting preparation and welcoming clients to the office • Maintain ...
... and reporting of client accounts • Provide inside sales and relationship management support for the advisor • Facilitate in meeting preparation and welcoming clients to the office • Maintain ...
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree in related field is required ...
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree in related field is required ...
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree in related field is required ...
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree in related field is required ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Prepares financial reports, spreadsheets and other materials for client meetings. * Inputs orders ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Prepares financial reports, spreadsheets and other materials for client meetings. * Inputs orders ...
Client Reporting Associate information
See Exton, PA salary details
$10.6K - $21.9K
0% of jobs
$21.9K - $33.3K
0% of jobs
$39.2K is the 25th percentile. Wages below this are outliers.
$33.3K - $44.6K
47% of jobs
$44.6K - $55.9K
0% of jobs
The median wage is $57K / yr.
$55.9K - $67.2K
27% of jobs
$68.6K is the 75th percentile. Wages above this are outliers.
$67.2K - $78.5K
2% of jobs
$78.5K - $89.8K
12% of jobs
$89.8K - $101.2K
3% of jobs
$101.2K - $112.5K
0% of jobs
$112.5K - $123.8K
3% of jobs
$123.8K - $135.1K
5% of jobs
$10.6K
$66.1K
$135.1K
How much do client reporting associate jobs pay per year?
As of Jul 23, 2026, the average yearly pay for client reporting associate in Exton, PA is $66,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 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 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?
| Aspect | Client Reporting Associate | Client Service Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, familiarity with reporting tools | Bachelor's degree, strong communication skills |
| Work Environment | Data analysis, report preparation, client reporting | Client communication, account management |
| Employer & Industry Usage | Financial services, asset management | Banking, financial institutions |
| Common Search & Comparison | Focus on reporting and data analysis | Focus 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 Exton, PA? For Client Reporting Associate jobs in Exton, PA, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Exton, PA look for? The top searched job categories for Client Reporting Associate jobs in Exton, PA are:
What cities near Exton, PA are hiring for Client Reporting Associate jobs? Cities near Exton, PA with the most Client Reporting Associate job openings:
Other
Posted 12 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
14th of 150 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of 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
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH