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Client Reporting Associate Jobs in Exton, 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 · 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 ...

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 Exton, PA

Client Reporting Associate information

See Exton, PA salary details

$10.6K

$66.1K

$135.1K

How much do client reporting associate jobs pay per year?

As of Sep 2, 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 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 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:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Exton, PA as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,063 per year, or $31.8 per hour.

Client Service Associate

International Search Consultants

Wilmington, DE • Hybrid

$14 - $19.50/hr

Full-time

Re-posted 17 days ago

Job description

Client Service Associate – Global Investment Firm (Delaware)

Location: Wilmington, DE (Hybrid)

Job Type: Full-Time | Experienced

Industry: Investment Management / Wealth Management


About the Firm

ISC’s team of Financial Services Recruiters is partnering with a growing global investment firm that provides customized investment management and advisory services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments.


The firm is expanding and looking for a Client Service Associate to join their Delaware office. This role offers direct exposure to UHNW clients with $200M+ in investable assets and long-term career growth in wealth management.


What You’ll Do

As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients. You’ll handle a variety of client service, operational, and project-based responsibilities, including:

  • Partnering with Wealth Advisors to support UHNW clients.
  • Coordinating with custodians and internal Operations teams to ensure accurate and timely processing.
  • Assisting with portfolio rebalancing, money movements, and document preparation.
  • Preparing new account paperwork, contracts, and subscription agreements.
  • Managing account openings/closings (SMA and brokerage).
  • Handling KYC profiles, searches, and compliance documentation.
  • Processing cash and security movements (deposits, withdrawals, wires, gifting, journals).
  • Assisting with presentations, proposals, and reporting in Excel and PowerPoint.
  • Reviewing billing for accuracy.
  • Maintaining and updating client databases and portfolio/account management systems (Salesforce, Addepar, Black Diamond).


What We’re Looking For

  • Bachelor’s degree required (Finance or Business preferred).
  • 5+ years of UHNW client servicing experience.
  • Advanced Microsoft Office skills (Excel, PowerPoint, Adobe Acrobat).
  • Strong attention to detail, highly organized, and self-motivated.
  • Interest in technology, investment management, and client solutions in a fast-paced environment.


What’s in It for You

  • Collaborative, passionate, and growth-oriented culture.
  • Excellent long-term career development opportunities.
  • Competitive base salary + annual bonus.
  • Outstanding benefits package with very low cost for employees and families.
  • Fun, dynamic, and supportive team environment.