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Client Reporting Associate Jobs in Fullerton, CA

Standish Management

Associate

Los Angeles, CA

$69K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Standish Management

Associate

Los Angeles, CA · On-site

$69K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

UBS

Registered Client Associate

Los Angeles, CA · On-site

$65K - $75K/yr

... a Registered Client Associate to: Keep management systems up to date with accurate client ... reports and materials for client meetings Gather and verify documentation for new accounts and ...

Halbert Hargrove

Be Seen First

Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

The Associate Client Service Manager maintains open communication with clients and team members ... Work Location This position is eligible for a hybrid work schedule reporting from the office in ...

Whittier Trust

Client Advisory Associate

Pasadena, CA · On-site

$75K - $90K/yr

Position Summary The Client Advisory Associate supports Senior Client Advisors with account ... Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Fullerton, CA

Client Reporting Associate information

See Fullerton, CA salary details

$11.5K

$71.4K

$146.1K

How much do client reporting associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for client reporting associate in Fullerton, CA is $71,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $91,300.00 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 job categories do people searching Client Reporting Associate jobs in Fullerton, CA look for? The top searched job categories for Client Reporting Associate jobs in Fullerton, CA are:
What cities near Fullerton, CA are hiring for Client Reporting Associate jobs? Cities near Fullerton, CA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Fullerton, CA as of July 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $71,412 per year, or $34.3 per hour.
Senior Reporting Associate

Senior Reporting Associate

Beacon Pointe Advisors LLC

Newport Beach, CA

$75K - $85K/yr

Full-time

Posted 5 days ago

Job description

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Reporting Associate. The Senior Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

Responsibilities

  • Input and updating of client information into various internal systems.
  • Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures.
  • Conduct various audits to ensure data accuracy.
  • Monitor data synchronization between reporting system and CRM.
  • Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues.
  • Daily research and assignment of security classifications utilizing various sources of information.
  • Manage and support the custom process of reporting on Alternative Investments.
  • Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies.

Qualifications

  • Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred).
  • 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred).
  • Proficiency in Microsoft Office applications (advanced Excel skills preferred).
  • Proficiency in working with multiple data sets and databases.
  • Advanced technical aptitude & superior troubleshooting skills.
  • Strong commitment to detail with excellent organization and prioritization skills.
  • Proven ability to work in a fast-paced, evolving work environment.
  • Excellent interpersonal and verbal/written skills.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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