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Client Reporting Associate Jobs in Fullerton, CA

Halbert Hargrove

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Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

Newport Beach, CA · On-site

$65K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

UBS

Registered Client Associate

Seal Beach, CA · On-site

$65K - $75K/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 • ...

Stifel

Registered Client Service Associate

Irvine, CA

$55K - $73K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Registered Client Service Associate

Irvine, CA

$55K - $73K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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Showing results 21-40

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 Aug 17, 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 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 Fullerton, CA?

For Client Reporting Associate jobs in Fullerton, CA, the most frequently searched job titles are:

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 August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $71,412 per year, or $34.3 per hour.

Associate Client Service Manager

Halbert Hargrove

Long Beach, CA • On-site

$60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

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Job description

About Halbert Hargrove
Halbert Hargrove is a fee-only firm who provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.
Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.
About the Position
The Associate Client Service Manager is responsible for maintaining our clients’ accounts, including oversight of administrative and client documentation systems and ensuring that we continue to follow best practices as a fiduciary. The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork and guarantees client requests and needs are attended to.
Work Location
This position is eligible for a hybrid work schedule reporting from the office in Downtown Long Beach twice a week. Additional in-office days may be required for urgent support, events, meetings, etc.
Compensation & Benefits
The compensation for this position is $60,500. This position is also eligible for an annual discretionary bonus of up to $8,500. Benefits include:

  • Medical insurance
  • Dental and vision insurance
  • Retirement plan
  • Unlimited responsible paid time off
  • Paid sick leave
  • Paid holidays
  • Profit sharing
  • Childcare match
  • Professional development budget for continuing education credits, conferences and training
  • Health and wellness reimbursement
  • 529 plan match


Essential Position Responsibilities Include:
Client Service

  • Provide “wow” service to clients and prospects over the phone and by email.
  • Manage and schedule all client meetings
  • Track all tasks, keep track of all client meetings and keep detailed notes about client relationships.

Custodians

  • Draft new account paperwork for clients and prospects and account maintenance requests for clients.
  • Queue up disbursements from clients’ accounts on custodial platforms and send eSign documents.
  • Act as the team’s primary liaison with our multiple custodians.
  • Maintain accurate and up to date client information.

Team Support

  • Attend weekly team meetings and keep team agenda up to date.
  • Keep team informed of all timelines and workload.
  • Provide support, respond to, and follow up on team requests in a timely and accurate manner.
  • Additional responsibilities as assigned.


Qualifications:

  • Employment is contingent upon the satisfactory completion of a credit check.
  • Excellent interpersonal, verbal and written communication skills.
  • Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines.
  • Present a welcoming demeanor with the ability to develop and maintain client relationships.
  • High level of integrity and the ability to keep information confidential.
  • Bachelor’s Degree, preferred.


How to Apply
Thank you for your interest in the Associate Client Service Manager opportunity with Halbert Hargrove! Please submit your resume and cover letter for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).