ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Gallatin, TN (NOW HIRING)

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$70K - $90K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate ... Document notes, activities, workflows and reports in our CRM * Manage and execute client ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$70K - $90K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate ... Document notes, activities, workflows and reports in our CRM * Manage and execute client ...

BluWave

Client Solutions Associate

Brentwood, TN · On-site

$13.75 - $19/hr

... Client Solutions Associate position who can work efficiently either by themselves or while ... reporting responsibilities. At BluWave, you'll be intimately learning how businesses are built ...

BluWave, LP

Client Solutions Associate

Brentwood, TN · On-site

$13.75 - $19/hr

... Client Solutions Associate position who can work efficiently either by themselves or while ... reporting responsibilities. At BluWave, you'll be intimately learning how businesses are built ...

Jatca

Client Manager

Nashville, TN · On-site

Maintain customer relationships through regular contact, follow up reporting, and ensuring 100 ... Associate or bachelor's degree in marketing, business, or engineering discipline. * 3+ years sales ...

previous pagenext page

Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Gallatin, TN

Client Reporting Associate information

See Gallatin, TN salary details

$10.3K

$64.3K

$131.6K

How much do client reporting associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client reporting associate in Gallatin, TN is $64,332.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $82,200.00 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 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 Gallatin, TN?

For Client Reporting Associate jobs in Gallatin, TN, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Gallatin, TN look for?

The top searched job categories for Client Reporting Associate jobs in Gallatin, TN are:

What cities near Gallatin, TN are hiring for Client Reporting Associate jobs?

Cities near Gallatin, TN with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Gallatin, TN as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $64,332 per year, or $30.9 per hour.

Client Service Associate

Leading Financial Advisory Firm

Nashville, TN • On-site

$70K - $90K/yr

Full-time

Retirement

Re-posted 12 days ago

Job description

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well.
Compensation:
  • Salary range of $70K-90K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with employer match
  • Room for development into an operations role

Responsibilities include:
  • Respond to client requests with timeliness and accuracy
  • Process account opening applications, transfer paperwork, money movements and/or other various interactions with custodian(s).
  • Document notes, activities, workflows and reports in our CRM
  • Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • Assist with some compliance tasks under the direction of our Chief Compliance Officer
  • Solve issues as they arise with the goal of providing excellent client service

Requirements:
  • 1 year of financial services experience
  • Adept and skilled with technology - we are a tech-forward firm. Mac experience is a plus
  • Series 65 or the ability to obtain in the first 6 months
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well with clients and colleagues and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

Our firm's core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

Apply