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Client Reporting Associate Jobs in Lake Stevens, WA

Standish Management

Associate

Seattle, WA · Hybrid

$78K/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

Seattle, WA · On-site

$78K/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 ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$35K - $90K/yr

... reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

D.A. Davidson

Registered Client Associate

Everett, WA

$55K - $65K/yr

You can learn more about our company culture and impact in our latest annual report. Summary ... At least two years previous experience as a Registered Client Associate. * Post-Secondary education ...

D.A. Davidson

Registered Client Associate

Seattle, WA · On-site

$30 - $36/hr

You can learn more about our company culture and impact in our latest annual report. Summary ... Some previous experience as a Registered Client Associate is preferred. * Post-Secondary education ...

D.A. Davidson

Registered Client Associate

Everett, WA · On-site

$55K - $65K/yr

You can learn more about our company culture and impact in our latest annual report. Summary ... At least two years previous experience as a Registered Client Associate. Post-Secondary education ...

D.A. Davidson

Registered Client Associate

Seattle, WA · On-site

$30 - $36/hr

You can learn more about our company culture and impact in our latest annual report. Summary ... Some previous experience as a Registered Client Associate is preferred. Post-Secondary education ...

D.A. Davidson

Registered Client Associate

Seattle, WA · On-site

$30 - $36/hr

You can learn more about our company culture and impact in our latest annual report. Summary ... Registered Client Associate is preferred. • Post-Secondary education preferred. • Solid ...

D.A. Davidson

Registered Client Associate

Everett, WA · On-site

$55K - $65K/yr

You can learn more about our company culture and impact in our latest annual report. Summary ... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft ...

Wells Fargo

Registered Client Associate

Lynnwood, WA · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... reporting of certain incidents. * This position is not eligible for Visa sponsorship. Posting ...

Keybank

KPB Client Service Associate - Trust

Seattle, WA · On-site

$25 - $38.46/hr

Prepares various reports, correspondence, technical documents and special projects as requested ... Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank ...

Wedbush

Registered Client Service Associate

Seattle, WA · On-site

$30 - $33.65/hr

Our Seattle office is currently seeking a Registered Client Service Associate to provide ... expense reports in a timely manner Research, plan, and arrange detailed travel itineraries ...

Baird

Associate Financial Advisor

Seattle, WA · On-site

$71K - $97K/yr

Prepare client reports for clients. * Prepare and maintain models and trade activity history ... Associate Financial Advisor role. * Must hold SIE, Series 7/66 or Series 7/63/65 licenses.

RIA Recruiting

Client Service Associate

Seattle, WA · Hybrid

$80K - $100K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Run reports and proposals in Orion Requirements: * 3 years of financial services experience * Adept ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Lake Stevens, WA

Client Reporting Associate information

See Lake Stevens, WA salary details

$12K

$75K

$153.3K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Lake Stevens, WA is $74,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $95,800.00 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 Lake Stevens, WA look for? The top searched job categories for Client Reporting Associate jobs in Lake Stevens, WA are:
Client Reporting Associate jobs near you

Associate

Standish Management

Seattle, WA • Hybrid

$78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Position Overview:

Standish Management is looking for associates to join our fund administration team. With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client reporting software to compiling quarterly reports for limited partners and from investor correspondence to addressing the accounts payables and receivables for the clients.

Responsibilities:

  • Data entry of financial and client information into recordkeeping system
  • Serve as an essential part of the fund administration team
  • Responsible for maintaining and updating various filing system
  • Assisting with the preparation of information and data for capital calls, distributions, and allocations to investors
  • Corresponding with investors' requests regarding the fund information
  • Responsible for the clients' management companies accounts payables and receivables
  • Monthly reconciliation of bank accounts and quarterly reporting to the Limited Partners

Qualifications and Experience:

  • Bachelor's Degree in Accounting or Finance related field
  • Strong academic performance (minimum 3.0 GPA)
  • Proficiency in Microsoft Office applications, particularly Excel
  • Familiarity with QuickBooks (not required, is a plus)
  • Knowledge of various investment accounting concepts
  • Attention to detail
  • Ability to multitask
  • Ability to work in a team and individually
  • Ability to effectively communicate to team members
  • Strong organizational skills and work ethic

Benefits Include: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays along with year-end office closure
  • We provide a hybrid work environment for all employees. 

*Compensation $78,000 annually. Compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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