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Client Reporting Associate Jobs in Leesburg, VA (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

Pathstone

Senior Associate, Client Advisory

Potomac, MD · On-site

$74K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * 1 - 3+ years of ...

Pathstone

Senior Associate, Client Advisory

Potomac, MD · Hybrid

$74K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * 1 - 3+ years of ...

Wells Fargo

Client Associate

Mclean, VA · On-site

  • Medical

  • Life

  • Retirement

  • PTO

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

Waverly Advisors LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Associate Frederick, MD Waverly Advisors' primary goal is to serve our clients, one ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

Montage Marketing Group

Associate, Client Success

Rockville, MD · On-site +1

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Success Associate partners with project leads, internal teams, and client stakeholders ... Exercise strong attention to detail and accuracy in project records, timesheets, expense reports ...

Montage Marketing Group

Associate, Client Success

Rockville, MD · On-site +1

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Success Associate partners with project leads, internal teams, and client stakeholders ... Exercise strong attention to detail and accuracy in project records, timesheets, expense reports ...

VCA Animal Hospitals

Client Service Supervisor

Fairfax, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... report on these issues to the Front Desk Manager • Responsible for the efficient day-to-day ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Review all quarterly reports and invoices, and schedules clients' quarterly reviews with advisors.

VCA Animal Hospitals

Client Service Supervisor

Fairfax, VA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and report on these issues to the Front DeskManager Responsible for the efficient day-to-day ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Truist Inc

Brokerage Registered Client Service Associate

Reston, VA · On-site

$15 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and ... Work in coordination with the Financial Advisor to ensure certain reports are reviewed and ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Leesburg, VA

Client Reporting Associate information

See Leesburg, VA salary details

$11.1K

$69.2K

$141.6K

How much do client reporting associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client reporting associate in Leesburg, VA is $69,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $88,500.00 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 Leesburg, VA?

For Client Reporting Associate jobs in Leesburg, VA, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Leesburg, VA look for?

The top searched job categories for Client Reporting Associate jobs in Leesburg, VA are:

What cities near Leesburg, VA are hiring for Client Reporting Associate jobs?

Cities near Leesburg, VA with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Leesburg, VA as of June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $69,234 per year, or $33.3 per hour.

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Reston, VA • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 13 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.