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Client Reporting Associate Jobs in Lititz, PA (NOW HIRING)

EVERENCE SERVICES,

Client Services Representative

Ephrata, PA · On-site

$15.75 - $21.50/hr

Prepare client appointment materials including various client reports, forms, and other applicable ... Minimum of an associate's degree in business or related field preferred Experience: At least two ...

Eurofins

Associate Data Review Scientist

Lancaster, PA · On-site

$57K - $57K/yr

... reports under CGMP guidelines, assisting with internal audits, review of scientific reports to ... Ensure that the client receives quality data by reviewing laboratory data for accuracy, clarity ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Lititz, PA

Client Reporting Associate information

See Lititz, PA salary details

$10.2K

$63.4K

$129.7K

How much do client reporting associate jobs pay per year?

As of Jul 23, 2026, the average yearly pay for client reporting associate in Lititz, PA is $63,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $81,100.00 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 Lititz, PA look for? The top searched job categories for Client Reporting Associate jobs in Lititz, PA are:
What cities near Lititz, PA are hiring for Client Reporting Associate jobs? Cities near Lititz, PA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Lititz, PA 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 $63,414 per year, or $30.5 per hour.
Registered Client Service Associate

Registered Client Service Associate

Smoker & Company LLC

Ephrata, PA

Full-time

Medical, Dental, Vision, Retirement

Posted 22 days ago

Job description

Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team. In this comprehensive role, you will serve as a crucial liaison between our clients and financial advisors, ensuring exceptional service and client satisfaction.

As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Your ability to build relationships, combined with a strong understanding of our clients' needs, will play a pivotal role in enhancing their experience with our firm. If you are looking to advance your career in the financial industry while supporting clients in achieving their financial goals, we encourage you to apply!

Requirements

       Previous experience in a client service or financial advisory role is highly preferred.

       Exceptional interpersonal and communication skills, both verbal and written.

       Proven ability to manage multiple tasks efficiently while maintaining attention to detail.

       Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail.

       Ability to pass a criminal and financial background check.

Roles/Duties:

       Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts.

       Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation.

       Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately.

       Assist clients with account openings, transfers, and related activities.

       Maintain accurate and up-to-date client records within Redtail CRM and imaging systems.

       Ensure confidentiality and security of client information as per company policies and industry regulations.

       Help organize client events and marketing initiatives to enhance client engagement.

       Participate in process improvements to enhance operational efficiency and client service.

       Other duties as assigned.

This position offers pathways for advancement within our firm, including opportunities to progress to advisory roles based on performance and licensure.

Benefits

  • Medical, Dental, Vision Insurance
  • 401K Match
  • Opportunities for professional growth and career advancement

Apply