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

TAIT Careers

Client Support Manager

Lititz, PA

Strong communication skills for effective team collaboration and reporting. * Problem-Solving ... Associates or Bachelors degree preferred * 5+ years experience working in a customer support or ...

TAIT

Client Support Manager

Lititz, PA · On-site

$70 - $90/hr

Strong communication skills for effective team collaboration and reporting. * Problem-Solving ... Associates or Bachelors degree preferred * 5+ years experience working in a customer support or ...

New

Sentry Insurance

Client Technician - 401K

Stevens, PA · Hybrid

$16.50 - $22.25/hr

Provides operational and administrative support activities to the 401(k) Client teams and ... Meal Subsidy available for associates who report to an office: * Offices without a cafeteria, $15 ...

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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 Sep 2, 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 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 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 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 $63,414 per year, or $30.5 per hour.

Client Service Associate

Smoker & Company LLC

Ephrata, PA • On-site

$24 - $35/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Smoker Wealth Management LLC

Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. With offices in Leola and Ephrata, our team is committed to exceptional client service, lasting relationships, and helping clients pursue their financial goals.

Position Overview

Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors. This role helps ensure a seamless client experience through account administration, accurate records, client communications, and event support.

The ideal candidate is organized, service-minded, and comfortable managing multiple priorities in a fast-paced environment. Financial services experience is preferred, but we are willing to train a motivated professional eager to grow in wealth management.

Requirements

Qualifications

Required

  • Strong verbal and written communication skills, including professional business correspondence.
  • Excellent attention to detail, organization, and ability to manage multiple priorities.
  • Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams.
  • Ability to learn new technology, adapt to changing processes, and maintain confidentiality.
  • Ability to successfully pass criminal and financial background checks.

Preferred

  • Experience in financial services, wealth management, banking, insurance, accounting, or a related business environment.
  • Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or electronic records management.
  • Industry registration or securities licenses are a plus, such as SIE, Series 7, Series 66, or equivalent.
  • Prior experience supporting advisors, financial professionals, or client service teams.

Desired Skills and Attributes

  • Exceptional client service, relationship-building, and communication skills.
  • Professional, positive, team-oriented, and self-motivated.
  • Strong problem-solving, critical-thinking, accuracy, and follow-through.
  • Adaptable, responsive, and able to prioritize competing responsibilities.
Key Responsibilities

Client Service and Relationship Management

  • Serve as a primary client contact, providing prompt, professional, and courteous service.
  • Build strong client relationships and respond to inquiries in person, by phone, and electronically.
  • Assist with account-related questions and escalate complex matters to Financial Advisors when appropriate.
  • Provide a welcoming, professional experience for clients and visitors.

Advisor Support and Account Administration

  • Support Financial Advisors with daily administrative, scheduling, and operational activities.
  • Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity.
  • Process account openings, transfers, asset movements, deposits, and other transactions.
  • Manage workflows to ensure timely completion of client requests and service needs.

Compliance and Record Management

  • Maintain accurate client records in Redtail CRM, imaging systems, compliance logs, and related records.
  • Ensure documentation and transactions follow company policies and regulatory requirements.
  • Maintain strict confidentiality and security of client information.
  • Support compliance initiatives and administrative requirements as directed.

Marketing, Events, and Operational Support

  • Prepare client mailings, communications, and marketing materials in accordance with compliance guidelines.
  • Assist with client appreciation events, educational seminars, and marketing initiatives.
  • Support office operations, administrative functions, and process improvement efforts.
  • Collaborate with team members and perform other duties as assigned.

Benefits

Why Join Us

This is an excellent opportunity to join a respected, growing wealth management firm where client service is central to everything we do. The Client Service Associate supports advisors, strengthens client relationships, and helps ensure efficient day-to-day operations.

The position offers opportunities for professional growth, continued learning, and advancement based on performance.

Compensation and Benefits

Smoker Wealth Management LLC offers a competitive compensation and benefits package, including:

  • Competitive salary range of $24-$35 per hour (based on experience).
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Paid time off and paid holidays.
  • Professional development and career advancement opportunities.
  • Supportive and collaborative team environment.

Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibit discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law