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

RKL

Client Service Associate

Reading, PA · On-site

$60K - $70K/yr

Client Service Associate The Client Service Associate performs tasks and duties related to ... reporting. Responsibilities Works closely with Advisors to understand overall client financial ...

Smoker & Company

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

... Client Service Associate to serve as a key client contact while providing administrative ... Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity.

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 Aug 12, 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 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

RKL

Reading, PA • On-site

$60K - $70K/yr

Other

Retirement

Posted 20 days ago

Job description

Client Service Associate

The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting.

Responsibilities

Works closely with Advisors to understand overall client financial situation to provide support in creating and delivering an exceptional client experience.

Build and maintain client relationships and participate in meetings as needed.

Responsible for details and accuracy of all client service tasks including meeting preparation, note-taking, documentation in the CRM program, completing new account documentation, proposal generation, account billing, transfers, deposits, withdrawals, distributions, and other account activity.

Collaborate with internal teams to resolve any client service related issues as they arise.

Work closely with internal team to review, monitor and enhance firm processes to improve client experience and attract new clients.

Receive, direct and handle telephone calls, faxes, emails and mail in a professional and courteous manner.

Ensure all documentation is completed accurately and in a timely manner to meet internal deadlines.

Maintain high level of organization and prioritize work appropriately to meet deadlines.

Handle multiple tasks at one time and respond to client and coworker requests in a timely manner.

Demonstrate awareness and adherence to firm policies and procedures.

Maintain confidentiality with external client information as well as internal employee and firm information.

People Management/Relationships

Take initiative to be a team player (seek out opportunities to help others).

Treat everyone with respect; develop loyalty and trust within the team.

Successfully adapt to different personalities and working styles.

Proactively and effectively communicate information regarding status issues to team members.

Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions.

Required Skills

Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions in a clear, concise and professional manner.

Problem solving skills; ability to shift focus and adapt to changes.

Ability to create and drive a positive business culture.

Strong multitasking skills with ability to prioritize work as necessary.

Consistently accurate with great attention to detail and organization.

Education, Experience and Certifications

Associate's degree or commensurate experience. Bachelor's degree in related business field is preferred.

3+ years of experience administrative/operations management within a financial or professional services environment.

Series 65 license or ability to obtain license within 3 months of hire.

ASPPA Qualified 401(k) Administrator designation able to be obtained.

Knowledge of general investment and finance principles/strategies (e.g. Retirement plans, trusts, stock market etc.)

Firm understanding of wealth management, taxable vs non-taxable accounts and other industry- specific practices.

Proficiency with Microsoft Office Suite (Word, Excel and Outlook).

Essential Functions

Must be able to remain in a stationary position as needed.

The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.

Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

Ability to communicate in a professional manner and exchange information with internal and external actors as needed.

Ability to lift/carry up to 20 pounds.

Ability to work outside of normal business hours and weekends as needed.

Ability to travel to local and non-local clients as needed, overnight travel may be required.

This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range: $60,000 - $70,000

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