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Client Reporting Associate Jobs in Ludlow, MA (NOW HIRING)

SS&C

Associate Manager

Windsor, CT · Hybrid

Participate in client due diligence meetings and present on investor services capabilities ... reports and metrics related to investor activity and team performance. Required Experience

Way Finders

Program Associate (Bilingual)

Springfield, MA · On-site

$18 - $20.50/hr

... reports, documents, and correspondence in a clear and timely manner • Perform general clerical ... client eligibility determinations; general research; and training on guidelines, processes, and ...

ArcBest

Associate Account Manager Enfield, CT

Enfield, CT · On-site

$26.93 - $30.77/hr

Complete sales and performance reports, as instructed and/or as Company guidelines require ... Client Relationship Management * Embracing Challenge * Managing Multiple Priorities * Negotiating

KnitWell Group

Part Time Sales Lead

Holyoke, MA · On-site

Coaching Associates "in the moment" on client interactions & performance to maximize productivity ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

Spar Group

Retail Store Stocking Associate

Brookfield, MA · On-site

$16 - $18.25/hr

Review project instructions and client expectations before each assignment * Execute merchandising ... Complete required reporting, including photos and project documentation, using a mobile device

Spar Group

Retail Store Stocking Associate

Palmer, MA · On-site

$15.50 - $17.75/hr

Review project instructions and client expectations before each assignment * Execute merchandising ... Complete required reporting, including photos and project documentation, using a mobile device

Spar Group

Retail Store Stocking Associate

Enfield, CT · On-site

$15.50 - $17.75/hr

Review project instructions and client expectations before each assignment * Execute merchandising ... Complete required reporting, including photos and project documentation, using a mobile device

Spar Group

Retail Store Stocking Associate

Bloomfield, CT · On-site

$15.25 - $17.50/hr

Review project instructions and client expectations before each assignment * Execute merchandising ... Complete required reporting, including photos and project documentation, using a mobile device

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Ludlow, MA

Client Reporting Associate information

See Ludlow, MA salary details

$11.5K

$71.9K

$147K

How much do client reporting associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client reporting associate in Ludlow, MA is $71,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $91,900.00 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 cities near Ludlow, MA are hiring for Client Reporting Associate jobs?

Cities near Ludlow, MA with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Ludlow, MA 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 $71,862 per year, or $34.5 per hour.

Associate Manager

SS&C

Windsor, CT • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Key responsibilities

  • Manage and mentor a team of Investor Services professionals.

  • Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity.

  • Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries and resolving issues.

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Job Title: Associate Manager, Investor Services

Locations: New York, NY| Union, NJ | Windsor, CT | Braintree, MA | Jacksonville, FL- Hybrid

About the Role

As the backbone of the investment world, SS&C is committed to excellent clientserviceand our Investor Services teams are fundamental to the deliveryof that service.Our Investor ServicesAssociateManagerscollaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.

  • Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.

  • Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.

  • Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.

  • Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.

  • Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.

  • Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.

  • Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.

  • Participate in client due diligence meetings and present on investor services capabilities.

  • Assist in the preparation of management reports and metrics related to investor activity and team performance.

Required Experience

  • Bachelor's Degree in Finance, Business Administration or similar field

  • 6+ years' experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity

  • Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.

  • Demonstrated ability to manage complex projects and work effectively with corporate executives.

  • Excellent communication skills, including written, listening and presentation abilities

  • Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.

  • Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)

  • Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.

What Sets You Apart (preferred qualifications)

  • FINRA Series 6 or 7 license preferred but not required.

  • Proficiency in investor relations software and Microsoft Office Suite (especially Excel).

  • Exceptional organizational skills and attention to detail.

  • Ability to work effectively in a fast-paced, deadline-driven environment.

  • Strong problem-solving and analytical abilities.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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