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Client Reporting Associate Jobs in Mukwonago, WI

Phenom People

Client Service Associate

Waukesha, WI

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service ... Goal oriented, self-motivated and results driven Reports To * Business Service Officer Morgan ...

Alphabe Insight

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

Client Service Associate Elevare Branding is a forward-thinking branding and business development ... reporting, and account updates * Support daily administrative and operational tasks * Build and ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... reporting, and account updates * Support daily administrative and operational tasks * Build and ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... reporting, and account updates * Support daily administrative and operational tasks * Build and ...

Elevare Branding

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... reporting, and account updates * Support daily administrative and operational tasks * Build and ...

Stifel

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

US Bank

Investor Services Associate

Milwaukee, WI

Associates are also responsible for reconciling trade information against clients' expected ... Distribution Notices ii. Distribution of Client Reports a. Capital Activity Reports b. Audited ...

U.S. Bank

Investor Services Associate

Milwaukee, WI · On-site

Associates are also responsible for reconciling trade information against clients' expected ... Distribution Notices ii. Distribution of Client Reports a. Capital Activity Reports b. Audited ...

UMB Financial

Transfer Agency Admin II

Milwaukee, WI

$49K - $95K/yr

Produce daily, monthly, and quarterly shareholder statistics and performance reports * Complete broker dealer questionnaires * Acts as liaison to TA associates, TA Managers, and Client Service Team ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Mukwonago, WI

Client Reporting Associate information

See Mukwonago, WI salary details

$10.9K

$67.5K

$138.1K

How much do client reporting associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for client reporting associate in Mukwonago, WI is $67,529.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $86,300.00 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.

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Mukwonago, WI as of June 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $67,529 per year, or $32.5 per hour.

Client Service Associate

Phenom People

Waukesha, WI

$14.50 - $20/hr

Other

Posted 17 days ago

Job description

Senior Client Service Associate

Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Client Support

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

Other

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • At least 5 years of industry experience required
  • Demonstrated strong performance in current role for the prior 2 years, if applicable

Knowledge, Skills, and Abilities

  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports To

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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