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Client Reporting Associate Jobs in Mukwonago, WI

RSM

Assurance Associate - Fall 2027

Milwaukee, WI · On-site

$61K - $73K/yr

Assessing risks and evaluating the client's internal control structure * Performing substantive ... reporting issues * Drafting financial statements under prescribed formats Basic Qualifications:

ALO

Sales Associate (Full-Time) - Corners of Brookfield

Brookfield, WI · On-site

$13.25 - $18/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... client relationship daily with our customers * In partnership with leadership team, analyze reports ... Sales Associate Qualifications * Preferred 1+ years prior work experience in a client-centric ...

Actalent

Administrative Associate

Wauwatosa, WI · On-site

$27.50 - $34.33/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Coordinate and perform status reports, project reports, and other types of information regarding ... client and talent service. The company is an equal opportunity employer and will consider all ...

TIER4 GROUP

Insurance Document Associate

Franklin, WI · On-site

Fortune 500 client Job Summary: As an Insurance Document Associate, you'll be an integral part of a ... You will report information to the underwriter, verifying required information and complete ...

ALO

Sales Associate (Full-Time) - Corners of Brookfield

Brookfield, WI · On-site

$13.25 - $18/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... client relationship daily with our customers * In partnership with leadership team, analyze reports ... Sales Associate Qualifications * Preferred 1+ years prior work experience in a client-centric ...

Adecco

Manufacturing Associate - Mount Pleasant, WI

Cudahy, WI · On-site

$18 - $19.80/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a fantastic opportunity to work with a leading local client, where your skills will ... Basic computer skills for data entry and reporting * Ability to read tape measurements and follow ...

Adecco

Manufacturing Associate - Mount Pleasant, WI

Cudahy, WI

$18 - $19.80/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a fantastic opportunity to work with a leading local client, where your skills will ... Basic computer skills for data entry and reporting * Ability to read tape measurements and follow ...

Staff Management | SMX

Be Seen First

Warehouse Associate

Kenosha, WI · On-site

$17 - $18/hr

  • Medical

  • Dental

Staff Management is seeking Warehouse Associates for our client's site in Kenosha, WI. This role ... Conduct operations in a manner that promotes safety and always report unsafe conditions that cannot ...

Grant Thornton

Audit Senior Associate

Milwaukee, WI

$79K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... client's overall financial reporting process. From day one, you'll be empowered with access to firm ...

Grant Thornton

Audit Senior Associate

Milwaukee, WI

$79K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... client's overall financial reporting process. From day one, you'll be empowered with access to firm ...

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Showing results 41-60

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 Aug 17, 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 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 Mukwonago, WI look for?

The top searched job categories for Client Reporting Associate jobs in Mukwonago, WI are:

What cities near Mukwonago, WI are hiring for Client Reporting Associate jobs?

Cities near Mukwonago, WI with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Mukwonago, WI as of August 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.

Associate Specialist, BPS Operations Processing

FIS

Milwaukee, WI

Full-time

Re-posted 23 days ago

FIS Global rating

7.4

Company rating: 7.4 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

169th of 244 rated software companies

Job description

Job Description

Job Title
Associate Specialist, BPS Operations Processing

Intro:
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?

About the Role

As a BPS Operations Associate, you be responsible for oversight and review of work performed by Transfer processors, working closely with our clients as move assets/accounts to and from FIS custody. You will examine data files, processes, forms, reports and operational needs of our customers, communicating professionally throughout the life cycle of a transfer.

What You Will Be Doing

  • Develops understanding of and defines client products and services through information gathering sessions to determine how FIS systems must be established to meet client needs.

  • Oversight: Perform oversight of operational work performed by processors to ensure accuracy and timeliness in accordance with established service level agreements.

  • Transfer Processing: Initiate, review, and track client account transfers (inbound and outbound) between broker-dealers using ACATS and other industry tools.

  • Mutual Fund Re-registration: Submit required re-registration instructions and coordinate directly with delivering and receiving fund companies to liquidate or re-register mutual fund shares.

  • Reconciliation & Reporting: Review daily settlement reports, verify asset valuations, and monitor delivery/receipt deadlines to minimize manual operational risk.

  • Exception Handling: Investigate and resolve ACATS rejects, mutual fund registration errors, and account discrepancies by communicating with internal teams, contra-firms, and fund providers.

  • May develop new procedures with client to ensure FIS software is used appropriately.

  • Throughout transfer lifecycle, provides expertise to answer questions and guide clients in the use of the system.

  • Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures.

  • Other related duties assigned as needed.

Required Qualifications

Extensive knowledge of FIS and industry tools related to movement of assets and cash between depositories, custodians and Fund companies.

Strong analytical and problem-solving skills as well as excellent human relations, negotiation and documentation skills.

Ability to handle project commensurate with job expectations

Ability to analyze and solve problems using learned techniques and tools

Requires high attention to detail

Positions involving data mapping require strong analytical and technical skills

Ability to translate client requirements to technical specifications and communicate to technical staff

Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally

Flexibility, versatility, dependability

A bachelor's in business or a related field or the equivalent experience.

What We Offer you
At FIS, you can grow your career as far as you want to take it. Here's what else we offer:

Opportunities to make an impact in fintech

Personal and professional learning

Inclusive, diverse work environment

Resources to give back to your community

Competitive salary and benefits


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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What FIS Global employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About FIS

Sourced by ZipRecruiter

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Jacksonville , FL, US

Year founded

1968

Social media

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