ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Orlando, FL (NOW HIRING)

BNY

Senior Associate, Client Operations

Lake Mary, FL · On-site

SENIOR ASSOCIATE, CLIENT OPERATIONS At BNY, our culture allows us to run our company better and ... client reporting. * Serve as the point of contact for key clients, addressing their needs and ...

Pathstone

Associate

Winter Park, FL · On-site

Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing ...

next page

Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Orlando, FL

Client Reporting Associate information

See Orlando, FL salary details

$10.3K

$63.9K

$130.7K

How much do client reporting associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for client reporting associate in Orlando, FL is $63,898.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $81,700.00 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 are popular job titles related to Client Reporting Associate jobs in Orlando, FL?

For Client Reporting Associate jobs in Orlando, FL, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Orlando, FL look for?

The top searched job categories for Client Reporting Associate jobs in Orlando, FL are:

What cities near Orlando, FL are hiring for Client Reporting Associate jobs?

Cities near Orlando, FL with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Associate Director, Client Advisory

Winter Park, FL • On-site

Pathstone
See more jobs at Pathstoneexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Winter Park, FL office.
Position Overview: This position is a key member of the Client Advisory Team, supporting Directors and Managing Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients. The role combines client relationship support, investment implementation, operational oversight, and analytical responsibilities.
Advisory roles at Pathstone represent a long-term career path with increasing client engagement and complexity over time. The position requires strong technical acumen, operational expertise, and a client-first mindset.
Key Responsibilities:
Client Advisory & Relationship Support
  • Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
  • Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
  • Proactively identify and address client needs while maintaining a high standard of service.
  • Partner with our wealth planning team (when applicable) to ensure clients' income tax, estate, and philanthropic plans are executed.
  • Prepare and maintain client balance sheet and data aggregation (when applicable).
  • Source and support the team in identifying and pitching new potential clients.
  • Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).

Investment Implementation
  • Support the Client Advisory Team in implementing Investment Research Team's guidance.
  • Create and maintain investment policy statements for clients.
  • Oversee ongoing portfolio construction and rebalancing.
  • Collaborate with clients on spending policy, cash flow planning, asset location and custody.

Analysis, Reporting & Operations
  • Prepare performance analyses, relevant investment information and client presentation materials.
  • Support quarterly reporting processes, including reconciliation and detailed review of client reports.
  • Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.

Team Leadership & Mentorship
  • Serve as a mentor and operational resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers.
  • Contribute to process improvements and operational best practices within the office.
  • Assist with team projects related to a variety of client related topics and business development efforts.
  • Develop new client relationships and continuously expand referral network, building Pathstone's presence through frequent interaction and communication with external parties.
  • Maintain current pulse of the industry through research, conferences, and networking events.

Qualifications:
  • Bachelor's degree required.
  • Completion of advanced degree or certification CFP, CFA, MBA, or JD required.
  • 5 - 8+ years of experience in wealth management or financial advisory required with demonstrated client engagement experience.
  • Series 65 required (or attained within 90 days of employment).

Professional Attributes:
  • Strong analytical, quantitative, and problem-solving skills.
  • Detail-oriented with the ability to manage time-sensitive matters effectively.
  • Solid proficiency in Microsoft Office, particularly Excel. Salesforce experience preferred.
  • Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
  • Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
  • Foundational knowledge of investments, including mutual funds, separately managed accounts, and alternative investments.
  • Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
  • Excellent verbal and written communication skills.
  • Motivated to learn, grow, and assume increasing responsibility over time.

This role offers the opportunity to deepen client engagement, expand technical expertise, and contribute meaningfully to a growing advisory platform serving sophisticated clients with complex needs.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

Apply