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

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring ... Verify packing slips, inspect shipments, and report discrepancies * Organize and maintain warehouse ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

Provide marketing support in the form of prospecting, client reporting, and other sales efforts as ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring ... Verify packing slips, inspect shipments, and report discrepancies * Organize and maintain warehouse ...

SPS North America Inc

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Service Associate Lake Mary, Florida, United States Location: Lake Mary, FL Employment Type ... Verify packing slips, inspect shipments, and report discrepancies * Organize and maintain warehouse ...

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring ... Verify packing slips, inspect shipments, and report discrepancies * Organize and maintain warehouse ...

Outcomes Operating, Inc.

Client Support Rep

Orlando, FL · On-site

$15.50 - $20.25/hr

Keep detailed and organized records for reference and reporting purposes. Client Retention * Offer ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

Outcomes

Client Support Rep

Orlando, FL · On-site

$15.50 - $20.25/hr

Keep detailed and organized records for reference and reporting purposes. Client Retention * Offer ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

OUTCOMES OPERATING INC

Client Support Rep

Orlando, FL · On-site

$15.50 - $20.25/hr

Keep detailed and organized records for reference and reporting purposes. Client Retention * Offer ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

Outcomes

Client Support Rep

Orlando, FL · On-site

$15.50 - $20.25/hr

Keep detailed and organized records for reference and reporting purposes. Client Retention * Offer ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

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Showing results 21-40

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 12, 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 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 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

Client Service Associate

GW&K Investment Management

Winter Park, FL • On-site

$13.75 - $18.75/hr

Other

Medical, Dental, Retirement

Re-posted 19 days ago

Job description

Client Service Associate

The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.

Responsibilities
  • Respond and resolve client requests/inquiries on a timely basis.
  • Monitor new accounts, set-up, closing accounts, and transfers.
  • Oversee and review account performance, cash outflows and inflows.
  • Monitor asset allocation, cash balance, overdrafts, and investments.
  • Responsible for upkeep of client's permanent file.
  • Research performance issues.
  • Cash management.
  • Run daily, weekly, monthly reports.
  • Prepare and follow up for client meetings.
Qualifications
  • Bachelor's degree, preferably in business, finance, or economics.
  • 2 years of industry experience; managed account experience preferred.
  • Must be detail oriented, possess strong organizational skills, work well under pressured time constraints while meeting strict deadlines.
  • Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once.
  • Ability to communicate and perform in pressured situations in an efficient and professional manner.
  • Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
  • Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.
  • Must be proficient in Microsoft office applications, including Word and Excel.

This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K's unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

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