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Client Reporting Associate Jobs in Palatine, IL (NOW HIRING)

Pyramid Corporation

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 ... Client Reporting & CRM Management Our client is a leading Insurance Industry and we are currently ...

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver ... Review quarterly client reporting and participate in calls to review the materials * Assist in ...

Corps Team

Client Service Associate

Chicago, IL · On-site

$26.27 - $28.27/hr

Client Service Associate - Fixed Income Our client, a large financial services company, is seeking ... Support client reporting, presentations, and meeting materials * Handle cash flow requests and ...

eTeam

SS-Client Service Associate

Chicago, IL · On-site

Client Service Associate Location: Chicago, IL 60606 (Onsite; might be hybrid) Duration: 12 Months ... delivering reports to clients, and working with business partners to service client needs ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

The Client Service Associate partners with associates across Global Client Group to service clients ... delivering reports to clients, and working with business partners to service client needs ...

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service ... client reports and presentations to be delivered to clients * Supports the completion of due ...

Standish Management

Associate

Chicago, IL · On-site

$62K - $67K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

CPS

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... Support financial advisors by preparing client reports, presentations, and documentation. Maintain ...

Standish Management

Associate

Chicago, IL · On-site

$62K - $67K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Naylor LLC

Associate Director

Schaumburg, IL · On-site

We are seeking an Associate Director to help implement the strategic goals of assigned client ... Analyze and summarize program, survey, and operational data to support client reporting and ...

R1 RCM

Client Delivery Associate

Chicago, IL · On-site

$46K - $72K/yr

The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation ... Support reporting enhancements, including Power BI development and data visualization. * Maintain ...

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Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Palatine, IL

Client Reporting Associate information

See Palatine, IL salary details

$11.1K

$68.8K

$140.7K

How much do client reporting associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client reporting associate in Palatine, IL is $68,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $87,900.00 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 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 Palatine, IL? For Client Reporting Associate jobs in Palatine, IL, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Palatine, IL look for? The top searched job categories for Client Reporting Associate jobs in Palatine, IL are:
What cities near Palatine, IL are hiring for Client Reporting Associate jobs? Cities near Palatine, IL with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

SS-Client Service Associate

Pyramid Corporation

Chicago, IL • On-site

$25 - $28/hr

Other

Medical, Dental, Vision, Retirement

Posted 26 days ago

Job description

SS-Client Service Associate

Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-18176 Pay Range: $25 - $28/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • Update and maintain client and authorized third party contact information via CRM application
  • Support client meeting preparation by facilitating creation of materials
  • Help identify, escalate and resolve problems for any issues affecting the client experience
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients

Key Requirements and Technology Experience:

  • Must have skills: Client Relationship Management
  • Client Account Maintenance
  • Client Reporting & CRM Management

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions.

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