ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Pittsburgh, PA

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

Provide reports and other information to FA(s), as requested. * Perform calling activities, not ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

Provide reports and other information to FA(s), as requested. * Perform calling activities, not ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

Provide reports and other information to FA(s), as requested. * Perform calling activities, not ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Forever

Client Care Associate

Pittsburgh, PA · On-site

$17/hr

Client Care Associate Location: Open to Remote or Hybrid Department ... Client Care Reports To: Manager of Client Care Company: Forever, Inc. At FOREVER, we help families ...

UBS

Client Service Associate

Pittsburgh, PA · On-site

$13.50 - $18.75/hr

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...

UBS

Client Service Associate

Pittsburgh, PA · On-site

$55K - $75K/yr

... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...

previous pagenext page

Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Pittsburgh, PA

Client Reporting Associate information

See Pittsburgh, PA salary details

$10.7K

$66.4K

$135.9K

How much do client reporting associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client reporting associate in Pittsburgh, PA is $66,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $84,900.00 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 Pittsburgh, PA? For Client Reporting Associate jobs in Pittsburgh, PA, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Pittsburgh, PA look for? The top searched job categories for Client Reporting Associate jobs in Pittsburgh, PA are:
What cities near Pittsburgh, PA are hiring for Client Reporting Associate jobs? Cities near Pittsburgh, PA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Client Service Associate-HYBRID

Allegheny Financial Group

Pittsburgh, PA • Hybrid

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description

We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.


This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.


As a Client Service Associate, no two days look the same, but most will include a mix of the following:

  • Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
  • Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
  • Support and collaborate with financial advisors for daily client meetings and calendar activities.
  • Master essential trading and money movement processes and procedures.
  • Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
  • Maintains CRM database - from entering new client data through confirming account closure procedures.
  • Utilize eMoney financial planning software to update client portal information and generate reports.
  • Assist clients with online access to their client portal, investment accounts and market data.
  • Acquire working knowledge in specialized areas of client administration such as estates and retirement.

Requirements

You might be a great match if you have:

  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Financial services industry experience is a strong preference.
  • Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
  • Advanced user of Microsoft Word, Excel and Outlook.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.
  • Self-motivated and responsible with ability to work effectively both independently and as part of a team.
  • Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
  • Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.

What AFG Offers:

  • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
  • Generous paid time off program.
  • A best-in-class 401K plan with online planning and reporting tools.
  • Wellness program with additional time off rewards.
  • Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group

Apply