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Client Reporting Associate Jobs in Pittsburgh, PA

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Client Reporting Associate information

See Pittsburgh, PA salary details

$10.3K

$64K

$130.8K

How much do client reporting associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for client reporting associate in Pittsburgh, PA is $63,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $81,800.00 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 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 Support Specialist- HYBRID

Pittsburgh, PA • On-site

Allegheny Financial Group
Finance and Insurance • 51 - 200 employees
Learn more about Allegheny Financial Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Description

AFG is seeking a motivated, organized, and detail-oriented Client Support Specialist to support our financial advisory clients and deliver an exceptional client experience. This role serves as a key point of contact for clients, providing support across several client-facing software platforms, assisting with new client onboarding, and helping ensure a smooth and efficient service experience.


The Client Support Specialist will work closely with an experienced and knowledgeable team that prides itself on building strong relationships and consistently exceeding client expectations. The ideal candidate is professional, customer-focused, and comfortable managing multiple priorities while maintaining a high level of accuracy and attention to detail.


This position offers a hybrid work schedule, with required time spent in AFG's Pittsburgh, Pennsylvania office during onboarding and training, as well as periodically for team meetings, special projects, or business needs. This position reports to the Manager of Operations.


A typical day may include, but not limited to, a mix of the following tasks:


Client Support:

  • Responds to client help requests for eMoney, Wealthscape/Fidelity.com, and the client portal. Answers client questions regarding software navigation and functionality via phone or email.
  • Collaborates with Financial Paraplanner to link client financial accounts in eMoney.
  • Responds to client requests for statements, tax forms, and other financial documents. Connections clients to appropriate team members for assistance as needed.
  • Gathers client tax documents; uploads to CPA/Accountant/business partner portals or via other secure methods.
  • Requests annual tax return documents from clients' CPA/Accountant/business partner via phone and email. Enters updated tax information into CRM. Maintains tracking spreadsheets.

New Client Onboarding:

  • Onboards new clients in Engage, eMoney, and Black Diamond databases; creates client electronic folders and relationships.
  • Prepares, reviews, and send the new client proposal, contract, and compliance documents to prospective clients. Tracks proposals and information received from clients in the CRM system. Monitors the status of prospective clients and updates advisors as needed.
  • Schedules client Case and/or Implementation Plan meetings, data sessions, and ad hoc meetings via Zoom or in person in Outlook calendars.

Practice Support:

  • Completes annual retainer project by tracking payments received and following up with clients as needed.
  • Maintains annual Mainstar Account fee replenish project. Includes preparing client paperwork for Client Service Associates.
  • Assists with gathering client tax documents for disbursement to clients and their accountants, uploads to CPA and business partner's electronic portals or via other secure methods.
  • Participates in annual tax return requests from client's accountants throughout the year; updates various data in Engage; manages list of requests and returns on extension.
  • Assists with advisors' travel arrangements and logistics including booking airplane travel, rental car, and hotel accommodations. Collaborates with team's Scheduler.

Requirements

You might be a great match if you have:

  • Associate's Degree and at least two years of related experience, or five years in a similar role.
  • At least two years of customer service-related work experience.
  • Previous work experience in the financial services is preferable.
  • Client Service experience within an Investment Firm/RIA Firm.
  • Strong Microsoft Office skills, with specific focus on Excel and Teams.
  • Ability to ensure the confidentiality of client data.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.


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

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