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Client Reporting Associate Jobs in Powder Springs, GA

Zelis Healthcare

Client Manager

Atlanta, GA · On-site

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Reporting - delivery according to agreed upon intervals with the ability to provide ...

Zelis

Client Manager

Atlanta, GA

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Reporting - delivery according to agreed upon intervals with the ability to provide ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... client reports or financial plans from firm-approved systems for existing or prospective clients ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Powder Springs, GA

Client Reporting Associate information

See Powder Springs, GA salary details

$10.4K

$64.8K

$132.6K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Powder Springs, GA is $64,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $82,900.00 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 job categories do people searching Client Reporting Associate jobs in Powder Springs, GA look for? The top searched job categories for Client Reporting Associate jobs in Powder Springs, GA are:
What cities near Powder Springs, GA are hiring for Client Reporting Associate jobs? Cities near Powder Springs, GA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Powder Springs, GA as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $64,816 per year, or $31.2 per hour.

Senior Client Services Associate - Atlanta, GA

Savant Insights

Atlanta, GA • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

You've built a successful career supporting advisors and delivering exceptional service in an RIA-now it's time to take that experience even further. Join Savant as a Senior Client Services Associate, where you'll leverage your expertise supporting high-net-worth clients, serve as a trusted resource to your team, and continue growing your career with a firm that values collaboration and excellence.
In this role, you'll take ownership of complex client relationships, partner closely with advisors to deliver a seamless client experience, and help drive the success of our practice through proactive service, operational excellence, and collaboration across the firm.
The Senior Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
  • Functions as a high-level, self-directed member of the Client Services team.
  • Serves as an internal resource and problem solver to other team members.
  • Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents client interactions.
  • Facilitates completion of all client applications and transfer documents.
  • Proofreads reports, forms, and electronic data for errors.
  • Conducts client paperwork signing meetings with clients.
  • Collects and organizes specialized reports for management.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby and conference room cleanliness.
  • Assist in coordinating RSVPs, planning and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

A couple things to note about our Senior Client Services Associate position:
  • This position will be based out of our Atlanta, GA office.
  • The role is a full-time 40 hour/week position with a schedule of Monday - Friday 8:00am - 5:00pm.

The Senior Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's degree from an accredited college or university preferred.
  • Knowledge of financial services, principles, products and services.
  • Financial Paraplanner Qualified Professional or relevant Investment Designation recommended.
  • Minimum 5-7 years proven success in a client services / administrative support function in the field of financial services, banking, or insurance.
  • Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
  • Critical thinking, organized, detail-oriented, and able to multitask.
  • Client first attitude.
  • Effective written and verbal communication skills.
  • Position requires a high level of confidentiality.
  • Team player, collaborative, able to work with and through others.

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role in Atlanta, GA is $70,000 - $90,000 final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.

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