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Client Reporting Associate Jobs in Princeton Junction, NJ

Man Group

Client Relations Associate

New York, NY · On-site

$43K - $54K/yr

To provide associate level support for the US Sales Team. Specific Responsibilities * Serve as a ... Deliver customized, standardized and ad-hoc reporting to our North American client base * Direct ...

Harding Loevner

Client Relations Associate

Bridgewater, NJ · On-site

$85K - $95K/yr

Client Relations Associate Harding Loevner seeks a Client Relations Associate to join its Client ... Prepare presentations, reports, and analysis to support business development strategy and evaluate ...

Nb

Client Associate

New York, NY

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Create, monitor, and update financial and client data reports; compile and distribute daily ...

Neuberger Berman

Client Associate

New York, NY

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Create, monitor, and update financial and client data reports; compile and distribute daily ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc ...

S&P Global

Client Coverage Associate

New York, NY · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Collaborate with senior team members to prepare presentations, reports, and analyses that support ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Princeton Junction, NJ

Client Reporting Associate information

See Princeton Junction, NJ salary details

$11.6K

$72.1K

$147.4K

How much do client reporting associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client reporting associate in Princeton Junction, NJ is $72,057.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $92,100.00 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 Princeton Junction, NJ look for? The top searched job categories for Client Reporting Associate jobs in Princeton Junction, NJ are:
What cities near Princeton Junction, NJ are hiring for Client Reporting Associate jobs? Cities near Princeton Junction, NJ with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Princeton Junction, NJ 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 $72,057 per year, or $34.6 per hour.

Sr. Investment Associate

Franklintempleton

New York, NY

Full-time

Medical, PTO

Posted 5 days ago

Job description

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Senior Investment Associate

Fiduciary Trust International is hiring a Sr. Investment Associate to join the New York, NY office. The Sr. Investment Associate supports Portfolio Managers in delivering investment management solutions andmaintaininghigh-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting, and fiduciaryreview processeswhile working closely with investment professionals and internal partners.

How You Will Add Value

Core Responsibilities-

  • You will conduct regular account reviews with Portfolio Managers and recommendappropriate actions
  • You willmonitorportfolios for allocation drift, cash balances, risk exposures, concentrated positions
  • You will support rebalancing, cash deployment, withdrawals, policy changes, portfolio maintenance
  • You will prepare recommended trades for Portfolio Manager review and strategy implementation
  • You will prepare portfolio analytics, performance reports, attribution analysis, and presentation materials
  • You will support Investment Policy Statement maintenance across firm systems
  • You willparticipatein client meetings, contributing portfolio updates and investment recommendations

Strategic Responsibilities-

  • You will manage or co-manage smaller accounts under Portfolio Manager supervision
  • You will interpret performance, market developments, and allocation decisions for client communications
  • You willmonitorportfolios for policy consistency, allocation targets, and model expectations
  • You will document portfolio review items, exceptions, client-directed positions, and concentration reviews
  • You willmaintaindocumentation standards supporting regulatory, compliance, and internal control requirements
  • You will support portfolio strategy through surveillance, investment analysis, and market monitoring
  • You will develop understanding of asset allocation views and portfolio constructionmethodology

Teams & Collaboration-

  • You willassistPortfolio Managers with agendas, correspondence, and investment reviews and respond to client inquiries
  • You will coordinate with partners on performance measurement, benchmarks, and composite reporting
  • You will articulate investment strategy, portfolio positioning, and firm viewpoints
  • You willassistwith security analysis, manager research, reviews, and investment projects
What Will Help You Be Successful in This Role

Experience, Education & Certifications-

  • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) preferred
  • 5+ years of relevant experienceininvestment management, wealth management, trust, or financial services
  • Experienceparticipatingin client meetings, presenting investment recommendations,and supporting the management of client relationships preferred
  • Demonstrated ability to contribute beyond portfolio administration and execution, including participation in portfolio strategy discussions, client communications, and relationship management

Technical Skills-

  • Strong investment acumen across asset allocation, portfolio construction, performance analysis, and wealth management concepts
  • Ability to communicate investment recommendations, portfolio positioning, and market developments
  • Strong analytical and problem-solving skills; ability to evaluate both quantitative and qualitative information
  • Proficiencywith investment, reporting, and research platforms such as Bloomberg, FactSet, Morningstar,and other tools

Soft Skills-

  • Excellent written, verbal, presentation, and interpersonal communication skills
  • Ability to prioritize multiple responsibilities whilemaintainingaccuracy, attention to detail, and follow-through
  • Collaborative working style and ability to build strong relationships across multiple disciplines and business functions

Learn More: Click below to learn more about Fiduciary Trust International -

  • Fiduciary Trust International
  • The Story of Fiduciary Trust International

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to supporttheir well-being and recognize their time, talents, and results.Along with base compensation, employees are eligible for an annual discretionary bonus, a401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options,insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement forcertain educationexpenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $125,000 - $140,000 depending on level of relevant experience, plus discretionary bonus.

#LI-US

#Hybrid

Experience our welcoming culture and reach your professional and personal potential!


Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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