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Client Reporting Associate Jobs in Princeton Junction, NJ

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/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 • ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/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 • ...

Spgi

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 ...

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 ...

Rockefeller Financial

Client Associate

Newtown, PA · On-site

Generate expense reports for submission using Concur * Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed ...

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Showing results 41-60

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.

Registered Client Associate

UBS

New York, NY • On-site

$75K - $85K/yr

Full-time

Re-posted 28 days ago

Job description

Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of 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
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working in the New York International Group branch office in midtown Manhattan. We provide wealth management solutions for ultra high net worth clients. This benefits our client's short- and long-term financial goals. As a Registered Client Associate, you'll play an important role in providing white glove service.
Your expertise
• series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• Spanish speaking and Trading experience preferred
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 75000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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