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Client Reporting Associate Jobs in Raleigh, NC (NOW HIRING)

Teamwass

Associate Manager, Brand Consulting

Raleigh, NC · On-site

$84K - $109K/yr

This position is responsible for providing support to the account team members and assisting Managers with research, client reports and presentations, client services, project coordination, and ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support ... associates. More information can be found at Qualifications: Bachelor's Degree and 0 years of ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC

$15 - $20/hr

Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support ... associates. More information can be found at Qualifications: Bachelor's Degree and 0 years of ...

First Citizens Bank

Wealth Client Specialist

Raleigh, NC · On-site

$15 - $20/hr

Uncovers sales opportunities through analysis, reporting, and daily support operations ... associates. More information can be found at Qualifications: Bachelor's Degree and 0 years of ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Raleigh, NC

Client Reporting Associate information

See Raleigh, NC salary details

$10.7K

$66.5K

$136.1K

How much do client reporting associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client reporting associate in Raleigh, NC is $66,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $85,100.00 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 are popular job titles related to Client Reporting Associate jobs in Raleigh, NC? For Client Reporting Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Raleigh, NC look for? The top searched job categories for Client Reporting Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Reporting Associate jobs? Cities near Raleigh, NC with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Client Service Coordinator

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$17.50 - $22.75/hr

Full-time

Retirement

Posted 23 days ago

Job description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Deposit checks received and maintain check blotter in adherence to compliance guidelines

• Maintain client information in CRM database

• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts

• Order supplies for office and act as point of contact for any infrastructure requests

Requirements

  • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
  • Strong administrative and time management skills with superior attention to detail
  • Excellent communication skills, both verbally and in writing
  • CRM knowledge a plus

Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.