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Client Reporting Associate Jobs in Rochester, NY

UBS

Client Associate

Rochester, NY · On-site

... 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 • ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Preparing and submitting expense reports for processing at the direction of the Financial Advisor ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION ...

Morgan Stanley

Client Service Associate

Rochester, NY

$35K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION ...

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Client Reporting Associate information

See Rochester, NY salary details

$10.9K

$67.5K

$138.1K

How much do client reporting associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for client reporting associate in Rochester, NY is $67,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $86,300.00 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 Rochester, NY? For Client Reporting Associate jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Rochester, NY look for? The top searched job categories for Client Reporting Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Client Reporting Associate jobs? Cities near Rochester, NY with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Client Associate

UBS - Experienced professionals - job boards

Rochester, NY • On-site

Other

Re-posted 9 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a 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

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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