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Client Reporting Associate Jobs in Rochester, NY

InsCipher

Tax Associate

Rochester, NY · Remote

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Geneseo, NY · Remote

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

NBT Bank

Relationship Banking Associate

Fairport, NY · On-site

$18.50 - $20.81/hr

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high ... forms & reports and daily vault balancing. Engages in referral and relationship management in ...

NBT Bank

Relationship Banking Associate

Fairport, NY · On-site

$18.50 - $20.81/hr

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high ... forms & reports and daily vault balancing. Engages in referral and relationship management in ...

DeJoy & Co. CPAs, LLP

Tax Senior Associate

Rochester, NY · On-site

$69K - $90K/yr

Tax Services Reports To: Tax Manager / Tax Partner Location: Rochester, NY (Hybrid work environment ... This position blends hands-on tax compliance and planning work with client relationship management ...

DeJoy & Co. CPAs, LLP

Tax Senior Associate

Rochester, NY · On-site

$69K - $90K/yr

Tax Services Reports To: Tax Manager / Tax Partner Location: Rochester, NY (Hybrid work environment ... This position blends hands-on tax compliance and planning work with client relationship management ...

MSM, Inc.

Associate Project Manager

Webster, NY · On-site

$65K - $75K/yr

At MSM, we are dedicated to exceeding client expectations and fostering a service-driven culture ... Team, reporting to a Project Manager. As an Associate Project Manager, you will support project ...

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Client Reporting Associate information

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$10.9K

$67.6K

$138.2K

How much do client reporting associate jobs pay per year?

As of Jun 19, 2026, the average yearly pay for client reporting associate in Rochester, NY is $67,566.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $86,400.00 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 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
J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY

JPMorgan Chase & Co

Rochester, NY

$14.25 - $19.75/hr

Full-time

Medical, Retirement

Posted 13 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

 
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

 
Job responsibilities
  • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture 
Required qualifications, capabilities, and skills
  • A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series  66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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