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Client Reporting Associate Jobs in Severn, MD (NOW HIRING)

PathStone

Associate, Client Advisory

Potomac, MD · On-site

$65K - $72K/yr

Associate, Client Advisory Alexandria, VA; Potomac, MD Pathstone is a growing wealth management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Prepare & facilitate reports for client review meetings and quarterly client reports * Collaborate ...

Investor Economics

Client Success Manager

Rockville, MD · On-site

$60K - $72K/yr

Assess client reporting needs and coordinate report delivery * Achieve target renewal rate through ... The role is bonus or incentive eligible. #LI-MK1 #Associate #CS What You Can Expect from Us At ISS ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Severn, MD

Client Reporting Associate information

See Severn, MD salary details

$12.2K

$76.1K

$155.6K

How much do client reporting associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client reporting associate in Severn, MD is $76,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $97,300.00 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 job categories do people searching Client Reporting Associate jobs in Severn, MD look for? The top searched job categories for Client Reporting Associate jobs in Severn, MD are:
What cities near Severn, MD are hiring for Client Reporting Associate jobs? Cities near Severn, MD with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Severn, MD as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $76,093 per year, or $36.6 per hour.
Associate, Client Advisory

Associate, Client Advisory

PathStone

Potomac, MD • On-site

$65K - $72K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Associate, Client Advisory

Alexandria, VA; Potomac, MD

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

This role supports the firm's DC offices.

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Key Responsibilities:

  • Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
  • Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Qualifications:

  • Bachelor's degree is required.
  • Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $65,000 - $72,500 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

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