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Client Reporting Associate Jobs in Warren, NJ (NOW HIRING)

Zelis

Strategic Client Executive - RHP

Morristown, NJ · On-site

$78K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

Zelis

Strategic Client Executive - RHP

Morristown, NJ · On-site

$78K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

Horizon Media

Manager, Client Finance

New York, NY · On-site

$66K - $95K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Client Finance Reports to Position: Associate Director, Client Finance This position acts as the relationship and account manager for all components of the client financial life cycle. This role is ...

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Client Reporting Associate information

See Warren, NJ salary details

$11.4K

$71.1K

$145.4K

How much do client reporting associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client reporting associate in Warren, NJ is $71,084.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $90,900.00 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 Warren, NJ look for? The top searched job categories for Client Reporting Associate jobs in Warren, NJ are:
What cities near Warren, NJ are hiring for Client Reporting Associate jobs? Cities near Warren, NJ with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you

Workplace Solutions - Executive Director, Head of Financial Reporting (North America)

JPMorgan Chase & Co.

Jersey City, NJ • On-site

$171K - $260K/yr

Full-time

Medical, Retirement

Re-posted 8 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


Job Title: Executive Director (ED) - Head of Financial Reporting, North America
Business: Workplace Solutions (WPS) / Financial Reporting
Location: Jersey City, NJ (in-office)
Employment Type: Full-time
Reports To: Global Head of Financial Reporting
Role Overview
The Executive Director, Head of Financial Reporting - North America is accountable for end-to-end financial reporting delivery across the region, spanning client onboarding/implementation through day-to-day reporting operations. This leader owns the regional portfolio and operating cadence, drives predictable and on-time delivery, elevates client experience, and enforces strong risk and control practices in partnership with Sales/Client Relationship Management, Implementation/Equity Plan Management, and Technology.
Key Responsibilities
This role includes the responsibilities below.
  1. North America Portfolio & Delivery Leadership (Onboarding → BAU)
  • Own the regional pipeline/portfolio for client financial reporting onboarding and ongoing delivery, from scoping through go-live and handover.
  • Establish standards for requirement gathering, solution design, controls, reconciliation/sign-off, and handover to BAU; run governance cadences (intake, weekly portfolio reviews, retrospectives).
  1. People Leadership, Capacity & Regional Operating Model
  • Directly manage the current U.S. associate and build the team over time; set clear role expectations, coaching, and performance management.
  • Forecast capacity, prioritize work, and allocate resources across North America demand, leveraging EMEA resources where appropriate; ensure consistent delivery against SLAs/KPIs.
  1. Client Service Delivery & Escalation Management
  • Ensure high-quality client delivery under relevant reporting frameworks (US GAAP/ASC 718, IFRS 2, and local GAAPs where applicable); maintain strong ongoing client communications.
  • Serve as the senior escalation point for complex client issues and delivery risks across onboarding and recurring reporting cycles.
  1. Operational Excellence, Risk & Controls
  • Ensure audit controls, tickets, reconciliation issues, errors, and client complaints are triaged promptly and resolved within defined SLAs.
  • Drive root-cause analysis, document preventative measures in approved tracking systems, and enforce implementation playbooks, documentation standards, and change-control procedures.
  1. Governance, Metrics & Reporting
  • Track, analyze, and report delivery/operational metrics on a weekly/monthly cadence to the Global Head of Financial Reporting, producing data-driven insights and action plans.
  • Ensure non-standard client requests and exceptions follow the appropriate governance forum and approvals before commitment.
  1. Product Development Partnership, Requirements & Testing
  • Partner closely with Technology to enhance system-generated financial reporting by identifying gaps, writing requirement specifications, and supporting system testing/UAT through controlled release adoption.
  • Maintain and improve user manuals/procedural documentation; train internal users on setup and processing; support demonstrations for clients/prospects as needed.
  1. Cross-Region Collaboration & Strategic Initiatives
  • Lead and participate in strategic initiatives that drive training, adoption of new tools/processes, and cross-team collaboration, including coordinated delivery with EMEA-based resources where appropriate.
  • Collaborate with peer leaders to share best practices and standardize ways of working across regions and teams.

Required Qualifications, Capabilities, and Skills
The role requires the capabilities below.
  • Strong leadership experience in client delivery/operations for financial services, Accounting, fintech, SaaS, or a related domain, including ownership of complex, multi-stakeholder outcomes.
  • Proven people leadership (able to operate hands-on initially and scale an organization over time); ability to coach and develop talent and establish a high-accountability culture.
  • Deep understanding of share-based payment reporting requirements and client reporting needs (ASC 718, IFRS 2, and applicable local GAAPs).
  • Demonstrated risk and controls mindset; ability to enforce audit-ready documentation, change control, and disciplined issue management.
  • Analytical and data-driven, with experience using KPIs to drive prioritization and continuous improvement; advanced Excel skills and comfort working with large data files.

Preferred Qualifications
Preferred qualifications include the following.
  • Degree in Business/Finance/Accounting; accountancy qualification (CPA, CA, ACCA) preferred.
  • Prior experience in the share plan/equity compensation industry.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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