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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

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 ...

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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 Jul 23, 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
Corporate Consolidation & Financial Reporting - Associate/AVP

Corporate Consolidation & Financial Reporting - Associate/AVP

Morgan Stanley

New York, NY • On-site

$90K - $155K/yr

Full-time

Posted 9 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

37th of 150 rated financial services

Job description

We are looking for an experienced professional to join our team as a associate/director in the Corporate Consolidation and Reporting Group. The team is responsible for the accuracy and control of the Firm's books and records to produce the consolidated Firm, segment, and legal entities financial statements.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate/Director position within our Corporate Controllers, Reporting & Accounting Job Family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
**This is not a senior level role. Qualified candidates will have 3-7 years of experience**
What you'll do in the role:
  • Support the accounting control framework by ensuring compliance with both client requirements and internal policies.
  • Perform the Firm's monthly equity pick up process.
  • Reconcile month-end breaks related to equity and related party transactions.
  • Review reference data to confirm parent-subsidiary accounts are properly eliminated and consolidated.
  • Perform account reconciliations and attestations.
  • Prepare and provide qualitative monthly analysis to stakeholders across Finance and the Firm concerning equity and non-controlling interests.
  • Collaborate with other finance controllers on ad hoc analyses and special projects, delivering detailed financial reports and high-quality insights.
  • Assist with ongoing process improvements.

What you'll bring to the role:
  • Bachelors degree in accounting or similar field
  • Ability to meet tight deadlines while ensuring data integrity while working in a fast-paced environment
  • Strong analytic capabilities, including ability to summarize complex business issues and detailed analysis with clarity and brevity
  • Superior Excel, Pivot tables, Macro, and general MS Office skills
  • Understanding of financial systems, reporting and business processes (SAP-BPC/EPM preferred)
  • 3-7 years of experience
  • Adaptable to the changing demands of a reporting environment while being responsive to the needs of management

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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