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Client Reporting Associate Jobs in Wesley Chapel, FL

Citizens

PW Client Associate

Tampa, FL · On-site

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to ... Monday - Friday Some job boards have started using jobseeker-reported data to estimate salary ...

Citizens

PW Client Associate

Tampa, FL · On-site

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to ... Monday - Friday Some job boards have started using jobseeker-reported data to estimate salary ...

Citizens

PW Client Associate

Tampa, FL · On-site

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support ... reports. Qualifications, Education, Certifications and/or Other Professional Credentials

New

Citizens Bank

PW Client Associate

Tampa, FL · On-site

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support ... reports. Qualifications, Education, Certifications and/or Other Professional Credentials

AnywhereWorks

Client Experience Associate

Tampa, FL · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more ... We comply with all requirements of the Fair Credit Reporting Act (FCRA) to ensure the privacy and ...

Elase Nationwide

Client Coordinator

Tampa, FL

$17.25 - $23.25/hr

Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... reports to the General Manager. EDUCATION AND EXPERIENCE: * High school diploma required; associate ...

Elase

Client Coordinator

Tampa, FL · On-site

$17.25 - $23.25/hr

Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... reports to the General Manager. EDUCATION AND EXPERIENCE: * High school diploma required; associate ...

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Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Wesley Chapel, FL

Client Reporting Associate information

See Wesley Chapel, FL salary details

$9.6K

$59.6K

$121.8K

How much do client reporting associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client reporting associate in Wesley Chapel, FL is $59,561.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $76,100.00 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 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 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 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 Wesley Chapel, FL?

For Client Reporting Associate jobs in Wesley Chapel, FL, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Wesley Chapel, FL look for?

The top searched job categories for Client Reporting Associate jobs in Wesley Chapel, FL are:

What cities near Wesley Chapel, FL are hiring for Client Reporting Associate jobs?

Cities near Wesley Chapel, FL with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

PW Client Associate

Citizens Financial Group, Inc.

Tampa, FL • On-site

Other

Posted 3 days ago

New

Job description

Wealth Manager Client Service Associate

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Candidates may be required to hold Series 7 & 66 or 63/65
  • Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Detail oriented and customer focused
  • Professional verbal and written communication
  • Prior brokerage or RIA experience

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: Monday - Friday
Required Skills
  • Customer Service
  • Customer Support Trends
  • Diversity, Equity, Inclusion, and Belonging (DEIB)
  • Document and Records Management
  • Financial Record Keeping
  • Issue Resolution/Escalation
  • Mutual Funds
  • Operational Excellence
About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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