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Client Reporting Associate Jobs in Westfield, MA

SS&C

Senior Associate, Hedge Fund Services

Windsor, CT · Hybrid

$66K - $115K/yr

Senior Associate, Hedge Fund Investor Services Locations: Windsor, CT, New York, NY or Union, NJ ... Core functions include investor transaction processing, compliance and due diligence, reporting and ...

baymark

Client Experience & Safety Associate

Hartford, CT · On-site

$16.75 - $22.25/hr

Report critical incidents that occur in parking lot or on premises. * Contact local authorities and cooperate with authorities in an emergency situation, as needed. * Respond to calls for assistance ...

Freeman Mathis & Gary

Attorney at Law

Hartford, CT

$145K - $210K/yr

We are seeking an Associate Attorney with experience in handling litigation matters to join our ... Prepare client reports * Prepare and respond to discovery * Take and defend depositions, draft ...

Boca Recovery Center

Client Care Coordinator

Springfield, MA · On-site

$17.50 - $22.75/hr

Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive ... Requirements * Associate's Degree in Psychology, Social Work, Counseling, or related field ...

Boca Recovery Center

Client Care Coordinator

Springfield, MA · On-site

$18 - $23.50/hr

Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive ... Requirements * Associate's Degree in Psychology, Social Work, Counseling, or related field ...

Boca Recovery Center

Client Care Coordinator

Springfield, MA · On-site

$18 - $23.50/hr

Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive ... Requirements * Associate's Degree in Psychology, Social Work, Counseling, or related field ...

Boca Recovery Center

Client Care Coordinator

Springfield, MA · On-site

$18 - $23.50/hr

Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive ... Requirements * Associate's Degree in Psychology, Social Work, Counseling, or related field ...

Freeman Mathis and Gary LLP

Attorney at Law

Hartford, CT · On-site

$69.71 - $100.96/hr

We are seeking an Associate Attorney with experience in handling litigation matters to join our ... Prepare client reports * Prepare and respond to discovery * Take and defend depositions, draft ...

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Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Westfield, MA

Client Reporting Associate information

See Westfield, MA salary details

$11.5K

$71.5K

$146.2K

How much do client reporting associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client reporting associate in Westfield, MA is $71,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $91,400.00 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 cities near Westfield, MA are hiring for Client Reporting Associate jobs? Cities near Westfield, MA with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Westfield, MA as of June 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $71,471 per year, or $34.4 per hour.

Associate Manager, Alternatives Fund Accounting

SS&C

Windsor, CT • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Associate Manager, Hedge Fund Accounting

Locations: Windsor, CT (hybrid)

About the Role

Take on a leadership role at the center of hedge fund operations, where you'll guide a team, oversee NAV and P&L reporting, and ensure the delivery of accurate, high-quality financials for sophisticated clients. You'll partner closely with clients and auditors, contribute to new product initiatives, and play a key role in driving operational excellence across complex fund structures. This is an ideal opportunity for an experienced fund accounting professional ready to expand their leadership impact in a fast-paced, client-focused environment.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Review the daily work prepared by their associates including corporate action processing, pricing downloads, security master file setup, and other data

  • Proficient with the various software programs which help facilitate the processing and distribution of data

  • Assist with various fund accounting systems/software to facilitate maintenance, new release testing, upgrades, service packs, and/or daily, weekly, and monthly downloads

  • Resolve complex and escalated issues and become actively involved in fund accounting reports, tasks, and/or projects as needed

  • Review daily fund accounting reports for client portfolios, the daily cash forecast reports, and monthly reporting packages (which includes data extraction and transmission to clients)

  • Assist with the coordination of fund audits, perform daily pricing reviews for client portfolios, and complete signoffs Oversee the daily work and reporting for complex/high maintenance client(s) and may assist other internal teams with specialized client reporting

  • Provide training and development to their teams and offer performance evaluations and career development guidance

  • Manage client expectations, develop client solutions, and ensure the work performed meets or exceeds contract and service level obligations

RequiredExperience

  • Bachelor's degree in Accounting, Finance, Economics , Mathematics, Business, similar degree or equivalent work experience

  • Must have at least 2 years of Fund Accounting or related experience with a good understanding of Equity, Fixed Income, and Derivative Investments

  • Excellent analytical and organizational skills

  • Ability to learn quickly and work in a team environment

  • Desire for leadership

  • Must work on site at least 6 days/month

What Sets You Apart

  • Experience with mutual fund accounting software a plus

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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