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Client Reporting Associate Jobs in Wethersfield, CT

Zwicker & Associates, P.C.

Associate Attorney

Enfield, CT · On-site

$80K - $95K/yr

Advocate on behalf of the client's interests at various litigation settings * Utilize internal ... Analyze and process litigation inventory reports and litigation files, as assigned by Managing ...

Zwicker & Associates, P.C.

Associate Attorney

Enfield, CT · On-site

$80K - $95K/yr

Advocate on behalf of the client's interests at various litigation settings * Utilize internal ... Analyze and process litigation inventory reports and litigation files, as assigned by Managing ...

Zwicker & Associates, P.C.

Associate Attorney

Enfield, CT · On-site

$80K - $95K/yr

Advocate on behalf of the client's interests at various litigation settings * Utilize internal ... Analyze and process litigation inventory reports and litigation files, as assigned by Managing ...

NFP Corp

Performance Analyst

Windsor, CT · On-site

$65K - $90K/yr

Create and proactively execute client reporting structures * Collect portfolio characteristics for ... an associate to successfully perform the essential functions of this job: • Must be able to ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Wethersfield, CT

Client Reporting Associate information

See Wethersfield, CT salary details

$11K

$68.4K

$140K

How much do client reporting associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client reporting associate in Wethersfield, CT is $68,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $87,500.00 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 job categories do people searching Client Reporting Associate jobs in Wethersfield, CT look for?

The top searched job categories for Client Reporting Associate jobs in Wethersfield, CT are:

What cities near Wethersfield, CT are hiring for Client Reporting Associate jobs?

Cities near Wethersfield, CT with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Wethersfield, CT as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,434 per year, or $32.9 per hour.

Client Relations Representative - Westbrook, CT

Retirement Income Source SFG

Westbrook, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Description

POSITION: Client Relations Representative  

Location: Westbrook, CT

Schedule: M-F from 8:30 - 5:00pm (onsite + local travel) 

FLSA Classification: Non-Exempt


Who We Are

At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.


We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.


Position Summary

This is a sales development and client relationship role, not a passive administrative position as the Advisor's territory grows into expanding markets.


The Client Relations Representative (CRR) is responsible for:

  • Driving appointment generation from warm and event-based leads
  • Executing and supporting 8-10 marketing events per quarter
  • Initiating new client onboarding paperwork with precision
  • Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA. This role includes local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.


Key Responsibilities

Sales Development & Appointment Setting

  • Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
  • Secure a minimum of 6+ first-time kept advisor appointments per week
  • Reactivate dormant leads and no-shows
  • Maintain persistent follow-up cadence until leads are booked, declined, or disqualified
  • Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
  • Log all activity in CRM (Redtail) same day
  • Maintain high-energy phone presence with strong closing capability

Approximately 70% of this role is phone-based sales activity.


Marketing & Event Execution (8-10 Per Quarter)

In partnership with the Advisor and Marketing team:

  • Scout and recommend venues
  • Coordinate contracts and approvals
  • Manage RSVPs and confirmations
  • Oversee check-in and event-day logistics
  • Conduct same-day or next-day follow-up to maximize appointment conversion
  • Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.


Client Service & Onboarding Support

Initiate new client onboarding paperwork

Accurately prepare applications, transfer forms, and client profile documentation

Submit complete documentation to the New Business team (Westbrook office)

Ensure compliance and accuracy in all paperwork (this role submits - does not manage follow-up processing)

Coordinate Advisor calendars for efficiency

Maintain professional office and reception presence

Requirements

Must-Have Qualifications

Background and Experience:

  • Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
  • Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required
  • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
  • Exceptional attention to detail, with strong organizational and time management abilities
  • Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

  • CRM experience and proficiency in Microsoft Office Suite.
Physical & Work Environment Requirements
  • Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided)
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

  • 100% employer-covered medical benefits and an HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology


Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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