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Client Reporting Associate Jobs (NOW HIRING)

Fund Reporting Associate

New York, NY ยท On-site

$110K - $125K/yr

Build and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational risk * Prepare and review interim and year-end financial statements for ...

Job Title: Associate Director, Fund Reporting Locations: Hybrid | Waltham, MA, Boston, MA ... Other managerial duties may include ensuring accurate client billing, internal management reporting ...

Build and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational risk * Prepare and review interim and year-end financial statements for ...

Job Title: Associate Director, Fund Reporting Locations: Hybrid | Waltham, MA, Boston, MA ... Other managerial duties may include ensuring accurate client billing, internal management reporting ...

Job Title: Associate Director, Fund Reporting Locations: Hybrid | Waltham, MA, Boston, MA ... Other managerial duties may include ensuring accurate client billing, internal management reporting ...

Job Title: Associate Director, Fund Reporting Locations: Hybrid | Waltham, MA, Boston, MA ... Other managerial duties may include ensuring accurate client billing, internal management reporting ...

Job Title: Associate Director, Fund Reporting Locations: Hybrid | Waltham, MA, Boston, MA ... Other managerial duties may include ensuring accurate client billing, internal management reporting ...

Minneapolis, MN 55402 (On-Site) Duration: 3 Months+ (Possible Extension) The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service ...

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Client Reporting Associate information

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$11K

$68.4K

$140K

How much do client reporting associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client reporting associate in the United States is $68,448.00, 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 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.

More about Client Reporting Associate jobs
What cities are hiring for Client Reporting Associate jobs? Cities with the most Client Reporting Associate job openings:
What are the most commonly searched types of Client Reporting jobs? The most popular types of Client Reporting jobs are:
Who are the top companies hiring for Client Reporting Associate jobs? The top employers for Client Reporting Associate jobs are:
What states have the most Client Reporting Associate jobs? States with the most job openings for Client Reporting Associate jobs include:
Infographic showing various Client Reporting Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $68,448 per year, or $32.9 per hour.

Manager, Client Reporting

Publicis Groupe Holdings B.V

Boston, MA โ€ข On-site

$73K - $111K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago


Job description

Company Description
Publicis Groupe is a global leader in communication and is positioned at every step of the value chain, from consulting to execution, combining marketing transformation and digital business transformation. Through a unified and fluid organization, Publicis Groupe partners with its clients across communication, media, data and technology to ensure access to the full breadth of capabilities in every market. Present in over 100 countries, Publicis Groupe employs around 103,000 professionals.
Overview
This is a Financial role based in the Boston, Massachusetts office 3 days a week.
The Manager, Client Reporting role is a Financial business partner to Publicis Agencies client teams reporting to the Associate Director, Client Reporting. Independently driving reporting for client related finance matters including Revenue Recognition, client deliverable tracking, staff utilization tracking and client profitability analysis and reporting. Leveraging data, with an eye for detail, to inform management of business trajectory in order to make business decisions.
Responsibilities
Client Reporting
โ€ข Work closely with Client Partner/Client Services to manage client opportunity pipeline
โ€ข Work with Delivery & Client services to manage weekly client forecast
โ€ข Work with PM leads to develop fee pricing proposals for portfolio of clients in partnership with Client Lead team (annual
retainer and incremental projects)
โ€ข Prepare and review reports to ensure they meet reporting requirements per client/Agency agreement.
โ€ข Assist in developing financial and billing terms for client contracts. Review contracts in conjunction with Client Finance &
Agency Finance Director.
โ€ข Calculate Revenue Recognition during month end close, ensuring that it is being compiled based on contractual terms with the client. While additionally ensuring all revenue is recorded in compliance with revenue recognition guidelines, and
managing PE for audit backup.
Client Profitability
โ€ข Partner with FP&A team to prepare client profitability reporting on a monthly basis
โ€ข Work closely with Client Finance Director and client teams to analyze issues and identify opportunities for improvement
โ€ข Partner with client teams to implement profitability improvement strategies
Client Forecasts
โ€ข Partner with Agency Finance Team and Client Account Team to develop annual client plan as well as plans for rolling
forecasts
โ€ข Assist Associate Director/Director in the development of revenue targets for assigned clients
โ€ข Prepare and review monthly rolling forecasts and ensure forecasts are submitted in accordance with calendar and Groupe requirements in coordination with the Client Finance Director
Other
โ€ข Manage and track intercompany fee arrangements, assist in developing intercompany agreements and issue related
purchase orders
โ€ข Partner with client teams on consistent process implementation across all aspects of client related finance matters
โ€ข Oversee Trade Working Capital for their clients ensuring that management is aware of any issues that may put the agency cashflow at risk
โ€ข Managing audit requests for both client and external audit
Qualifications
โ€ข Bachelor's degree in Finance or Accounting
โ€ข 5+ years of work experience considered
โ€ข Strong technical skills, especially Microsoft Excel (Vlookups, Pivot Tables, etc.)
โ€ข Preference for local Boston Area Candidates
โ€ข Experience in SAAS preferred
โ€ข Effective communication skills
โ€ข Experience presenting financial information to non-financial teams
โ€ข Enjoys working in a fast-paced environment
โ€ข Excellent organizational, analytical and problem solving skills
โ€ข Comfortable digging through large volumes of reporting for key operational findings
โ€ข Ability to maintain and grow positive client relationships
โ€ข Self-motivation to work independently
โ€ข Ability to collaborate and work in a team environment
Additional Information
Our Publicis Groupe motto "Viva La Diffรฉrence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com. All your information will be kept confidential according to EEO guidelines.
Compensation Range: $73,910 - $111,320 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be November 24th, 2025.
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Compensation Range: USD $0.00 - USD $0.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/21/2025.