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Client Reporting Associate Jobs (NOW HIRING)

BNY Mellon

Associate, Fund Reporting II

Lake Mary, FL · On-site

Associate, Fund Reporting At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global ...

Robert Half

Associate

Fort Worth, TX · On-site

$75K - $90K/yr

Wealth Management Client Reporting Associate - Fort Worth, TX (100% In-Office) Established investment management firm seeking detail-oriented Client Reporting & Analytics Associate to support our ...

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BNY Mellon

Associate, Fund Reporting II

Lake Mary, FL · On-site

Associate, Fund Reporting At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global ...

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA

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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:
What job categories do people searching Client Reporting Associate jobs look for? The top searched job categories for Client Reporting Associate jobs are:
Client Reporting Associate jobs near you
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.
Senior Associate, Client Reporting/Performance

Senior Associate, Client Reporting/Performance

BNY Mellon

Pittsburgh, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

BNY Mellon rating

7.7

Company rating: 7.7 out of 10

Based on 50 frontline employees who took The Breakroom Quiz

105th of 146 rated financial services

Job description


Senior Associate, Client Reporting/Performance
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Client Reporting, Performance to join our Client Reporting and Performance team. This role is located in Pittsburgh
In this role, you'll make an impact in the following ways:
• Monitors and reports on client portfolio performance.
• Owns online tools and reporting platform, troubleshoots and manages any issues with the platform.
• Answers escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against their peers.
• Applies industry research to predict future industry trends.
• Provides guidance to less experienced Client Reporting associates on portfolio performance reporting and client guidance in risk management and portfolio allocation.
• Serves as the organization's expert regarding different product lines and responds to escalated inquiries.
• Maintains and implements improvements to the online platform used by clients to generate portfolio reports.
• Trains clients on report production and listens to client concerns to develop plans to improve client experience.
• Publishes white papers on industry trends and identifies opportunities to expand revenues from products and capabilities.
• May have people management responsibilities in some geographies and provides guidance to less experienced staff as needed.
• Contributes to the achievement of team goals.
To be successful in this role, we're seeking the following:
• Bachelor's degree or the equivalent combination of education and experience.
• 5-7 years of total work experience preferred.
• Experience in trading or brokerage preferred.
• Strong knowledge of client portfolio performance, risk management, and asset allocation.
• People leadership experience (if applicable).
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1784

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