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Client Reporting Associate Jobs (NOW HIRING)

Inmar

Representative, Rx Client Reporting

Grand Prairie, TX · On-site

$15.25 - $20.50/hr

The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Eligible associates have access to: * Medical, Dental, and Vision insurance * Basic and ...

Inmar

Representative, Rx Client Reporting

Winston Salem, NC · On-site

$14.75 - $20/hr

The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Eligible associates have access to: * Medical, Dental, and Vision insurance * Basic and ...

Raymondjames

Tax Reporting Associate

Memphis, TN · Hybrid

$56K - $75K/yr

... of client-first, integrity, independence and a conservative, long-term view. We expect our ... When associates bring their best authentic selves, our organization, clients, and communities ...

Raymondjames

Tax Reporting Associate

Saint Petersburg, FL · Hybrid

$55K - $73K/yr

... of client-first, integrity, independence and a conservative, long-term view. We expect our ... When associates bring their best authentic selves, our organization, clients, and communities ...

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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 Aug 12, 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 August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,448 per year, or $32.9 per hour.

Client Reporting and Accounting Associate

CornerStone Partners

Charlottesville, VA • On-site

$90K - $105K/yr

Full-time

Medical, Life, Retirement

Re-posted 13 days ago

Job description

Job Summary

As part of CornerStone’s collaborative Client Operations & Accounting Team, the Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment portfolios through performance reporting, financial analysis, and client service. This position is ideal for accounting or finance professionals who want to apply their technical accounting skills while developing expertise in investment reporting and portfolio analytics. The role provides exposure to a wide range of investment operations activities including portfolio performance analysis, private equity reporting, risk and liquidity monitoring, and investment-related audit and tax support.

The Associate will work closely with colleagues across client accounting and reporting, operations, and investment teams to deliver high-quality reporting and analytical support to nonprofit clients who rely on their investment portfolios to fund their missions.

The successful candidate is accountable, adaptable, detail-oriented, collaborative, and intellectually curious.

This is a full-time position with a starting salary range of $90,000 – $105,000. Benefits include an annual bonus and a generous benefits package including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution. This position requires the candidate to spend a minimum of two days per week in CornerStone’s Charlottesville office, with additional time in the office during the initial training period.


Core Responsibilities

Following training, the Associate will contribute across a range of reporting, analytical, and operational activities including:

Investment Reporting & Portfolio Analysis

  • Preparation of monthly and quarterly client portfolio reports
  • Calculation and review of investment performance returns and related metrics
  • Performance attribution analysis and reporting
  • Portfolio-level risk and exposure analysis
  • Portfolio liquidity monitoring and cash flow analysis


Investment Accounting & Data Management

  • Review of accounting and performance data provided by client custodians
  • Private equity investment account reconciliations and performance tracking
  • Maintenance of investment performance and analytical platforms


Client Service & Operational Support

  • Investment-related client audit and tax support
  • Investment transaction management and other portfolio administration functions
  • Collaboration with client service teams and external service providers
  • Special projects including analytical support for team members and ad hoc client analyses

Required Skills/Abilities

  • Strong accounting and analytical skills with the ability to interpret and organize large volumes of financial information
  • Exceptional attention to detail and ability to work with precision
  • Excellent client service mindset with an aptitude for working directly with clients and their service providers
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines
  • Advanced skills in Excel, PowerPoint, and Word
  • Ability to work both independently and collaboratively in a team environment

Preferred Skills/Abilities

  • Understanding of nonprofit accounting and taxation
  • Experience or interest in the investment industry, portfolio reporting, or financial analysis
  • Experience with data analytics, data manipulation, or APIs

Experience & Education

  • Minimum of 2 years of professional experience
  • Bachelor’s degree required (BA or BS)
  • CPA, CFA, or other technical certifications are helpful but not required
  • Candidates with experience in the following roles may be well suited for this position:
    • Investment Performance Analyst
    • Investment Operations Analyst
    • Fund Accountant
    • Public Accounting Associate interested in transitioning into investment reporting or analytics


CornerStone Partners

CornerStone, based in Charlottesville, Virginia, serves as the outsourced investment manager (OCIO) for nonprofit organizations. Our clients rely on the returns generated by their investment portfolios to support missions in areas such as health, education, conservation, and community development. CornerStone manages the full investment program for our clients, including portfolio oversight, investment reporting, and operational administration. The firm manages approximately $29.3 billion (as of 12/31/2025) and has 36 employees. CornerStone is a dynamic, growth-oriented firm committed to developing a diverse and equitable workforce.


To Apply

Please submit a resume and cover letter by visiting our Careers page: www.cstonellc.com/careers

Applications will be reviewed as they are received, and interviews will continue until the position is filled. CornerStone is not able to sponsor employees who would require a visa to work in the U.S.

Contact Susan Holtzman, HR Manager, with any questions about the position or to learn more about CornerStone Partners at: careers@cstonellc.com

Apply