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Manager Client Reporting Jobs (NOW HIRING)

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...

Head of Client Reporting Platform

Manhattan, NY · On-site

$153K/yr

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...

Head of Client Reporting Platform

Austin, TX · On-site

$137K/yr

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...

Client Reporting Analyst III

Plano, TX · On-site

$82K - $127K/yr

Enterprise This job is responsible for developing reports to support management decision making ... client meetings to understand needs and develop requirements, performing data research and data ...

Head of Client Reporting Platform

Austin, TX · On-site

$137K/yr

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...

This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...

This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...

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Manager Client Reporting information

See salary details

$65K

$135.8K

$150.5K

How much do manager client reporting jobs pay per year?

As of Jul 23, 2026, the average yearly pay for manager client reporting in the United States is $135,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $139,000.00 and $139,000.00 per year, depending on experience, location, and employer.

What is the difference between Manager Client Reporting vs Client Service Manager?

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer service or client management certifications beneficial

While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.

How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?

A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.

What does a Manager Client Reporting do?

A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.

What are the key skills and qualifications needed to thrive as a Manager Client Reporting, and why are they important?

To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.
More about Manager Client Reporting jobs
What cities are hiring for Manager Client Reporting jobs? Cities with the most Manager Client Reporting job openings:
What are the most commonly searched types of Client Reporting jobs? The most popular types of Client Reporting jobs are:
What states have the most Manager Client Reporting jobs? States with the most job openings for Manager Client Reporting jobs include:
Infographic showing various Manager Client Reporting job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $135,801 per year, or $65.3 per hour.

Client Reporting Analyst III

BofA Securities

Fort Worth, TX • On-site

Full-time

Posted 21 days ago


Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:


This job is responsible for developing reports to support management decision making. Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.

Responsibilities:

  • Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau

  • Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in 'Fit for Use' relational tables

  • Analyzes disparate database sources including relational structures, dimensional data models, and cubes

  • Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards

  • Partners with business stakeholders to translate business requirements into technical specifications

  • Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures

  • Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects

Required Qualifications:

  • Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS

  • Minimum of 3 years of data reporting experience

Desired Qualifications:

  • Experience with LoanIQ, Data and Database

Skills:

  • Automation

  • Data Mining

  • Data Quality Management

  • Data Visualization

  • Reporting

  • Agile Practices

  • Attention to Detail

  • DevOps Practices

  • Production Support

  • Technical Documentation

  • Business Acumen

  • Business Process Analysis

  • Continuous Improvement

  • Innovative Thinking

  • Quality Assurance

Minimum Education Requirement:

  • High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40