10 of the Most Popular Types of Client Reporting Associate Jobs in 2026

See what kind of roles similar to Client Reporting Associate jobs are hiring now

Top Types Of Client Reporting Associate Jobs

• Csa Financial Advisors

  Salary range: $75,000 - $131,000

  Csa Financial Advisors is a more unusual job search query but still may give you interesting job results. Most salaries for Csa Financial Advisors jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Take a look at the variety of open positions nationwide for Csa Financial Advisors job searches hiring now on ZipRecruiter.

• Schwab Private Client

  Salary range: $38,500 - $53,000

  Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

• Newedge Wealth

  Salary range: $86,500 - $109,000

  Newedge Wealth is a more unusual job search query but still may give you interesting job results. Most salaries for Newedge Wealth jobs pay between $86,500 (25th percentile) and $109,000 (75th percentile) annually. You’ll find many open positions nationwide for Newedge Wealth job searches hiring now on ZipRecruiter.

• Work From Home Customer Service Associate

  Salary range: $29,000 - $40,000

  Work From Home Customer Service Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Work From Home Customer Service Associate jobs pay between $29,000 (25th percentile) and $40,000 (75th percentile) annually. You’ll find many open positions nationwide for Work From Home Customer Service Associate job searches hiring now on ZipRecruiter.

• Investment Suitability Review

  Salary range: $121,500 - $195,000

  Investment Suitability Review is a more unusual job search query but still may give you interesting job results. Most salaries for Investment Suitability Review jobs pay between $121,500 (25th percentile) and $195,000 (75th percentile) annually. Take a look at the variety of open positions nationwide for Investment Suitability Review job searches hiring now on ZipRecruiter.

• Client Relationship Associate

  Salary range: $40,000 - $50,000

  Client Relationship Associate is a typical job search query Most salaries for Client Relationship Associate jobs pay between $40,000 (25th percentile) and $50,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Client Relationship Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Senior Client Associate

  Salary range: $44,500 - $95,000

  Senior Client Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Associate jobs pay between $44,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Schwab Wealth Advisory

  Salary range: $83,500 - $123,500

  Schwab Wealth Advisory is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Wealth Advisory jobs pay between $83,500 (25th percentile) and $123,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Wealth Advisory job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Scherer

  Salary range: $31,500 - $64,000

  Scherer is a more unusual job search query but still may give you interesting job results. Most salaries for Scherer jobs pay between $31,500 (25th percentile) and $64,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Scherer job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.