Client Reporting Associate
$75k - $90kArrow Search Partners
About The Company Our client is a specialized asset manager focusing on real assets and income‑oriented strategies, delivering solutions across public and private markets. The firm is known for its research‑driven approach serving a global client base of institutional and individual investors. Responsibilities Assist with the regulatory and contractual reporting for institutional clients and shareholders Assist in the preparation and distribution of customized client reports Maintain and update reporting templates and schedules as needed Ensure accuracy and consistency across all reporting deliverables including fund factsheets Collaborate across teams to update data, disclosures, and messaging into recurring materials Assist in the creation, verification, and distribution of standardized and customized reporting packages and marketing materials Support the onboarding of new accounts and funds Support the execution of ad-hoc reporting requests Requirements Bachelor’s degree in finance or business 1-3 years of experience in financial reporting, operations, or client service within asset management or financial services Proficiency in Microsoft Excel Familiarity with reporting tools or data visualization platforms Experience with Vermilion Reporting Suite a plus Understanding of global institutional client reporting and marketing materials Salary Range $75,000-$90,000 Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales Industry Staffing and Recruiting #J-18808-Ljbffr Arrow Search Partners
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Reporting Associate in New York, NY vacancy
$100k - $115k
## Client Reporting AssociateApplylocations: New York, NYtime type: Full timeposted on: Posted 11 Days Agojob requisition id: JR-2026-101149# # **Position Summary**The Client Reporting Specialist is primarily responsible for ensuring the accuracy and timely delivery of...Suggested- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...SuggestedPermanent employmentContract workWork experience placementWork at office
The Rockridge Group
New York, NY6 days ago - TwinThread is seeking an associate to join its Information Management Group in New York. This role involves managing client portfolios for private equity funds, evaluating investment... ...transaction activity, prepare financial reports, and develop workflows for transaction...Suggested
- The Teachers Insurance and Annuity Association of America is looking for a Client Service Associate in New York, NY. This role supports onboarding of new... ...expectations by facilitating communications and preparation of reports. The ideal candidate should have a university degree...Suggested
$80k - $110k
Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree...SuggestedFlexible hours- ...we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products... ...opportunities for improvement while preparing reports for internal stakeholders, highlighting...Work visa
J.P. Morgan
New York, NY9 days ago $80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business... ...and timely execution Provide support for the client online reporting portal (eClient), including initial setup assistance and ongoing...Local areaShift workNeuberger
New York, NY1 day ago$80k - $110k
...pursuing outperformance for sophisticated clients via our Systematic, Discretionary and... ...here * As at 31 March 2026 To provide associate level support for the US Sales Team.... ...coordinate all ad hoc requests and ongoing reporting to senior management, including annual...Local areaFlexible hoursMan Group
New York, NY5 days ago$70k - $90k
...London. The Firm oversees $212 billion in client assets as of April 30, 2026. Position A... ...to join its growing team as a Client Associate. The Client Associate will work with our... ...operational aspects of client accounts including reporting on account holdings and investment...Work at officeLocal areaRockefeller Financial
New York, NY4 days ago- ...Keep management systems up-to-date with client information • Educate clients on account... ...• Help with the preparation of reports and other materials for client meetings... ...staff capacity. As a Registered Client Associate, you'll play an important role in servicing...Work at officeFlexible hours
UBS
New York, NY3 days ago - ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...submission to DocuSign and monitoring statuses through software Reporting focusing on timeliness, accuracy, and consistency across the portfolio...Work at officeLocal areaShift work
Crowe
New York, NY4 days ago - ...Client Relationship Associate Reports to: Relationship Manager(s) Status: Exempt As a Client Relationship Associate Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors....Work at office
Apollon Wealth Management, LLC
New York, NY2 days ago - ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information... ...services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right...Work at officeFlexible hours
UBS
New York, NY1 day ago $50k - $55k
...We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages... ...team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation. The Client Development...Work at officeLocal areaFlexible hoursIntegration Appliance, Inc.
New York, NY3 days ago$68k - $80k
...Job Summary The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients... ...events, reviewing financial data, and preparing reports Fostering positive relationships with internal and external...Temporary workLocal areaFlexible hoursMercer Advisors
New York, NY5 days ago$2,000 per month
...About This Role & Why It Matters We’re hiring a Large Group Client Associate to join our Client Success team. This role is designed for a... ...employer groups (750-3,000 lives). Contribute to strategy, reporting, renewal preparation, vendor coordination, and client deliverables...Temporary workRemote workHome officeFlexible hours$100k - $105k
Position Summary Guggenheim Investments seeks a self‑motivated individual to join its Client Invoicing team. Reporting to the Head of Client Invoicing, the role supports the Investment Management business for US and globally based clients and is responsible for fee processing...Work at office$75.9k - $126.5k
## Wealth Senior Client AssociateApplyremote type: Hybrid Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob... ...KYC (Know Your Customer) requirements; process related sales reports.* Process more complex client transactions such as cash disbursements...Work experience placement$98.96k - $148.44k
...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering... ...ethical judgment, and escalating, managing, and transparently reporting control issues. Qualifications Experience: 5-8 years of relevant...Full time$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise... ...Ensure final deliverables are accurate and complete Reporting & Tracking Maintain Financial Planning Status tracking spreadsheets...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hoursAmeriprise Financial
New York, NY5 days ago- The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal... ...with monthly balance sheets and quarterly performance reports. Manage cash balances and movement, ensuring accurate and timely...Flexible hours
$100k - $120k
...personal goals is the best way to help our clients and advance our business. With a 200-... ...is currently recruiting a Senior Client Associate to join our Latin America private banking... ...such as asset transfers, portfolio reporting/activity, client data requests, and resolving...Work at officeLocal area$33 - $34.55 per hour
A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting... ...client inquiries, managing communications, and preparing reports. The ideal candidate will proactively meet client needs...Hourly payContract work- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the... ...accurate, current, and reliable Prepare meeting materials, reports, and post‑meeting deliverables Elevate the Clear Point Partners...Full timeWork at officeFlexible hours
$85k - $100k
About The Company Our client is a boutique advisory firm that provides comprehensive wealth management services to ultra‑high‑net‑worth... ...Provide the fund administrator with monthly capital activity reports Prepare wires for investor redemptions and review and verify...Full time$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites... ...based in New York City. The Associate Account Manager will report to the Director of Client Services and collaborate with...Contract workLocal areaFlexible hoursPublicis Groupe Holdings B.V
New York, NY5 days ago$31.2k - $90k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor... ...) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general...Temporary workWork at officeLocal areaPowerToFly
New York, NY1 day ago$28 per hour
...Job Title: Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing... ...the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client...Hourly payWork experience placementCreative Solutions Services, LLC
New York, NY4 days ago$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors... ...the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client...Work experience placementTeachers Insurance and Annuity Association of America
New York, NY1 day ago$34.32k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general...Temporary workWork at officeLocal areaDormont Manufacturing Company
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Reporting Associate. Be the first to apply!
Related searches
- client success associate New York, NY
- client engagement associate New York, NY
- client services associate New York, NY
- client account associate New York, NY
- client relationship associate New York, NY
- client solutions associate New York, NY
- registered client associate New York, NY
- client success associate
- senior client service associate
- client engagement associate