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Client Reporting Associate Jobs in Iowa (NOW HIRING)

Xerox

Client Associate - Honolulu, HI

Spirit Lake, IA · On-site

The Client Associate serves as the primary on-site operational support representative for Xerox ... Performs timely submission of billing requirements with all associated reporting. * Supply ...

Stifel

Part-time Client Service Associate - NR

Ames, IA · On-site

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Part-time Client Service Associate - NR

Ames, IA · On-site

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

... of new client opportunities, expanding existing relationships (wealth management and overall ... Gather data and create reports that are utilized by the department and its committees. * Enhance ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

... of new client opportunities, expanding existing relationships (wealth management and overall ... Utilize software and tools that facilitate financial planning Gather data and create reports that ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

... of new client opportunities, expanding existing relationships (wealth management and overall ... Gather data and create reports that are utilized by the department and its committees. * Enhance ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Iowa

Client Reporting Associate information

See Iowa salary details

$10.3K

$64.3K

$131.5K

How much do client reporting associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client reporting associate in Iowa is $64,291.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $82,200.00 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.

What are popular job titles related to Client Reporting Associate jobs in Iowa? For Client Reporting Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Iowa look for? The top searched job categories for Client Reporting Associate jobs in Iowa are:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Iowa as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $64,291 per year, or $30.9 per hour.

Client Associate - Honolulu, HI

Xerox

Spirit Lake, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Xerox rating

7.3

Company rating: 7.3 out of 10

Based on 129 frontline employees who took The Breakroom Quiz

102nd of 156 rated electronics manufacturers

Job description

General Information
City
Honolulu
State/Province
Hawaii
Country
United States
Date
Wednesday, July 1, 2026
Working time
Full-time
Ref#
20040252
Job Level
Individual Contributor
Job Type
Experienced
Seniority Level
Associate
Currency
USD - United States - US
The salary range above represents the low and high end in the local currency of Xerox's salary range for this position and is reflected in an annualized amount. Actual salaries will vary based on factors including, but not limited to, geographic location, market competition, and/or the successful applicant's education, experience, knowledge, skills, and abilities. The range listed is just one component of Xerox's total compensation package for employees. Employees are also afforded a comprehensive suite of benefits, to view those details please visit Xerox Careers for your applicable country. If you are not reviewing this job posting on Xerox Careers, we cannot guarantee the validity of this posting. For a list of our current internal postings, please visit Xerox Careers.
Hourly: Hourly rates for this position can be shared with you per your location, this rate will fall within the posted range.
Description & Requirements
About Xerox Holdings Corporation
For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients. At Xerox, we make work, work. Learn more about us at www.xerox.com.
Overview:
The Client Associate serves as the primary on-site operational support representative for Xerox-managed services at assigned client locations. This role is responsible for ensuring the successful delivery of contracted services, maintaining strong client relationships, supporting operational processes, managing billing and inventory activities, and providing technical support for Xerox document management solutions. The Client Associate works closely with both the client and Xerox management to ensure service excellence, operational efficiency, and customer satisfaction.
Responsibility:
  • Ensures day to day interface with account key contacts
  • Works closely with immediate manager sharing information and following up with account activity.
  • Participates in internal and external account reviews.
  • Performs timely submission of billing requirements with all associated reporting.
  • Supply/Inventory management.
  • Network installation of Xerox device if needed.
  • Scan to file configuration on all Xerox devices.
  • Scan to file set-up on FTP Server.
  • Desktop installation of software if needed.
  • FTP server update to Xerox devices.

Qualifications:
  • Associate degree or equivalent work experience preferred.
  • Experience in customer service, office operations, managed print services, or technical support.
  • Working knowledge of Microsoft Office applications.
  • Basic understanding of networking concepts, FTP servers, multifunction printers, and scanning technologies.
  • Experience with Xerox devices and document management solutions is preferred.

Skills & Competencies:
  • Excellent customer service and relationship management skills.
  • Strong verbal and written communication abilities.
  • Organizational and time management skills with attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Problem-solving and analytical skills.
  • Technical aptitude with networking and office technology.
  • Ability to work independently while collaborating effectively with internal teams.
  • Professional demeanor with a commitment to delivering exceptional client service.

What We Offer:
  • Competitive compensation (hourly compensation and applicable overtime).
  • Comprehensive benefits offerings (including medical, dental, vision, life insurance).
  • Retirement Plan - 401k.
  • Paid holidays, personal choice days, and paid time off.
  • A culture that offers flexibility and a healthy work life balance.

With Our Technology, Build Your Future at Xerox. Apply Now!
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#LI-ONSITE

What Xerox employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Xerox

Sourced by ZipRecruiter

For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power today's workforce. From the office to industrial environments, our differentiated business solutions and financial services are designed to make every day work better for clients -- no matter where that work is being done. Today, Xerox scientists and engineers are continuing our legacy of innovation with disruptive technologies in digital transformation, augmented reality, robotic process automation, additive manufacturing, Industrial Internet of Things and cleantech. Learn more at www.xerox.com and explore our commitment to diversity and inclusion.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Norwalk, CT, US

Year founded

1906

Social media

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