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Client Reporting Associate Jobs in Michigan (NOW HIRING)

Raymondjames

Client Service Associate

Fremont, MI · On-site

$13.50 - $18.50/hr

Prepare various business summary reports and client-specific reporting as needed for review by the ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Cerity Partners

Client Service Associate

Grand Rapids, MI · On-site

$25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Attend meetings to take ...

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Client Reporting Associate information

See Michigan salary details

$9.6K

$59.7K

$122K

How much do client reporting associate jobs pay per year?

As of Jul 23, 2026, the average yearly pay for client reporting associate in Michigan is $59,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,200.00 and $76,300.00 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 Michigan? For Client Reporting Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Michigan look for? The top searched job categories for Client Reporting Associate jobs in Michigan are:
What cities in Michigan are hiring for Client Reporting Associate jobs? Cities in Michigan with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Reimbursement & Reporting Associate

Reimbursement & Reporting Associate

University Bank

Hancock, MI • On-site

Full-time

Posted 15 days ago

Job description

General Job Summary
The Reimbursement & Reporting Associate is responsible for completion of default reporting and for facilitating the reimbursement of funds from various entities, including GSEs, PMI companies and investors. The position also reviews and processes invoices and claim payments and maintains corporate advance accounts.
This position requires strong analytical skills, meticulous attention to detail, and the ability to manage complex regulatory and procedural requirements across multiple loan programs.
Summary of Essential Job Functions
  • Review, maintain, monitor, and submit default reporting to investors, insurers, and agencies as required by entity guidelines, ensuring timelines and procedural standards are consistently met.
  • Coordinate with internal departments to resolve outstanding issues preventing the accurate completion of default reporting.
  • Review, analyze and implement default reporting process changes within the mortgage servicing system.
  • Develop and maintain a strong working knowledge of the default lifecycle and cross-functional processes within the department to support accurate reporting and/or claims submissions.
  • Draft and file reimbursement claims on FHA, VA, PMI, FHLMC, FNMA, FHLB, and Rural Housing loans, ensuring compliance with entity regulations and guidelines.
  • Monitor and follow up on filed claims on a regular basis, filing supplemental claims or corrections as needed to ensure maximum reimbursement potential.
  • Analyze process and track claims payments in accordance with internal controls and requirements.
  • Accurately record and process payment of corporate advances, including highly time-sensitive payments.
  • Collaborate with internal departments and external partners to resolve outstanding issues preventing payment of invoices.
  • Assist in creating and maintaining departmental procedures.
  • Process physical correspondence for reimbursement department.
  • Manage individual and shared departmental email inboxes, responding promptly and professionally to internal and external inquiries.
  • Generate, review, and act upon quality-control reports and task lists from applicable systems to ensure accuracy and compliance.

Other Job Functions
  • Participate in all required departmental training sessions.
  • Attend and actively contribute to departmental meetings, offering insights, raising concerns, and supporting continuous improvement initiatives.
  • Perform additional duties and responsibilities as assigned by leadership, including special projects, audits, quality control initiatives, or cross functional support as business needs evolve.
  • Maintain knowledge of agency guidelines, including changes which may impact department functions.

Requirements
Education, Training and Work Experience
  • High school diploma (or equivalent) required.
  • 1-3 years previous experience in default reporting required.
  • 1-3 years previous experience in mortgage loan servicing highly desired.
  • 1-3 years previous experience in default servicing highly desired.
  • Knowledge of MSP and Black Knight required.

Knowledge, Skills and Abilities
  • Maintain & foster positive relationships with internal teams and external business partners.
  • Complete all assigned training within established timelines.
  • Communicate professionally and effectively in both verbal and written formats, ensuring clarity, and accuracy. Excellent organizational and time management skills, with the ability to manage multiple deadlines.
  • Prioritize tasks effectively and meet deadlines, while maintaining consistent precision and adherence to established procedures.
  • Handle confidential and sensitive information responsibly, in accordance with company policies and regulatory requirements Build rapport and negotiate effectively, providing business-oriented solutions for escalated issues and complex situations. Exhibit a very high degree of accuracy and attention to detail.
  • Demonstrate a high level of dependability, reliability, and accountability in daily responsibilities. Strong critical thinking and analytical skills with the ability to solve multi-faceted problems.
  • Proficiency in mortgage servicing systems (MSP) and Microsoft Office applications.
  • Compliance with all applicable regulations, internal controls, departmental procedures, and company policies.

Working Environment
Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments.
Physical Requirements
  • Able to lift up to 20 pounds
  • Travel by foot in outdoor environments where it can slippery/etc.
  • Extended periods of sitting (at computer desk)
  • Complete repetitive tasks (including operation of computer mouse/keyboard)

Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
**University Bank is an Equal Opportunity / Affirmative Action Employer**

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