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Client Reporting Associate Jobs in Michigan (NOW HIRING)

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 ...

Ceritypartners

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 ...

Ceritypartners

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 ...

Raymondjames

Client Service Associate

Belmont, MI · On-site

$12.75 - $17.50/hr

... Service Associate to provide exceptional support to two independent financial advisors and ... Prepare various business summary reports and client-specific reporting as needed for review by the ...

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...

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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 1, 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
Client Service Associate

Client Service Associate

Cerity Partners

Grand Rapids, MI • On-site

$25/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Job description

Position Summary:
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
Primary Responsibilities
  • Frequent custodian interaction & paperwork processing.

  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Attend meetings to take notes and send a summary to both the client and the advisory team.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

Required Qualifications:
  • Bachelor's degree

  • 1-3 years of experience

Skills and Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.

  • Ability to work in a team based/collaborative environment.

  • Must accept and thrive in a fast-paced, changing environment.

  • Adherence to all compliance policies & procedures.

  • Demonstrate the Cerity Partners culture.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Compensation Range:
This part-time role offers a compensation of $25.00 per hour
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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