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Client Reporting Associate Jobs in Michigan (NOW HIRING)

Gallagher

Sr. Client Associate

Bloomfield Hills, MI · On-site

$13.75 - $19/hr

As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they ... Create and manage documents, certificates, and reports using Gallagher's systems and tools.

NFP

Client Service Associate I

Royal Oak, MI · Hybrid

$50K - $78K/yr

We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management ... reports, proposals, and presentations * Assist with new business processing across insurance and ...

NFP

Client Service Associate I

Royal Oak, MI · On-site

$50K - $78K/yr

We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management ... reports, proposals, and presentations * Assist with new business processing across insurance and ...

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See Michigan salary details

$9.6K

$59.7K

$122K

How much do client reporting associate jobs pay per year?

As of Jun 4, 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 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 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 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 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
Associate Client Success Partner

Associate Client Success Partner

SpotOn: Sales

Royal Oak, MI • On-site

$45K - $60K/yr

Full-time

Posted 2 days ago

SpotOn rating

6.1

Company rating: 6.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

167th of 185 rated software companies

Job description

About SpotOn
We're not just building restaurant tech, we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
  • Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
  • Awarded Great Places to Work and Built In's Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you.
Position Objective
The Associate Client Success Partner manages a large portfolio of Core Accounts (Segment C) and drives client retention and adoption through scalable engagement strategies. This role is ideal for highly motivated, detail-oriented individuals who want to develop foundational client success skills in a fast-paced, high-volume environment. You will gain experience managing accounts using standardized programs, adoption campaigns, and automation tools to drive client satisfaction and retention. Success requires curiosity, attention to detail, and a commitment to helping clients realize value while building a foundation for a career in client success.
Responsibilities
Client Retention
  • Manage a portfolio of Core Accounts (Segment C) using standardized engagement campaigns.
  • Monitor account health and respond promptly to support inquiries or issues.
  • Execute adoption campaigns and proactive check-ins to maintain satisfaction.

Revenue Expansion
  • Identify potential upsell or cross-sell opportunities through standardized programs.
  • Promote additional SpotOn solutions to increase adoption across accounts.

Client-Focused Collaboration
  • Partner with internal teams (Product, Implementation, Support) to deliver consistent client experiences.
  • Escalate complex issues to senior CSPs when needed.

Portfolio Management & Reporting
  • Maintain accurate account records and engagement metrics.
  • Use dashboards and reporting tools to track adoption and retention outcomes.

Qualifications:
  • Proven ability to manage high-volume client accounts effectively.
  • Strong communication and customer service skills.
  • Familiarity with SpotOn tools (Salesforce, HUB, Tableau, Metabase).
  • Understanding of adoption campaigns and low-touch engagement strategies.
  • Ability to follow standardized processes and operational procedures.

Previous Experience
  • 1 year of professional experience in customer success or related roles.
  • Experience in fintech or SaaS environments preferred.

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at careers@spoton.com.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
Work authorization in the U.S. is required. Visa sponsorship is not available for this role.
SpotOn is an E-Verify company.

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