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Client Reporting Associate Jobs in Michigan (NOW HIRING)

Hylant

Client Market Analyst

Detroit, MI

... reports, etc. * Document all marketing activities in accordance with established procedures to ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

Hylant

Client Market Analyst

Grand Rapids, MI · On-site

... reports, etc. * Document all marketing activities in accordance with established procedures to ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

Hylant

Client Market Analyst

Ann Arbor, MI · On-site

... reports, etc. * Document all marketing activities in accordance with established procedures to ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

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Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Michigan

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

Cash Management Associate - Client Experience & Operations

Raymondjames

Southfield, MI • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Job Description Summary

Are you passionate about delivering exceptional client service while keeping operations running smoothly? As aCash Management Associate. you'll be the friendly, knowledgeable voice supporting our branches and internal teams. You'll help resolve account inquiries, troubleshoot disbursement issues, and ensure compliance-all while keeping the client experience top-notch.
This role is perfect for someone who thrives in a fast-paced, detail-driven environment and enjoys being the go-to resource for solving problems and making things happen.

Job Description

This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location.

Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.

What You'll Be Doing

  • Be the first line of support for branch teams-answering questions and resolving client account activity.

  • Investigate and correct disbursement errors with precision and care.

  • Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.

  • Research and resolve transaction discrepancies from both branch and home office entries.

  • Post wires, checks, and process ACH profiles and periodic transactions as needed.

  • Help train new associates and support escalated calls when needed.

  • Contribute to a culture of continuous improvement and client-first service.

What You Bring

  • Strong communication skills-both written and verbal.

  • A knack for solving problems and staying organized in a fast-moving environment.

  • A customer-first mindset with a passion for helping others.

  • Familiarity with basic accounting principles and office procedures.

  • Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems.

Your Background

  • High School Diploma or equivalent required.

  • 2+ years of experience in customer service, office administration, or financial services preferred.

Why You'll Love It Here

  • Collaborative team environment with room to grow.

  • Opportunities to expand your skills and take on new challenges.

  • A role that makes a real impact on client satisfaction and operational excellence

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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