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Client Reporting Associate Jobs in Missouri (NOW HIRING)

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... reporting, and processing contract or addendum requests. * Collaborate with internal teams to ...

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Client Reporting Associate information

See Missouri salary details

$10.3K

$64.2K

$131.3K

How much do client reporting associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client reporting associate in Missouri is $64,205.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $82,100.00 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 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 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 Missouri?

For Client Reporting Associate jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Missouri look for?

The top searched job categories for Client Reporting Associate jobs in Missouri are:

Infographic showing various Client Reporting Associate job openings in Missouri as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $64,205 per year, or $30.9 per hour.

Associate Account Executive - Pharmacy

Lockton, Inc.

Kansas City, MO • On-site

Full-time

Re-posted 4 days ago


Lockton rating

9.0

Company rating: 9.0 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

38th of 315 rated insurance


Job description

Job Summary:
Lockton is currently seeking an Associate Account Executive to provide technical support and serve as a point of contact for the Pharmacy Practice. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
• Manage and organize client tasks lists and open items.
• Assist in development and distribution of RFP's - market and spread results; coordinating vendor responses, analysis and comparison of RFP responses and preparation of client reports with recommendations.
• Work collaboratively with PBMs to collect pharmacy data, ensuring reporting is accurate, timely, and of high quality.
• Coordinate with centralized support on communication materials and required compliance notices as applicable.
• Assist in review and accuracy of all vendor agreements and/or plan/policy documents.
• Facilitate client service meetings.
• Collect data /information for baseline assessment.
• Assist with new vendor implementation process; request & coordinate renewal activities with all vendors
• Build, manage and populate project plans for clients.
• Prepare client presentations, financial and clinical reports for internal and external partners.
• Develop client specific service calendar and manage deliverables as applicable.
• Coordinate evening and lunch events with clients to build and strengthen on-going relationships.
Requirements:
EDUCATION, EXPERIENCE, AND SKILLS REQUIRED:
• Bachelor's Degree in a business-related field is required
• Minimum 3 years of experience in the industry, specifically experience in PBMs or like.
• Strong customer service skills
• Excellent computer skills; must have the ability to manipulate large spreadsheets, census data, disruption, geo-access, benchmarking data, etc.
• Must have mathematical/technical expertise in managing and reporting monthly claim tracking results and observations.
• Strong working knowledge of differing financial arrangements and products available to clients including self-funded.
• Excellent organizational and communication skills
• Proven critical thinking and problem-solving skills
• Legal right to work in the United States
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone's family.

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