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Client Reporting Associate Jobs in New York (NOW HIRING)

Client Services Associate

Manhattan, NY ยท On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... and reports, overseeing operational activities related to client accounts, and supporting the ...

Client Service Associate Location: New York, NY 10017 (Hybrid) Duration: 12 Months The Client ... delivering reports to clients, and working with business partners to service client needs ...

Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon ... delivering reports to clients, and working with business partners to service client needs ...

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

Strategic Client Executive - RHP

Morristown, NJ ยท On-site

$78K - $107K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Effectively illustrate and validate client outcomes consistently, leveraging client reporting and ...

Showing results 21-40

Client Reporting Associate information

See New York salary details

$12K

$74.9K

$153.2K

How much do client reporting associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client reporting associate in New York is $74,885.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $95,700.00 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 New York? For Client Reporting Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in New York look for? The top searched job categories for Client Reporting Associate jobs in New York are:
What cities in New York are hiring for Client Reporting Associate jobs? Cities in New York with the most Client Reporting Associate job openings:
Infographic showing various Client Reporting Associate job openings in New York 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 $74,885 per year, or $36 per hour.

Associate Strategic Client Executive - TPA

Zelis Healthcare, LLC

Morristown, NJ โ€ข On-site

$79K - $107K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post hasย expired 1 day ago.ย Applications are no longer accepted.


Job description

At Zelis, we Get Stuff Done. So, let's get to it!

A Little About Us

Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts - driving real, measurable results for clients.

At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with AI to challenge the status quo, accelerate innovation, and amplify their impact. This is a place for builders with a growth mindset who act with agility, embrace change, and use modern technology to shape smarter solutions, exceptional experiences, and the future of our industry for our clients, customers, and our culture.

A Little About You

You bring a unique blend of personality and professional expertise to your work, inspiring others with your passion and dedication. Your career is a testament to your diverse experiences, community involvement, and the valuable lessons you've learned along the way. You are more than just your resume; you are a reflection of your achievements, the knowledge you've gained, and the personal interests that shape who you are.

Position Overview

The Associate Strategic Client Executive (Associate SCE) role will serve as the primary point of contact for Zelis for their assigned book of business. The Associate SCE will manage an assigned book of business comprised of vertically aligned clients and will drive growth for Zelis by achieving annual revenue targets, ensuring client retention, fostering growth with additional products and services, and ensure Zelis is always meeting and/or exceeding client expectations while driving a superior OneZelis customer experience. The Associate SCE will develop and maintain critical internal and external relationships to sustain and build upon Zelis' value proposition and work collaboratively across the enterprise to achieve their clients' goals and objectives.

What you'll do:

Client Relationship Building: Maximize the breadth and depth of relationships by working closely with clients to intimately understand their business strategies, needs, and challenges as well as how Zelis supports the achievement of those goals.

Revenue Management: Manage and oversee revenue targets, including budgets, forecasts, and product utilization review for the assigned book of business.

Client Renewals & Retention: Responsible for client renewals and retention. Successfully facilitate contract negotiations with their leader and manage the complete life cycle to renew client agreements while looking for ways to expand the partnership.

Risk Identification & Mitigation: Proactively identify and mitigate risks such as volume decreases, service gaps, and changes in client relationships.

Product Knowledge & Optimization: Drive revenue growth through existing product optimization, understand and communicate key differentiators, product strategy, features, and functionality.

Client Growth: Successfully uncover and qualify opportunities for growth to deliver great client value. Collaborate with sales to present innovative solutions and grow existing client base. Identify up and cross-sell opportunities to flag for Sales.

Client Value: Effectively illustrate and validate client outcomes consistently, leveraging client reporting and knowledge of client's business goals and measures.

Conduct Client Business Reviews: Conduct and lead all client business reviews and account plans to optimize value within the client's book of business.

Client Advocacy: Ensure industry leading quality service delivery and client satisfaction; measurements include proactive client management, timely escalation and resolution of issues, and nurture clients into loyal promoters. Secure client references and permission in support of key Zelis initiatives and case studies as needed.

What you'll bring to Zelis:

  • Bachelor's degree preferred.

  • 5+ years in client management role in the Payer space. Experience in working in healthcare including national insurance companies, or working with cost management, electronic payments, and/or healthcare communications solutions.

  • Demonstrated success in revenue management and increased utilization within an assigned book of business of mid to large enterprise clients.

  • Excellent written and verbal communication skills. Excellent presentation, public speaking, and meeting management capabilities. Ability to tailor messages to audiences.

  • Proven collaboration with key business partners: Sales, Operations, Product, Services, and Marketing.

  • Ability to anticipate future trends and incorporate them into business review planning.

  • Synthesizes complex issues and communicates clearly with both clients and internal stakeholders.

  • Ability to communicate and interact formally and informally with VPs and Executive Leadership; demonstrates enterprise thinking with ability to influence; proven ability to influence across a matrix and with leadership.

  • Experience leveraging data and reporting to accurately identify client and industry trends; able to synthesize data into compelling narratives.

  • Demonstrates sense of urgency and ability to multi-task and prioritize.

  • Strong listening and comprehension skills, ability to understand and address client concerns, feedback, and appropriately manage discussions with clients.

  • Travel estimated 30-40% (primarily) domestic [internal and external meetings]; Location: Remote.

  • Deep Understanding of Client's Business: Understand the client in terms of markets they operate in, competitors, objectives, and challenges. Successfully build strategic account plans to fully understand client's pain and business drivers.

  • Develop Trusting Relationships: Cultivates deep relationships with clients and team

  • Executive Communicator: Proactively communicates. Can effectively prepare and present communications to clients and leadership teams.

  • Problem Solver: The ability to offer and communicate compelling solutions to client challenges is invaluable.

  • Industry Knowledge: Remain abreast of changing and evolving healthcare landscape, regulations, and related market vertical and competitor trends.

  • Financial Acumen: Strong financial acumen and ability to interpret client financials. Commission-driven and motivated to achieve growth targets.

  • Innovative Thinking: Brings creative insight to client's businesses to help them deliver a competitive advantage.

  • Collaborator: Actively partners across BUs to communicate client needs & issues, shares and provides awareness of external trends and competitor landscape.

  • Troubleshooting: Forward looking, keeps an eye out for potential internal/external problems and managing potential concerns.


Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.


Location and Workplace Flexibility

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.


While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

Base Salary Range

$95,000.00 - $120,650.00

At Zelis we are committed to providing fair and equitable compensation packages. The base salary range allows us to make an offer that considers multiple individualized factors, including experience, education, qualifications, as well as job-related and industry-related knowledge and skills, etc. Base pay is just one part of our Total Rewards package, which may also include discretionary bonus plans, commissions, or other incentives depending on the role.

Zelis' full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees' health, well-being, and financial protection. The US-based benefits include a 401k plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.

Equal Employment Opportunity
Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We welcome applicants from all backgrounds and encourage you to apply even if you don't meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all.

Accessibility Support
We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email TalentAcquisition@zelis.com.

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, duties, and skills from time to time.