ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Ohio (NOW HIRING)

Robert Half

Client Service Associate

Sylvania, OH · On-site

$14 - $19.50/hr

We are looking for a Client Service Associate to support advisors and relationship management ... Prepare and distribute recurring account and activity reports to support client service efforts and ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

... reports, prepare routine client correspondence, support for closes, set up of client files, copy ... Associate (2-year) degree or equivalent. * 3-5 years Relevant Experience Required. * Experience ...

New

BDO USA

D365 Client Relationship Manager

Akron, OH · On-site

Monitors and reports SLA/KPI performance (e.g., response/resolution performance, backlog aging ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

BDO

D365 Client Relationship Manager

Akron, OH · On-site

Monitors and reports SLA/KPI performance (e.g., response/resolution performance, backlog aging ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

PNC Bank

Client Onboarding Associate

Cleveland, OH · On-site

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service ... This role reports directly to the Client Onboarding Manager. Key responsibilities include, but are ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

previous page

Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Ohio

Client Reporting Associate information

See Ohio salary details

$10.5K

$65.1K

$133.1K

How much do client reporting associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client reporting associate in Ohio is $65,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $83,200.00 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 the most commonly searched types of Client Reporting jobs in Ohio?

The most popular types of Client Reporting jobs in Ohio are:

What are popular job titles related to Client Reporting Associate jobs in Ohio?

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

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

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

What cities in Ohio are hiring for Client Reporting Associate jobs?

Cities in Ohio with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Ohio 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 $65,073 per year, or $31.3 per hour.

Client Support Assistant

Johnson Investment Counsel

Cincinnati, OH • On-site

$15.25 - $20.50/hr

Other

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

Job description

POSITION DESCRIPTION
Job Title:
Client Support Assistant
Date:
April 2026
Department
Portfolio Management
Reports To:
Portfolio Manager (PM)
FLSA Classification:
Non-exempt
Summary / objective of position:
The Client Support Assistant (CSA) plays a critical role in delivering high-quality, digitally enabled client experience. This position provides comprehensive administrative, operational, and client service support to the Portfolio Manager (PM) unit, often involving sensitive and confidential information. The CSA is expected to operate effectively in a rapidly evolving, technology-driven environment, demonstrating adaptability, strong digital skills, and a continuous-learning mindset. The role requires initiative, sound judgment, and the ability to prioritize and execute tasks accurately and efficiently in a fast-paced advisory setting.
Essential functions of position:
Client & Account Support
  • Develop and maintain a strong working knowledge of assigned client relationships, account structures, and service needs.
  • Open, maintain, and close client accounts using primarily digital workflows (e.g., electronic forms, e-signature platforms such as DocuSign), with limited paper processing as required.
  • Prepare and process account transfers, distributions, and account maintenance requests accurately and in a timely manner.
  • Process charitable and non-charitable gifting of cash and securities.
  • Manage all forms of cash flow activity, including checks, ACHs, wire transfers, electronic fund transfers, and bill pay.
Digital Operations & Technology Enablement
  • Accurately maintain and update client relationship management (CRM) systems and related digital records, ensuring data integrity and compliance.
  • Effectively use firm-approved software platforms and digital tools (e.g., CRM, custodial platforms, document management systems, reporting tools, collaboration software).
  • Demonstrate openness and adaptability to new technologies, system enhancements, automation, and evolving digital workflows.
  • Participate in testing, adoption, and refinement of new tools and processes as the firm continues to modernize operations.
Client Communication & Service
  • Serve as a primary point of contact for routine client inquiries, delivering timely, professional, and accurate responses via phone, email, and digital channels.
  • Draft, prepare, and distribute client correspondence, including routine communications, custodial forms, and service-related documentation.
  • Assist with the preparation and distribution of quarterly client reports, tax reporting materials, and other client-facing deliverables.
  • Provide backup support for PM unit client communications as needed.
Collaboration & Internal Partnership
  • Partner closely with the PM, Associate Portfolio Manager (APM), and/or Portfolio Management Assistant (PMA) to support client service delivery.
  • Act as a liaison between the PM unit and internal departments such as Operations, Compliance, and Technology, as well as external custodians and financial institutions.
  • Schedule meetings, manage calendars, and coordinate logistics using digital scheduling and collaboration tools.
  • Continuous Learning & Process Improvement
  • Commit to ongoing professional development, including training on new systems, workflows, compliance requirements, and best practices.
  • Identify opportunities to improve efficiency, accuracy, and client experience through better use of technology and standardized processes.
  • Support special projects such as client events, process initiatives, or cross-team coverage as needed.
Preferred education and experience
  • High school diploma required; post-secondary education in business, finance, or a related field preferred.
  • Prior experience in financial services, investments, or a professional services environment strongly preferred.
  • Strong digital aptitude, including the ability to quickly learn and effectively use new software applications and technology platforms.
  • Proficiency in Microsoft Word, Excel, and Outlook; experience with CRM systems (e.g., Salesforce) and custodial platforms is a plus.
  • Exceptional organizational skills with a high level of attention to detail and accuracy.
  • Ability to manage multiple priorities and deadlines in a fast-paced, evolving environment.
  • Strong written and verbal communication skills, including professional client-facing correspondence.
  • Demonstrated initiative, adaptability, and commitment to teamwork and continuous improvement.

Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Apply