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Client Reporting Associate Jobs in Columbus, OH (NOW HIRING)

We are looking for a Client Experience Associate to join our team! Please see below for more ... We comply with all requirements of the Fair Credit Reporting Act (FCRA) to ensure the privacy and ...

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We are looking for a Client Experience Associate to join our team! Please see below for more ... We comply with all requirements of the Fair Credit Reporting Act (FCRA) to ensure the privacy and ...

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Client Reporting Associate information

See Columbus, OH salary details

$10.3K

$64K

$130.8K

How much do client reporting associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client reporting associate in Columbus, OH is $63,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $81,800.00 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 Columbus, OH?

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

What job categories do people searching Client Reporting Associate jobs in Columbus, OH look for?

The top searched job categories for Client Reporting Associate jobs in Columbus, OH are:

What cities near Columbus, OH are hiring for Client Reporting Associate jobs?

Cities near Columbus, OH with the most Client Reporting Associate job openings:

Client Experience Associate

AnywhereWorks

Columbus, OH • Remote

$16/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


AnywhereWorks rating

5.6

Company rating: 5.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

229th of 244 rated software companies


Job description

Position Only Available to Residents of Florida, Georgia, South Carolina, North Carolina, Virginia, Texas, Utah, Idaho, Tennessee, Missouri, Ohio, or Arizona.
We're on a mission to help the world work Anywhere. Whether working from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they're across a table or across the world. Work is what we do, not where we do it.

We are looking for a Client Experience Associate to join our team! Please see below for more information:


Your Role

  • You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
  • In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment.
  • You will work from your computer for the duration of your shift and regularly work 40 hours per week with a minimum of 8 hours on Fridays, Saturdays, and Mondays.

Your Skills

  • An excellent communicator, verbally and written.
  • Growth mindset, and is excited to learn new things.
  • Passionate about customer service, bringing a warm and upbeat tone to every interaction.
  • People-focused, friendly and knows how to listen.
  • Dependable and shows up when expected.
  • Above-average computer skills, including typing.
  • The ability to stay calm and efficient under pressure.
  • Willingness to complete an introductory learning and development phase at satisfactory levels.

Compensation & Benefits

  • Starting at $16.00/hour.
  • Benefits are available after 60 days of employment.

Your System

We operate on a 'Bring Your Own Device' policy and there are certain system requirements that must be met in order to ensure our applications can work successfully on your computer. The full system and internet requirements can be found on our website in the application process.

About AnywhereWorks

Work is what you do, not where you do it. We’re on a mission to help the world work Anywhere. We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.

We offer a diverse set of products and services to a variety of businesses, from live answering services to scheduling and payment platforms to shared working spaces. We empower people to communicate, collaborate and produce. We’re committed to building a more inclusive future of work, where people can contribute from Anywhere.

What "Anywhere" Means to Us

Other terms out in the world are “remote” “distributed” “telecommuting” – for us, these words do not speak to the experience we hope you will have working with us Anywhere.

Isolation and a lack of social interaction are common concerns when people think about Remote working. The word “Remote” itself can conjure up ideas of loneliness and being disconnected from your colleagues. That’s why we like the more empowering language of “working Anywhere”, with Anywhere representing an unconstrained, plugged-in destination.

Background Check

Please note that all candidates who receive a conditional offer of employment will be required to undergo a background check as part of the pre-employment screening process. This is to ensure the safety and integrity of our workplace and to comply with our company policies.

We comply with all requirements of the Fair Credit Reporting Act (FCRA) to ensure the privacy and rights of our applicants are protected.

Equal Opportunity

AnywhereWorks is committed to providing equal opportunity employment; creating, managing, and valuing diversity in our workforce; providing a safe work environment; and fostering a culture of belonging where all employees are included, treated with dignity and respect, promoted on their merits, and placed in positions to contribute to our future success.

Company Description

AnywhereWorks provides tools to help businesses connect, collaborate, and communicate Anywhere. Working Anywhere means less commuting, less polluting, and more inclusive employment opportunities.

Our solutions help businesses be more sustainable, productive, and flexible - ranging from live answering services to appointment scheduling to team collaboration platforms.

With team members across Canada, the US, the UK, India, and Europe, we live the work Anywhere culture every day.


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