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

ultimus

Investor Services Associate

Columbus, OH

... client reports and processing updates • Creating, editing and formatting PDF files using Adobe ... Associate's Degree in Business Administration or related field • 1 -3 years' experience in ...

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 ...

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 ...

AnywhereWorks

Be Seen First

Remote Client Experience Associate

Columbus, OH · Remote

$16/hr

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

$10.6K

$66.1K

$135.2K

How much do client reporting associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client reporting associate in Columbus, OH is $66,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $84,500.00 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 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 Reporting Associate jobs near you

J.P. Morgan Wealth Management - Senior Associate, Voice of the Client, Customer Success

Columbus, OH • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

$100 - $125/hr

Other

Posted 4 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 176 rated banks

Job description

Make the client voice impossible to ignore—and turn it into action across Wealth Management. You will grow your analytics and storytelling skills while partnering with Research, Data & Analytics, Product, and business teams on high-visibility priorities. Join a collaborative team where your curiosity, structure, and judgment will directly improve client satisfaction and retention while building broad exposure and mobility across channels and initiatives.


As a Voice of Client Senior Associate for the J.P. Morgan Wealth Management Product Strategy & Insights Client Experience (CX) Success team, you will own recurring Voice of Client (VoC) reporting and insight synthesis to bring the client perspective into our decisions. You will monitor feedback signals, analyze qualitative and quantitative data, and translate findings into clear implications and recommendations for stakeholders. You will partner closely with Research, Data & Analytics, Product, and other teams, and we will rely on your ability to deliver independently when timelines require hands-on execution. You will help us improve satisfaction, deepen relationships, and reduce attrition across managed and self-directed channels

Job responsibilities:
  • Own recurring Voice of Client reporting from data quality monitoring through trend identification, synthesis, and stakeholder-ready delivery
  • Analyze qualitative and quantitative VoC data to surface pain points, themes, meaningful segments, and drivers of satisfaction, loyalty, and attrition
  • Translate complex analysis into concise narratives that explain what happened, why it matters, and what we should consider next
  • Scope and execute ad-hoc analyses including extracting, cleaning, joining, validating, and analyzing data and building clear visualizations
  • Partner with Research and Data & Analytics on complex analyses to align business questions, methodology, interpretation, and outputs
  • Integrate survey data, complaints, call drivers, digital behavior, operational performance, and market information into a holistic client experience view
  • Create executive presentations, dashboards, and self-serve resources that make VoC insights accessible and actionable
  • Manage multiple projects end-to-end and navigate stakeholder trade-offs across objectives, priorities, and research standards
Required qualifications, capabilities, and skills
  • 3+ years of experience in customer experience, consumer insights, business analytics, market research, strategy, or a related field
  • Demonstrated experience analyzing quantitative and qualitative data and applying findings to business decisions
  • Hands-on ability to independently structure analyses, clean and validate data, use descriptive statistics and segmentation, and interpret results accurately
  • Advanced proficiency in Microsoft Excel and PowerPoint including executive-ready storytelling
  • Strong analytical judgment to distinguish signal from noise, recognize limitations, and develop high-impact implications
  • Strong written and verbal communication skills with the ability to make complex findings clear and actionable for senior stakeholders
  • Strong project management, organization, and attention to detail with the ability to prioritize competing demands under pressure
  • Strong relationship-building and influencing skills across Research, Data & Analytics, Product, and business teams
  • Intellectual curiosity, initiative, adaptability, and comfort shifting between strategic synthesis and hands-on execution
Preferred qualifications, capabilities, and skills
  • Familiarity with survey design, statistical testing, driver analysis, text analytics, or related customer insights methods
  • Experience integrating survey, behavioral, operational, and unstructured feedback data into a unified client story
  • Familiarity with Wealth Managment, financial services, or a regulated environment
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