ZipRecruiter

Log In

1

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

DHL

Office Supervisor

Marengo, OH · On-site

$60K - $72K/yr

... associates for all functions within assigned responsibilities. • Prepares and reviews company and client reports, ensuring their accuracy and timely submission. • Maintains discipline within ...

Nationwide

AVP, Associate Relations

Columbus, OH · On-site

$38K - $48K/yr

Reports to Vice President; Leads a team of 10 consultants and Sr. Consultants. Education ... Client Services Agreement on file and search engagement for that position will be deemed ...

DPDHL

Office Supervisor

Marengo, OH · On-site

$60K - $72K/yr

Trains and cross-trains associates for all functions within assigned responsibilities. Prepares and reviews company and client reports, ensuring their accuracy and timely submission. Maintains ...

HUB

Client Specialist, Commercial Lines

Columbus, OH · On-site

Communicate with HUB associates, clients and carriers via phone and email to provide answers to ... Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers * Sort ...

previous page

Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Columbus, OH

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 11, 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 Reporting Associate jobs near you

Senior Client Services Representative

Meeder Investment Management

Dublin, OH • On-site

$18.50 - $25.50/hr

Full-time

Re-posted 28 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are energetic, team-oriented, resourceful, and want to make an impact on a thriving firm.
This position is primarily responsible for providing exceptional service to clients for all Meeder Investment Management lines of business. The Senior Client Services Representative is an experienced leader within the Client Services team able to provide backup coverage for the department supervisor and assist in the training of new associates. This position will report to the Supervisor of Client Services.
Primary Responsibilities:
  • All responsibilities of the Client Services Representative.
    • Respond professionally and timely to client requests by phone, fax, mail, e-mail, and in-person.
    • Accurate transaction processing, documentation of account activity, and precise record keeping.
    • Quality Control processing of department daily work, reporting and projects
    • Effective written and oral communications with internal team members and clients.
    • Respect the confidentiality of client information acting in the best interests of the client.
    • Support technology initiatives of the company by embracing change and educating clients as necessary.
    • Interface with external financial representatives as necessary on behalf of clients.
    • Follow all compliance and SEC regulations related to mutual funds and investment advisory services.
    • Additional responsibilities as assigned including special projects with opportunities to cross train in other departments.
  • Ability to be a subject matter expert in account processing and other related processes.
  • Expanded Backup Duties as assigned.
  • Project management of department and company initiatives.
  • Handling client and system escalation issues as needed.
  • Participate in and encourage initial and ongoing training at department and company levels.

Critical Success Factors:
  • Detail oriented with strong organizational skills.
  • Proficiency with computer functions including browsers, email, and industry specific websites.
  • Ability to maintain accuracy when responsible for diverse tasks.
  • Excellent planning and time management including the ability to prioritize work assignments.
  • Exhibits passion for team's development and success. Desire to continue learning new things.
  • Exceptional verbal and written communication skills.
  • Professional, reliable, and accountable with high degree of ethics and integrity.
  • Flexible and open minded. Proven ability to thrive in a fast-paced environment.
  • Excellent problem-solving skills and ability to find "outside the box" solutions.
  • Knowledge of Investment products within the Mutual Fund Industry.
  • Self-confident presenting new material
  • Positive attitude and strong commitment to the Meeder Investment Management core values.

Additional Skills and/or Requirements:
  • Bachelor's Degree
  • Transfer Agency, Banking or Portfolio Management Systems experience a plus
  • FINRA Series 6 License Preferred

Apply