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Client Reporting Associate Jobs in Cortland, NE (NOW HIRING)

D.A. Davidson

Client Associate

Lincoln, NE · On-site

  • Medical

  • Dental

  • Vision

  • PTO

You can learn more about our company culture and impact in our latest annual report. D.A. Davidson ... Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Lincoln, NE

You can learn more about our company culture and impact in our latest annual report. D.A. Davidson ... Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Lincoln, NE · On-site

  • Medical

  • Dental

  • Vision

  • PTO

You can learn more about our company culture and impact in our latest annual report. D.A. Davidson ... Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Lincoln, NE · On-site

  • Medical

  • Dental

  • Vision

  • PTO

You can learn more about our company culture and impact in our latest annual report. D.A. Davidson ... Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work ...

InsCipher

Tax Associate

Lincoln, NE · On-site

$21 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

Son

VR Front Desk Associate (Program Associate III)

Lincoln, NE · On-site

$19.94/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

JR2026-00028377 VR Front Desk Associate (Program Associate III) (Open) Applications No Longer ... Runs reports, and monitors and updates client employment milestones. Uploads client documents and ...

JF Group

Invoicing Associate

Lincoln, NE · On-site

$21 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client-specific, or other types of invoices as customer requests. Job Duties: * Prepares and ... Weekly reporting of any issues not resolved by end of week, including open issues such as "Need PO ...

Ritchie Bros.

Accounts Payable Associate

Lincoln, NE · On-site

$18 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... le client : nous apprecions nos collegues et les adjectifs qui nous caracterisent. Notre plus ... Receives cheque requests from other departments processing of employee expense reports as required.

Ritchie Bros.

Accounts Payable Associate

Lincoln, NE · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Receives cheque requests from other departments processing of employee expense reports as required ... client : nous apprécions nos collègues et les adjectifs qui nous caractérisent. Notre plus ...

Spar Group

Retail Store Stocking Associate

Crete, NE · On-site

$13.75 - $15.75/hr

Report client work completions on the day of service * Strong Customer service skills Follow us on Social Media! Instagram: SFS Instagram Facebook: SFS Facebook Linkedin: SFS Linkedin

Spar Group

Retail Store Stocking Associate

Lincoln, NE · On-site

$14.25 - $16.25/hr

Review project instructions and client expectations before each assignment * Execute merchandising ... Complete required reporting, including photos and project documentation, using a mobile device

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Cortland, NE

Client Reporting Associate information

See Cortland, NE salary details

$10.3K

$64.1K

$131.2K

How much do client reporting associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client reporting associate in Cortland, NE is $64,142.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $82,000.00 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 job categories do people searching Client Reporting Associate jobs in Cortland, NE look for? The top searched job categories for Client Reporting Associate jobs in Cortland, NE are:
Client Reporting Associate jobs near you

Client Associate

D.A. Davidson

Lincoln, NE • On-site

Full-time

Medical, Dental, Vision, PTO

Re-posted 11 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.  

If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! 

Primary Qualifications:
Eager to advance and grow in the Financial Services Industry Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
High school graduate. Post-secondary education, or comparable work experience preferred. 
Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. 
Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.   
Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.  
Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.

Primary Duties:
Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.  
Assist with crafting comprehensive financial plans for current and prospective clients. 
Assist in developing and implementing periodic client mailings, communications and events.  
Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
Seek to innovate and streamline processes.
Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. 
Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
Other projects and duties as assigned.

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
Medical, Dental and Vision
Company 401(k)and ESOP contribution 
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
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