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Client Reporting Associate Jobs in Dalton, GA (NOW HIRING)

Client Service Associate

Dalton, GA ยท On-site

$12.75 - $17.75/hr

We are expanding our team and hiring a highly organized and efficient Client Service Associate to ... Research and prepare information needed for client meetings; documents, notes, reports, and ...

Client Service Associate

Dalton, GA ยท On-site

$12.75 - $17.75/hr

We are expanding our team and hiring a highly organized and efficient Client Service Associate to ... Research and prepare information needed for client meetings; documents, notes, reports, and ...

... client, reporting or system issues Potential to rotate through configuration support functions ... required Associates or Bachelor's degree in a business or computer-related field preferred ...

... client, reporting or system issues Potential to rotate through configuration support functions ... required Associates or Bachelor's degree in a business or computer-related field preferred ...

Sales Associate

Chattanooga, TN ยท On-site

$12.75 - $17.25/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

Coaching Associates "in the moment" on client interactions & performance to maximize productivity ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

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Client Reporting Associate information

See Dalton, GA salary details

$9.8K

$60.7K

$124.1K

How much do client reporting associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client reporting associate in Dalton, GA is $60,676.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $77,600.00 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 job categories do people searching Client Reporting Associate jobs in Dalton, GA look for?

The top searched job categories for Client Reporting Associate jobs in Dalton, GA are:

What cities near Dalton, GA are hiring for Client Reporting Associate jobs?

Cities near Dalton, GA with the most Client Reporting Associate job openings:

Client Services Associate

SPS North America

Chattanooga, TN โ€ข On-site

Full-time

Posted 17 days ago


Job description

Job Title: Client Services Associate

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview:

The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.

Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.

Typical Work Schedule:ย Mondays to Fridays, 8:00AM-4:30PM or 7:00AM-3:30PM

Duties and Responsibilities:

  • Provides 5-star customer service to all employees (in all forms of communication).
  • Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.
  • Manages outgoing mail/package transactions.
  • Performs duties associated with shipping and receiving of materials.
  • Notifies employees upon receipt of inbound deliveries.
  • Distributes mail/packages to company personnel.
  • Acts as point of contact for company personnel on mail/package inquiries.
  • Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).
  • Submit work orders for certain requests.
  • Service and replenish the barista, pantry, conference, kitchen, or meetings areas.
  • Will perform meeting room and conference room set ups.
  • May perform building occupant moves within assigned facilities.
  • Will perform light maintenance and cleaning duties as assigned.
  • Maintains the Business Service Center area in a neat and orderly fashion.
  • Monitors level of office supplies on the floor, and replenishing and orders accordingly.
  • Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.
  • Proactively seeks out additional work during downtime.
  • Builds professional relationships with customers and other teams.
  • Maintains professionalism and composure when interacting with all employees.
  • Trains back-up and providing guidance on policies and procedures.
  • Determines what additional support is needed when handling sensitive inquiries.
  • Provides exceptional customer service to client.
  • Provides reception or concierge (front of office) coverage as needed.

Competencies:

  • Strong verbal and written communication skills.
  • Excellent customer service skills.
  • PC skills MS Office Suite experience.
  • Ability to handle multiple tasks simultaneously.
  • Good organizational skills.
  • Working knowledge of MFD equipment.
  • Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.
  • Possesses ability to work independently and capable of completing projects.
  • Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.

Qualifications and Education Requirements:

  • High School Diploma (or equivalent) required.
  • 1+ years prior work experience preferred.
  • Ability to work assigned work hours determined by manager.
  • Excellent organizational and time management skills.
  • Analytical abilities and aptitude in problem-solving.
  • Superb written and verbal communication skills.
  • Current knowledge or ability to learn computer-based systems required for functions of position.
  • Required to maintain an overall professional appearance and attitude.
  • Adhere to all policies and procedures required.

Physical Demands:

  • Approximately 50% of the time this position requires the below physical demands.
    • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
    • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.
    • Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).
    • Ability to lift or move 40 lbs. or greater frequently.

Travel: None or Negligible

Other Duties:

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.