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Client Reporting Associate Jobs in Detroit, MI (NOW HIRING)

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...

Raymondjames

Client Service Associate

Novi, MI

$13.50 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...

Raymondjames

Client Service Associate

Grosse Pointe Farms, MI

$13.75 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Rochester, MI · On-site

$13.25 - $18.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Rochester, MI

$13.25 - $18.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

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Showing results 1-20

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Detroit, MI

Client Reporting Associate information

See Detroit, MI salary details

$10.1K

$62.6K

$128.1K

How much do client reporting associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client reporting associate in Detroit, MI is $62,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $80,100.00 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 Detroit, MI? For Client Reporting Associate jobs in Detroit, MI, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Detroit, MI look for? The top searched job categories for Client Reporting Associate jobs in Detroit, MI are:
What cities near Detroit, MI are hiring for Client Reporting Associate jobs? Cities near Detroit, MI with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Client Service Associate (Wyandotte, MI)

Client Service Associate (Wyandotte, MI)

Oppenheimer & Co.

Wyandotte, MI • On-site

Other

Posted 13 days ago

Job description

Who We Are:
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management
Skills/Requirements
  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelor's preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

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