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Client Reporting Associate Jobs in Durham, NC (NOW HIRING)

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Fairview

Compliance Associate

Raleigh, NC · On-site

... Associate to join our dynamic team. At Fairview, we prepare clients for SEC exams and offer ... Maintain compliance logs that are the basis of adviser client reports. * Data entry into our ...

New

THE

Associate Manager, Brand Consulting

Raleigh, NC · On-site

$65 - $90/hr

## Associate Manager, Brand ConsultingApplyremote type: Strategy + Consultinglocations: USA-NC ... measurement, client reports and presentations, client services, project coordination, and ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Durham, NC

Client Reporting Associate information

See Durham, NC salary details

$10.5K

$65.1K

$133.1K

How much do client reporting associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client reporting associate in Durham, NC is $65,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $83,200.00 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 Durham, NC?

For Client Reporting Associate jobs in Durham, NC, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Durham, NC look for?

The top searched job categories for Client Reporting Associate jobs in Durham, NC are:

What cities near Durham, NC are hiring for Client Reporting Associate jobs?

Cities near Durham, NC with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Durham, NC as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $66,142 per year, or $31.8 per hour.

Client Success Operations Associate

Versana

Raleigh, NC • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Client Success Operations Associate

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana's new product launch. This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana's new product.

Key Responsibilities:

  • Actively drive client participation and engagement to support a new Versana product launch.
  • Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
  • Passionate about developing and implementing the ideal customer journey for a new product.
  • Provide direct client training to drive adoption of Versana's self-service technology solution.
  • Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation.
  • Provide ongoing support to new clients with training and manual processing of the new product's launch.
  • Address queries from Agents and Lenders around the new product's process and workflow, from loan and amendment documentation, system queries to process of the new product's capture.
  • Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes.
  • Adhere to internal and external onboarding and new product related SLAs, where applicable.
  • Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Must Haves:

  • 3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.
  • Prior experience with customer success in a start-up environment.
  • Strong problem solving and analytical thinking skills, with a willingness to dive into details.
  • Excellent communication and presentation skills.
  • Detailed knowledge of process planning.
  • Experience in customer facing role highly desirable.
  • Exposure to CRM platforms to track and follow up on customer requests.
  • Understanding of financial products (must have).
  • Comfortable engaging with personas at all levels at buy side and sell side firms.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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