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

Kestra Financial

Client Service Coordinator

Raleigh, NC · On-site

$17.50 - $22.75/hr

... Client Service Associate of a large book of business including handling all administrative ... report generation, appointment scheduling and post-meeting documentation • Process, submit, and ...

Veradigm

Expert Client Success Manager

Raleigh, NC

... reports, pursuing escalated support and services actions, providing assistance to resolve ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

Veradigm

Expert Client Success Manager

Raleigh, NC · On-site

... reports, pursuing escalated support and services actions, providing assistance to resolve ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

Teamwass

Associate Manager, Brand Consulting

Raleigh, NC

$84K - $109K/yr

Works creatively with team members to develop and execute deck creation and report materials; presenting to client teams on select projects. * Performs various tasks as needed by internal team ...

Veradigm

Principal Client Success Manager

Raleigh, NC · On-site

... required reporting mechanisms • Creates/maintains somewhat highly client facing executive ... Enhancing Lives and Building Careers Veradigm believes in empowering our associates with the tools ...

Labcorp

Contract Associate II - Remote

Burlington, NC · On-site +1

Address client questions, and drafts emails and or participates on calls related to client ... Work with management on annual reporting per law department and compliance policies * Provide ...

CAPTRUST

Accounts Receivable & Billing Associate

Raleigh, NC · On-site

$18.50 - $23.75/hr

CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...

CAPTRUST

Accounts Receivable & Billing Associate

Raleigh, NC · On-site

$18.50 - $23.75/hr

CAPTRUST is seeking a Accounts Receivable & Billing Associate to support the Institutional Finance function through accurate client setup, billing coordination, reporting, revenue close activities ...

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Showing results 41-60

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

Client Reporting Associate information

See Durham, NC salary details

$10.6K

$66.1K

$135.2K

How much do client reporting associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client reporting associate in Durham, NC is $66,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $84,500.00 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 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 Specialist

Delta Dental of North Carolina

Raleigh, NC • On-site

Other

Medical, Dental

Posted yesterday

New

Job description

Job Title:
Client Specialist
Number of Positions:
1
Location:
Raleigh, NC
Location Specifics:
Hybrid Position
Description:
At Delta Dental of North Carolina, our mission is to improve the oral health and the overall well-being of the communities we serve. We believe that everyone - and we mean everyone - deserves a healthy smile. We are the fastest growing Delta Dental in the nation. Named as a Best Employer in North Carolina, we are proud of our diverse workforce and our commitment to the continued development and recognition of our associates. If you share our passion, come join our team and help us continue our growth trajectory
Primary Job Responsibilities:
Assists assigned client managers or account executives with employer group, broker and/or consultants with support service requests. This role supports all market segments - small, large and national accounts.
Essential Duties & Responsibilities
  • Provides assistance to Account Managers and/or Account Executives to provide effective and timely service to clients and brokers through research and resolution of questions or issues with eligibility, claims, customer service or other operational matters. Accurately completes internal documentation for service resolution as required. Communicates resolution to the client and/or broker by phone and/or email and accurately documents to file.
  • Provides assistance to Account Executives to gather and submit documents, census, and other required information to Underwriting through Sales Force and/or Producer Toolkit to generate proposals.
  • Assists with new client implementations when assigned, working with the Account Manager and/or Account Executive, Group Administration, the client and broker, as necessary. Responsibilities may include gathering required information from clients, evaluating the submission for completeness and compliance with request, and submission by established processes to Underwriting and/or Group Administration.
  • Prepares periodic standard and special reports as requested for clients and brokers. Transmits the reports by required due dates.
  • Participates as requested in periodic client status meetings with Account Managers and/or Account Executives to deliver reports, discusses service results and addresses any client service concerns.
  • Communicates significant service or client and broker concerns to the Account Manager and/or Account Executive, and if necessary, the Director of Client Management, immediately.
  • Represents the company at client enrollment meetings, health fairs or other activities to present benefits and advantages of enrolling with Delta Dental.
  • Perform other related assigned duties as necessary to complete the Primary Job Responsibilities as described above.
#LI-Hybrid
Minimum Requirements:
Education and Experience:
  • Position requires a bachelor's degree in marketing, business administration, or related field and six months' of work experience in sales, customer service or administration.
  • A North Carolina health license or the ability to obtain one within 6 months of employment is preferred. Will accept any suitable combination of education, training or experience.
Other Skills/Abilities
  • Position requires excellent communication and interpersonal skills, and the ability to manage time to meet short deadlines for multiple, simultaneous tasks
  • Proficiency with Microsoft Office Applications (Word/Excel)
  • Additional requirements include basic technology analytical and critical thinking skills
  • Ability to communicate with ease to brokers and clients; resolve somewhat complex problems and use independent judgment.
  • Position also requires the ability to travel and a valid driver's license.
Physical Requirements:
  • Prolonged periods sitting or standing at a desk and working on a computer
  • Must be able to lift up to 15 pounds

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, pregnancy, age, ethnicity or national origin, genetic information, disability status, sex, sexual orientation, military status or any other classifications protected under federal, state or local law or ordinance

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