ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Gloucester, ON

DashQ

Finance Operations Associate

Ottawa, ON · On-site

CA$60K - CA$80K/yr

... reporting. This role is ideal for someone with 2-3 years of relevant experience who is detail ... Prepare and manage client invoicing, track accounts receivable, and follow up on outstanding ...

Tapestry, Inc.

Sales Associate I

Ottawa, ON · On-site

Build lasting client relationships through personalized styling, product expertise, and fashion ... Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments ...

Tapestry, Inc.

Sales Associate II

Ottawa, ON · On-site

Build lasting client relationships through personalized styling, product expertise, and fashion ... Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments ...

Tapestry, Inc.

Sales Associate III

Ottawa, ON · On-site

Build lasting client relationships through personalized styling, product expertise, and fashion ... Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments ...

Spence Diamonds

Customer Service Supervisor

Ottawa, ON · On-site

Reporting to the Store Director, you are the backbone of our store with vital impact on our client ... Follow company process on performance managing part-time associates and work with the Store ...

City of Ottawa

Associate Legal Counsel

Ottawa, ON

CA$30K/yr

Skilled in composing and writing pleadings, opinions, reports and summaries and other documents for assigned client group * Able to write contract language, memoranda, settlement documents, reports ...

previous pagenext page

Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Gloucester, ON

Client Reporting Associate information

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.

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Gloucester, ON as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution.

Finance Operations Associate

DashQ

Ottawa, ON • On-site

CA$60K - CA$80K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 18 days ago

Job description

About DashQ

Everyone needs a place to live, but renting is still full of friction - for renters and onsite teams. DashQ helps large multi-family owners and operators bring AI to the entire renter lifecycle and automate the workflows property teams run every day, so leasing happens faster, with less manual work, and a better experience for everyone.


We partner with some of the largest and most innovative multi-family owners and operators in North America to reimagine the people, process, and technology behind leasing - so teams can move faster, operate with consistency, and deliver a better resident experience.


About the Role

As a Finance Operations Associate at DashQ, you will help keep our financial operations organized, accurate, and running smoothly. This is a hands-on role focused on the day-to-day execution of finance processes, including invoicing, accounts receivable, payroll coordination, expense tracking, subscriptions, and month-end support.


You will work closely with senior finance leadership, internal teams, and external partners to maintain reliable financial processes, improve workflows, and support reporting. This role is ideal for someone with 2-3 years of relevant experience who is detail-oriented, comfortable with numbers, and excited to grow in a fast-paced environment.


Key Responsibilities

  • Support day-to-day finance operations with a focus on accuracy, organization, and process consistency. Prepare and manage client invoicing, track accounts receivable, and follow up on outstanding payments.
  • Coordinate with internal teams and clients to resolve billing questions and maintain accurate records.
  • Track company subscriptions and vendor payments, and help identify opportunities to reduce unnecessary spend.
  • Support payroll and benefits administration by maintaining records, coordinating with HR and external providers, and helping ensure timely processing.
  • Assist with budget tracking, cash flow monitoring, and spend reporting.
  • Support month-end close activities, including reconciliations, variance tracking, and reporting preparation.
  • Work with external accountants and finance leadership to help prepare documentation for tax filings, financial reviews, and other compliance-related activities.
  • Help improve finance workflows, documentation, and internal controls as the company grows.
  • Willingness to work in person at our office 4-5 days per week.


Requirements

  • 3-5 years of experience in finance operations, accounting support, bookkeeping, accounts receivable, or a similar role.
  • Hands-on experience using QuickBooks Online is required.
  • Strong attention to detail and comfort working with numbers, spreadsheets, and recurring financial processes.
  • Working knowledge of accounting and financial operations principles; formal accounting designation is not required.
  • Ability to stay organized, prioritize effectively, and follow through in a fast-paced environment.
  • Comfort collaborating across teams and communicating clearly with non-finance stakeholders.


Nice to have

  • Experience supporting month-end processes, payroll coordination, invoicing, or reconciliations.
  • Familiarity with workplace and operational tools such as Asana, Float, and Google Workspace.
  • Experience in a startup, SaaS, or high-growth environment.

Benefits

In addition to the growth and impact you'll have at DashQ, we offer competitive salaries along with the following benefits:

  • Equity in the company in the form of stock options
  • Medical, Dental and Vision premiums covered at 100%
  • Paid vacation & holidays
  • Fun company social events
  • Personal development support

Job Compensation Range

The salary range for this role is $60,000-$80,000. DashQ offers a competitive total rewards package which includes base salary, equity, a comprehensive benefits & perks package. Exact compensation is determined by a number of factors including experience, skill level, location and qualifications and benefits which are assessed during the interview process. Additional details about total compensation and benefits will be provided during the hiring process.


DashQ provides equal employment opportunities to all employees and applicants for employment and prohibits 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, provincial, or local laws.


If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at hr@dashq.io.

Apply