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Client Reporting Associate Jobs in Grand Rapids, MI

Rockefeller Financial

Client Associate

Grand Rapids, MI · On-site

Generate expense reports for submission using Concur * Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed ...

Cerity Partners

Client Service Associate

Grand Rapids, MI · On-site

$25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Attend meetings to take ...

Ceritypartners

Client Service Associate

Grand Rapids, MI · On-site

$25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Attend meetings to take ...

Raymondjames

Client Service Associate

Belmont, MI

$12.75 - $17.50/hr

... Service Associate to provide exceptional support to two independent financial advisors and ... Prepare various business summary reports and client-specific reporting as needed for review by the ...

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/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 ...

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/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

Holland, MI · On-site

$13.50 - $18.75/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 ...

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Client Reporting Associate information

See Grand Rapids, MI salary details

$10.2K

$63.5K

$130K

How much do client reporting associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client reporting associate in Grand Rapids, MI is $63,547.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $81,200.00 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 Grand Rapids, MI?

For Client Reporting Associate jobs in Grand Rapids, MI, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Grand Rapids, MI look for?

The top searched job categories for Client Reporting Associate jobs in Grand Rapids, MI are:

What cities near Grand Rapids, MI are hiring for Client Reporting Associate jobs?

Cities near Grand Rapids, MI with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Client Service Associate - Part-time

Stifel

Grand Rapids, MI

Part-time

Re-posted 25 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Company Description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company's customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service
regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.



Job Description

Part-Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Please apply by visiting
www.stifel.com/careers.

Job Duties:

  • Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.

  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.

  • Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).

  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.

  • Provides reports and other information to FA(s), as needed.

  • Organizes and assists with branch meetings, client events, and seminars.

  • Front reception: answering phones and greeting clients.

  • Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer




Qualifications

Extremely organized, attention to detail, dependable, and a quick learner.

What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

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