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Client Reporting Associate Jobs in Lawrenceburg, IN

Hylant

Client Market Analyst

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... reports, etc. * Document all marketing activities in accordance with established procedures to ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

HUB

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

HUB

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

HUB International Limited

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

HUB International Limited

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

HUB

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

HUB International Limited

Client Specialist

Cincinnati, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Specialist will provide administrative and professional support to insurance clients and ... associates to obtain and process renewal information * Coordinate motor vehicle reports ...

Synchrony

Inside Sales Specialist

Cincinnati, OH · On-site

$25.50 - $35/hr

Partner with Client Development/Sales Support to develop and deliver client reporting / analysis ... Once this new hire time in position requirement is met, the associate will have a minimum 6 months ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Lawrenceburg, IN

Client Reporting Associate information

See Lawrenceburg, IN salary details

$10K

$62.4K

$127.6K

How much do client reporting associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client reporting associate in Lawrenceburg, IN is $62,377.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $79,700.00 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 job categories do people searching Client Reporting Associate jobs in Lawrenceburg, IN look for?

The top searched job categories for Client Reporting Associate jobs in Lawrenceburg, IN are:

What cities near Lawrenceburg, IN are hiring for Client Reporting Associate jobs?

Cities near Lawrenceburg, IN with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Lawrenceburg, IN 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 $62,377 per year, or $30 per hour.

Registered Client Service Associate

UBS - Experienced professionals - job boards

Cincinnati, OH • On-site

Full-time

Re-posted 15 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a Registered Client Associate to:
Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
Assist in preparing reports, presentations, and other materials for client meetings
Process client requests and approvals, including account transactions, disbursements, and investment-related changes
Open new accounts, gather and verify client information, and prepare and process required documentation
Research and resolve complex or unique client inquiries in a timely and professional manner
Prepare, track, and submit expense reports
Maintain up-to-date knowledge of firm policies, procedures, and technology platforms

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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