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Client Reporting Associate Jobs in Lexington, NC

Morgan Stanley

Client Service Associate

Winston Salem, NC · On-site

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Goal oriented, self-motivated and results driven Reports to: * Business Service Manager WHAT YOU ...

Morgan Stanley

Client Service Associate

Winston Salem, NC · On-site

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Goal oriented, self-motivated and results driven Reports to: * Business Service Manager WHAT YOU ...

Morgan Stanley

Client Service Associate

Winston Salem, NC

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Goal oriented, self-motivated and results driven Reports to: * Business Service Manager WHAT YOU ...

InsCipher

Tax Associate

High Point, NC · On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

The Variable

Associate Media Planner

Winston Salem, NC · On-site

With a dedication to innovation and strategic partnership, we work as true client partners to ... Support campaign reporting and post-analysis by gathering data and building reports. * Learn and ...

Prolim Global

Associate Attorney

Winston Salem, NC · On-site

PROLIM (www.prolim.com) is currently seeking Associate Attorney for one of our top Client for ... Collaborate with the Managing Attorney to report on activity, results, and case progression ...

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

Client Reporting Associate information

See Lexington, NC salary details

$9.9K

$61.6K

$125.9K

How much do client reporting associate jobs pay per year?

As of Jul 28, 2026, the average yearly pay for client reporting associate in Lexington, NC is $61,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $78,700.00 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 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 job categories do people searching Client Reporting Associate jobs in Lexington, NC look for? The top searched job categories for Client Reporting Associate jobs in Lexington, NC are:
What cities near Lexington, NC are hiring for Client Reporting Associate jobs? Cities near Lexington, NC with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Representative, Rx Client Reporting

Representative, Rx Client Reporting

Inmar

Winston Salem, NC

$14.75 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Job description

The Rx Client Reporting Representative working under the guidelines of the assigned manager and in collaboration with the client and other team members, performs analysis and reporting. The Rx Client Reporting Representative ensures all client reports are accurate and delivered within the clients' specified SLA. In addition to reporting, this position is responsible for creating and troubleshooting EDI files.

Primary Accountabilities:

  • Establish and foster an ongoing relationship with assigned clients

  • Fulfill deliverables accurately and timely within the established SLA

  • Responsible for analyzing data

  • Interface with internal departments to identify and troubleshoot client issues

  • Complete all assigned Salesforce cases within the established SLA

  • Manage and maintain master data files and system parameters at a client level

  • Work efficiently and accurately in an atmosphere of frequent interruptions

  • Prioritize and manage multiple tasks requiring timely follow-up and completion of all projects.

  • Proceed independently and carry our assignments to completion with minimal instruction

  • Share best practices and make recommendations to customers and account managers

  • Actively participate in client conference calls

  • Understand clients' business objectives

  • Create EDI files and when issues occur be able to troubleshoot

  • Perform routine maintenance to ensure client is receiving all qualifying debit memos via EDI

  • Research client issues with a sense of urgency based on the client' priority, resourcefulness and taking ownership of the issues until completion

  • For those Salesforce cases requiring Operations to research, create an OPS Research case in SF and monitor through completion. Close OPS Research cases as Operations resolves

  • Work as a team in a POD structure (AM, Reporting Representative and Rx Returns Representative) structure to provide an enhanced the client experience

  • Understand the clients' policy and work with the Policy to update the clients' policy yearly

  • Actively participate in client meetings and internal meetings

Additional Responsibilities:

  • Performs other duties as assigned

  • Complies with all policies and standards

Required Qualifications:

  • Bachelors Bachelor's Degree preferred

  • 1-3 years of related experience in one or more of the following fields: retail/manufacturer supply chain, transactional/data processing environments, and/or complex business account services
    required

  • Must be proficient in and have advanced experience with Microsoft Office Products (Word, Excel, PowerPoint), Google products and Salesforce

At Inmar, we put people first and that means empowering our associates to thrive at every stage of life and career. Our comprehensive and competitive benefits package is thoughtfully designed to support a wide range of lifestyles and life stages.

Eligible associates have access to:

  • Medical, Dental, and Vision insurance

  • Basic and Supplemental Life Insurance options

  • 401(k) retirement plans with company match

  • Health Spending Accounts (HSA/FSA)

We also offer:

  • Flexible time off and 11 paid holidays

  • Family-building benefits, including Maternity, Adoption, and Parental Leave

  • Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning

  • Wellness and Mental Health counseling services

  • Concierge and work/life support resources

  • Adoption Assistance Reimbursement

  • Perks and discount programs

Please note that eligibility for some benefits may depend on your job classification and length of employment. Benefits are subject to change and may be governed by specific plan or program terms.

We are an Equal Opportunity Employer, including disability/vets.

Recruitment Fraud Notice:Recruitment fraud is an increasingly common scam where individuals pose as employers to offer fictitious job opportunities. Scammers sometimes impersonate Inmar recruiters on LinkedIn and other channels. We will never ask for payment or sensitive personal information during the hiring process. Verify any role on our official Workday Careers site and learn how to spot scams in ourfull notice.

This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.

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