ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Lexington, NC

Ramboll

Associate Structural Designer

Winston Salem, NC · On-site

$57K - $83K/yr

... specific client or industry standards. * Participate in the Ramboll CAD/BIM Coordinator ... Analyze survey reports, maps, drawings, aerial photographs, geotechnical data and other information ...

TTEC

Call Center Manager

Winston Salem, NC

Youll report to the . Were looking for a leader to Act as one, as you will encourage and motivate ... Coach associates to ensure achievement of company and client goals while addressing employee ...

CROSSMARK1

Retail Merchandiser

Winston Salem, NC · On-site

$12.75 - $15.75/hr

... reports all completed retail tasks via the appropriate designated systems on the day the work is ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Clemmons, NC · On-site

$11 - $13.50/hr

... reports all completed retail tasks via the appropriate designated systems on the day the work is ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Walkertown, NC · On-site

$12 - $15/hr

... reports all completed retail tasks via the appropriate designated systems on the day the work is ... associates and other merchandising companies to effectively meet company and client objectives.

previous pagenext page

Showing results 21-40

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 Aug 22, 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 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 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

Retail Data Collection Associate Part Time

CROSSMARK1

Salisbury, NC • On-site

$13.75 - $15.75/hr

Part-time

Re-posted 20 days ago

CROSSMARK rating

5.1

Company rating: 5.1 out of 10

Based on 114 frontline employees who took The Breakroom Quiz

48th of 52 rated marketing agency

Job description

Job Description

Responsible for collecting and transmitting data gathered from designated retail stores primarily using a hand-held scanning device.  Take direction from the Supervisor and other management individuals.  Responsible for meeting defined standards of work volume, quality, accuracy, completeness, and timeliness.  Maintain a positive relationship with employees and customers as a representative of CROSSMARK. Click the link below to learn more about the duties and responsibilities of a Data Collection Associate.

Qualifications

Essential Duties and Responsibilities

Collect and transmit consumer product data gathered from designated retail stores as assigned by:

  • Counting forward reserve inventories
  • Reconciling purchases (invoices) against inventories
  • Scanning UPC codes via hand-held device
  • Collecting display and promotional information
  • Inputting product price information
  •  Collecting and entering custom survey observational data
  • Transmitting collected data daily via internet based on the requirements of the collection device
  • Plan and organize assigned work within CROSSMARK Retail Data Collection by: In-store observation studies
  •  Training updates
  • Task lists
  • Store assignments
  • Newsletters
  • Occasionally downloading and printing forms
  • Meet CROSSMARK Retail Data Collection defined standards of work volume, quality, accuracy, cost containment, completeness, and timeliness by:
  • Complying with travel and mileage standards established by Retail Data Collection
  • Following management and CROSSMARK expectations on cost containment
  • Completing assignments and transmitting data according to CROSSMARK's established procedures and deadlines
  • Submitting time card and expense information in accordance with CROSSMARK's established procedures and schedule
  • Communicate effectively with management and coworkers by:
  • Communicating no less than weekly with district management regarding schedules/issues
  • Checking email daily for operational updates
  • Returning all phone calls within 1 business day and all emails within 2 business day
  • Attending all market, team, and other meetings, as required
  • Advising management of promotional activity changes within retail outlets
     

Responsibilities with Regard to Workers' Compensation Claims - You are responsible for reporting any employment related injury you incur to your direct supervisor as soon as possible following an incident resulting in an injury.


This role is not expected to exceed more than 25 hours per week, although the company does maintain the discretion to change the role based on the needs of the business and/or the client.
 

Note: This job description does not imply that the above functions are the only tasks that may be performed.  Associates will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as directed by management.

Additional Information

-Must have merchandising experience.

-Must have reliable transportation.

-Must have daily access to a computer with internet.

-Must be available for work Monday-Friday 8 a.m. - 5 p.m. and some weekends.

What CROSSMARK employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

CROSSMARK logo

About CROSSMARK

Sourced by ZipRecruiter

CROSSMARK had completed 55 mergers and acquisitions in its quest to become a national sales agency, managing brands, and performing sales functions for manufacturers and performing in-store merchandising services at retailers nationwide. The same year, we expanded our operations to Canada to broaden our impact in North America. And in 2013 we acquired Chicago-based agencies Marketing Werks and PromoWorks to deliver end-to-end shopper marketing and engagement—both in store and out. The fusion of talents and expertise among these agencies, with CROSSMARK at the core, has empowered us to deliver a leading, all-encompassing, and completely integrated Marketing Services arm to our organization. Company milestones and service expansions have only been possible because of the true beating heart of CROSSMARK: our people. Our dedicated and passionate employees work hard to provide clients with the best opportunities to drive sales, to see brands thrive, and to create lasting connections. We’re excited for what’s next in our ever-evolving company—and we hope you’ll join us for the journey ahead.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Plano , TX, US

View All CROSSMARK Jobs

Apply