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Client Reporting Associate Jobs in Lexington, NC

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.

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.

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.

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.

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.

Retail Merchandiser

Albemarle, 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.

Retail Merchandiser - STOCK

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.

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.

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.

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.

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.

Retail Merchandiser - STOCK

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.

Retail Merchandiser - STOCK

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.

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.

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.

Retail Merchandiser

Albemarle, 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.

... to optimize medical care, client experience, associate engagement and hospital performance ... Developing Direct Reports * Directing Others * Building Effective Teams Functional * Hiring and ...

Our inclusive community of customers and associates champions the acceptance of all sizes, shapes ... Supports client experience throughout all touch points * Supports and executes floor-sets ...

Retail Merchandising

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.

Retail Merchandising

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.

Showing results 41-60

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:

Retail Merchandiser

CROSSMARK1

Walkertown, NC • On-site

$12 - $15/hr

Part-time

Re-posted 5 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

Company Description

CROSSMARK is a leading sales and marketing services company in the consumer goods industry that expertly guides our clients along "The Way to Market" by delivering growth solutions with exceptional service. Our expertise spans the grocery, mass, club, drug, convenience store, and home improvement channels among others, and our solutions bolster our clients' capabilities for developing best practices, insight analysis, and customer targeting that always hit the mark.

We do this by excelling in four key areas - headquarter selling, retail merchandising, store level marketing, and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 20,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation.

Equal Opportunity Employer

Job Description

Essential Duties and Responsibilities: 

Schedules tasks on weekly basis to meet execution objectives 

Executes retail merchandising tasks as scheduled 

Performs stores/tasks in efficient/cost effective manner 

Accurately reports all completed retail tasks via the appropriate designated systems on the day the work is performed. 

Communicates effectively with store personnel regarding tasks, sales activities, promotions, and client/sales plan objectives 

Completes required training and certification programs. 

Engage every work day with CROSSMARK'S communication tools for the purpose of accurately planning, reporting, and reviewing work. 

Ability to implement retail schematics and merchandising materials as assigned. 

Flexibility to participate in team scheduled tasks and clients work-withs. 

Dedicated to providing excellent customer service and to develop a professional working relationship with store management, associates and other merchandising companies to effectively meet company and client objectives. 

Insures proper maintenance on all company equipment. 

Follows company policies, procedures, and position responsibilities. 

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

Qualifications

Must have reliable transportation.

This will include the full spectrum of merchandising. Things like: product rotation, new product cut-ins, building displays and end caps, checking stockroom for additional product, resets, placing instant rebate coupons and packing out product.

-Daily access to a computer with internet connection. 


-Must be able to comply with the physical demands of this position which may include, bending, stooping, climbing a ladder, standing for long periods of time, and may be lifting products weighting between 25-50 lbs. 


***LOCAL ZIP 27051 CANDIDATES ONLY***

Additional Information

Why is this position for you?

Permanent Part time (Looking for supplemental income? This is it!)

Primarily weekends (Shifts are approximately six hours in length and typically Thursday-Sunday.)

Flexible schedule (You decide. Commit to events that work with YOUR schedule.)

Company-provided training (Ideal for entry-level or those looking to obtain new skills.) 


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