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Client Reporting Associate Jobs in Mukwonago, WI

Baird Capital

Client Specialist

Milwaukee, WI · On-site

Assemble/generate materials including paperwork and reports for client meetings. * Understand and ... Team of associates passionate about achieving great results for clients and give back to the ...

Omnicom

Client Service Representative

Kenosha, WI

$15.50 - $21.25/hr

This position reports to a Manager/Supervisor. We value what makes you, you. IMS is committed to ... We know that when our associates are empowered to bring their whole selves to work, they feel ...

Omnicom

Client Service Representative

Kenosha, WI · On-site

$15.50 - $21.25/hr

This position reports to a Manager/Supervisor. We value what makes you, you. IMS is committed to ... We know that when our associates are empowered to bring their whole selves to work, they feel ...

Great Lakes Outreach Wisconsin

Sales Associate

Milwaukee, WI · On-site

$13.75 - $18.75/hr

Research potential clients and analyzing market reports to identify where to find new business ... Work with the sales team to reach revenue targets and grow the company's client base. * Schedule ...

Mssg

Sales Associate

Brookfield, WI · On-site

$24 - $26/hr

The Sales Associate role is designed to attract and develop talented recent college graduates who are passionate about sports advertising and client service. Reporting to the Sr. Director, Sales ...

FanDuel Sports Network

Sales Associate

Brookfield, WI · On-site

$24 - $26/hr

The Sales Associate role is designed to attract and develop talented recent college graduates who are passionate about sports advertising and client service. Reporting to the Sr. Director, Sales ...

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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Mukwonago, WI

Client Reporting Associate information

See Mukwonago, WI salary details

$10.9K

$67.5K

$138.1K

How much do client reporting associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client reporting associate in Mukwonago, WI is $67,529.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $86,300.00 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 Mukwonago, WI look for?

The top searched job categories for Client Reporting Associate jobs in Mukwonago, WI are:

What cities near Mukwonago, WI are hiring for Client Reporting Associate jobs?

Cities near Mukwonago, WI with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Mukwonago, WI as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $67,529 per year, or $32.5 per hour.

Client Experience Partner

Heartland Business Systems Inc

Pewaukee, WI • On-site

Other

Re-posted 15 days ago

Heartland Business Systems rating

8.6

Company rating: 8.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

33rd of 226 rated it services

Job description

Job Type
Full-time
Description
Position Summary:
The Client Experience Partner serves as a trusted advisor and primary post-sales advocate for assigned clients, with a focus on client retention, satisfaction, and account expansion. This role proactively engages clients through routine check-ins and structured business reviews to ensure clients are realizing maximum value from their HBS services and solutions, identifying risks to retention early, and uncovering opportunities to grow the relationship.
Roles and Responsibilities/ Essential Functions:

  • Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans.
  • Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities.
  • Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.
  • Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items.
  • Coordinate appropriate internal stakeholders (e.g., engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations.
  • Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.
  • Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention.
  • Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams.
  • Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries.
  • Maintain accurate and up-to-date records of client interactions, account plans, opportunities, and review documentation in company systems (e.g., CRM/PSA).
  • Contribute to and enhance internal department process and system documentation.
  • Follow policies and procedures on a department and per client basis.
  • Monitor email and phone for client communications and respond in a timely manner.
  • Ability to travel to customer sites for business reviews and relationship-building activities.
  • Perform other duties, as assigned.
Requirements
Competencies:
  • Active Listening: Ability to actively attend to, convey, and understand the comments and questions of others.
  • Adaptability: Ability to adapt to change in the workplace.
  • Client Focus:Ability to build strong client relationships and deliver client-centric solutions.
  • Communication: Ability to communicate clearly and professionally with stakeholders at all levels, both verbally and in writing.
  • Conflict Resolution: Ability to deal with others in an antagonistic situation.
  • Decision Making: Ability to make critical decisions while following company procedures.
  • Integrity: Ability to be truthful and be credible in the workplace.
  • Organization: Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
  • Presentation Skills: Ability to prepare and deliver effective, data-driven presentations to internal and external audiences.
  • Problem Solving: Ability to find a solution for or to deal proactively with work-related problems.
  • Relationship Building: Ability to effectively build relationships with customers and co-workers.
  • Time Management: Ability to utilize the available time to organize and complete work within given deadlines.
Required Experience:
  • 2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
  • Experience leading client-facing meetings, presentations, or business reviews.
Preferred Experience:
  • 5+ years' experience in customer success or account management within a managed services provider (MSP), IT services, or technology environment.
  • Experience working with retention, renewal, and expansion metrics (e.g., gross retention, net revenue retention, upsell pipeline).
  • Working knowledge of managed IT services, cloud, networking, and security solutions sufficient to discuss service value with both technical and business stakeholders.
  • Experience with CRM and PSA platforms (e.g., ConnectWise Manage, Salesforce, HubSpot) and reporting/BI tools.
Required Skills, Education and/ or Certifications:
  • Associate degree in business, technology, or a related field, or a combination of education and relevant experience.
  • Strong interpersonal and communication skills with a customer-focused, service-first mindset.
  • Proven ability to manage competing priorities across multiple client accounts.
  • Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
Preferred Skills, Education and/ or Certifications:
  • Bachelor's degree in business, technology, or a related field.
  • Customer success or account management certification (e.g., Cisco Customer Success Manager, SuccessCOACHING CCSM).Familiarity with ITIL concepts or ITIL Foundation certification.

Equal Opportunity Employer - Disabled/Vets
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