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Client Reporting Associate Jobs in Quincy, FL (NOW HIRING)

Apex Informatics

Network Technician

Tallahassee, FL · On-site +1

$22.25 - $28.75/hr

... client requirements, and provide timely updates and reports. 15. Possess industry certifications, such as Cisco Certified Network Associate (CCNA), Cisco Certified Network Professional (CCNP ...

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Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Quincy, FL

Client Reporting Associate information

See Quincy, FL salary details

$9.5K

$59K

$120.7K

How much do client reporting associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client reporting associate in Quincy, FL is $59,034.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,800.00 and $75,500.00 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 Quincy, FL are hiring for Client Reporting Associate jobs?

Cities near Quincy, FL with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Quincy, FL as of August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $59,034 per year, or $28.4 per hour.

Employee Benefits Account Manager

3M HEALTHCARE

Tallahassee, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About the Role Employee Benefits Account Executive – responsible for managing and overseeing employee benefits programs, providing guidance to clients, ensuring compliance, and supporting sales and service teams. Built on meritocracy, our culture rewards self‐starters who focus on what is best for our customers. Key Responsibilities Serve as primary point of contact for assigned clients, building relationships and addressing inquiries swiftly. Coordinate marketing and renewal activities, preparing proposals, presentations, and ensuring client agreements. Oversee employee benefits administration: enrollment, eligibility, service requests, and data reporting. Collaborate with insurance carriers and benefits providers for smooth implementation. Conduct market research to recommend competitive benefit offerings and customize packages to organizational goals. Generate reports on usage, trends, and costs to support decision‐making and identify improvement areas. Maintain compliance with federal, state, and local regulations; manage audits and reporting requirements. Manage vendor relationships, negotiate contracts, and secure favorable terms. Provide employee guidance, conduct orientations, workshops, and develop communication materials. Ensure all accounts meet internal standards through self‐audit processes. Perform other duties as assigned. Qualifications Minimum 3+ years in account management, client services, or related field. High school diploma or GED required; Associate's or Bachelor's preferred or experience in lieu of degree. Valid driver's license. Proficient with MS Office Suite and Excel. Excellent organizational, verbal, and written communication skills. Ability to maintain confidentiality. Minimum typing speed of 40–50 words per minute. Agency Management System knowledge. Licenses & Designations Florida Life & Health Insurance license (2‐15) within 30 days of hire. Benefits Health – Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial – ESPP, 401(k), Student Loan Assistance, Tuition Reimbursement Mental Health & Wellness – Free Mental Health Services, Enhanced Advocacy Services Paid Time Off, Holidays, Preferred Partner Discounts, and more (subject to eligibility and waiting periods). Equal Opportunity Employer We are an Equal Opportunity Employer committed to fostering an inclusive environment for people of all backgrounds. Guided by our Diversity, Inclusion & Belonging motto – "The Power to Be Yourself" – we celebrate diverse experiences and perspectives. #J-18808-Ljbffr

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