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Client Reporting Associate Jobs in Raleigh, NC (NOW HIRING)

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Versana

Client Success Operations Associate

Raleigh, NC

The Client Success Operations Associate reporting to the Head of Product, Client Success will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

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Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Head of Product, Client Success will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Head of Product, Client Success will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

HedgeServ

Client Regulatory Sr. Associate

Raleigh, NC · On-site +1

$80K - $90K/yr

The role will also include certain aspects of management reporting, client interactions, regulatory research, presentations and special projects. Role Responsibilities Operational * Review & prepare ...

Kestra Financial

Client Service Coordinator

Raleigh, NC · On-site

$17.50 - $22.75/hr

... Client Service Associate of a large book of business including handling all administrative ... report generation, appointment scheduling and post-meeting documentation • Process, submit, and ...

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Showing results 1-20

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

Client Reporting Associate information

See Raleigh, NC salary details

$10.7K

$66.5K

$136.1K

How much do client reporting associate jobs pay per year?

As of Jun 30, 2026, the average yearly pay for client reporting associate in Raleigh, NC is $66,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $85,100.00 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 are popular job titles related to Client Reporting Associate jobs in Raleigh, NC? For Client Reporting Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Raleigh, NC look for? The top searched job categories for Client Reporting Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Reporting Associate jobs? Cities near Raleigh, NC with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Client Services Associate

Client Services Associate

Foundation Medicine

Morrisville, NC • Hybrid

$40K - $50K/yr

Full-time

Posted 21 days ago

Key responsibilities

  • Provide education, guidance, and support to customers and patients regarding Foundation Medicine's products and services.

  • Respond to and resolve a wide range of client inquiries and requests while acting as a liaison between departments, partners, customers, and patients.

  • Document all communication and maintain appropriate records.

Job description

About the Job:

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department

Key Responsibilities:

  • Provide education, guidance, and support to customers and patients regarding Foundation Medicine's products and services.
  • Provide a supportive link between external customers and internal operations, while demonstrating a positive and professional image through communication via phone and e-mail.
  • Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication.
  • Use problem solving skills to create and offer solutions to customer issues of varied complexity.
  • Ensure the successful and secure transmission of Foundation Medicine patient reports and other testing status updates.
  • Document all communication and maintain appropriate records.
  • Assist in sample procurement and supply ordering.
  • Assist in entering new test requests into the system.
  • Review and update test requests with ambiguous patient information.
  • Maintain and update database of patient information.
  • Notify appropriate internal management of client issues and complaints.
  • Meet deadlines and work gracefully under pressure.
  • Other duties as assigned.
  • Comply with FMI's attendance policies

Qualifications:

Basic Qualifications:

  • High School Diploma or General Education Degree (GED)
  • 2+ years of experience in a role where service skill sets are required

Preferred Qualifications:

  • General knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills
  • Demonstrated experience with:
    • Understanding and communicating scientific or technical information
    • Working well under pressure while maintaining a professional demeanor
    • Working with phone-based support or in a call center environment
    • Prioritizing and following up on assigned tasks while working in a fast-paced environment
    • Communicating effectively and following written and verbal instructions
    • Working in an open office environment
  • Demonstrated: 
    • Willingness to learn and understand complexity of industry and business
    • Ability to adapt to changing procedures, policies and work environment
    • Attention to detail and organizational skills 
    • Excellent verbal and written communication skills
  • Understanding of HIPAA and importance of privacy and patient data
  • Commitment to FMI values: patients, innovation, collaboration, and passion

The expected salary range for this position based on the primary location of Morrisville, NC is $40,640 - $50,800 per year. The salary range is commensurate with Foundation Medicines compensation practice and considers factors including, but not limited to, education, training, experience, external market conditions, criticality of role, and internal equity. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for Foundation Medicine's benefits.

#LI-Hybrid

Foundation Medicine, Inc. (FMI) is a global, patient-focused precision medicine company delivering high-quality, transformative diagnostic solutions in cancer and other diseases.

Foundation Medicine is proud to be an Equal Opportunity and Affirmative Action employer and considers all qualified applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity, ancestry, age, or national origin.  Further, qualified applicants will not be discriminated against on the basis of disability or protected veteran status.  We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.  See also FMI's EEO Statement and EEO is the Law and Supplement.  If you have a disability or special need that requires accommodation, please let us know by completing this form.  (EOE/AAP Employer)

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