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Client Reporting Associate Jobs in Rochester, NY

Tax Associate

Rochester, NY ยท On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

Tax Associate

Geneseo, NY ยท On-site

$21 - $26/hr

We're achieving that goal by enhancing every facet of our customers reporting and tax filings ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

Associate Project Manager

Webster, NY ยท On-site

$65K - $75K/yr

At MSM, we are dedicated to exceeding client expectations and fostering a service-driven culture ... Team, reporting to a Project Manager. As an Associate Project Manager, you will support project ...

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high ... forms & reports and daily vault balancing. Engages in referral and relationship management in ...

Relationship Banking Associate

Fairport, NY ยท On-site

$18.50 - $20.81/hr

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high ... forms & reports and daily vault balancing. Engages in referral and relationship management in ...

Associate Counsel

Victor, NY ยท On-site

$85K - $100K/yr

This person will report to the company's Chief Administrative Officer and will work closely with ... Excellent interpersonal and client-service skills. * Excellent organizational and time-management ...

This person will report to the company's Chief Administrative Officer and will work closely with ... Excellent interpersonal and client-service skills. * Excellent organizational and time-management ...

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Client Reporting Associate information

See Rochester, NY salary details

$10.9K

$67.5K

$138.1K

How much do client reporting associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for client reporting associate in Rochester, NY is $67,536.00, 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 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 cities near Rochester, NY are hiring for Client Reporting Associate jobs? Cities near Rochester, NY with the most Client Reporting Associate job openings:

HOUSING ASSOCIATE- Part Time

Catholic Charities Family and Community Services

Rochester, NY โ€ข On-site

$19.25 - $19.75/hr

Full-time, Part-time

Retirement

Re-posted 3 days ago


Job description

Description:

We are Hiring!


Job Posting: Housing Associate

Location: Rochester, NY

Department: Housing

Employment Type: Part-Time, 20 hours

Schedule: Thurs-Sat 4:00 pm-12:00 am

Salary: $19.25-19.75/hr.



As a regional agency of Catholic Charities of the Diocese of Rochester, Catholic Charities Family and Community Services (CCFCS) has been serving our community for over 100 years. We walk with people when they are at their most vulnerable as they journey toward independence to reach their full human potential, advocate for those in need throughout all stages of life; and work in partnership with faith communities of all denominations and those who are committed to addressing local needs.

If youโ€™re looking for an opportunity to express and explore your passion for helping others, then join a team that truly makes a difference DAILY, in people's lives. Don't miss out on being a part of something special!


General Description

Under general supervision, establishes and maintains a safe and supportive environment for staff and residents of shelter for individuals. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment.


Essential Duties and Responsibilities

  • Oversees operation of the residence
  • Conducts intakes for individuals entering the residence.
  • Acts as liaison with other community service providers/referral sources.
  • Provides information and referral service for telephone inquiries.
  • In absence of a cook, supervises preparation of meals by residents to assure sanitation & nutritional standards are met.
  • Provides crisis intervention and conflict management to residents.
  • Maintains record-keeping responsibilities including client census and database system.
  • Notifies Residence Manager of any emergency situations immediately.
  • Assists with providing support and direction for both clients and volunteers engaged in program activities.
  • Thoroughly completes incident reports within one hour of the occurrence of the incident; all pertinent information must be included such as client behaviors, observations, correct identification of all involved parties, and must include documentation of the proper notifications.
  • Thoroughly document any shift or client observations/activities as outlined by communication log procedures.
  • Ensure that all clients meet with the onsite medical providers to ensure that clients are free of any health problems that may be a potential risk to other clients and staff.
  • Monitors facility and activities of the residents to ensure safety and location of all residents
  • Conducts hourly rounds, inspections and overnight visual checks (if working the overnight shift) to ensure presence of residents.
  • Reports to Residence Manager any serious incidents or violations.
  • Visually verify presence of all clients as well as ensuring accurate documentation of the presence of all residents by completing sign in/out sheets.
  • Assists Residence Manager when needed.
  • Engages security system to always provide safety and security of the premises.
  • In the event of client discharge, staff notifies Residence Manager and or Program Manager and Department Director.
  • Maintains safety and organization cleanliness of residence during shift.
  • Performs laundry, room preparation, and housekeeping tasks, if needed
  • Conducts monthly fire drills.
  • Carries out emergency procedures to ensure safety of residents and staff when required.
  • Participates in relevant Agency meetings and/or trainings
  • Actively pursues development of professional competencies related to job performance through reading, supervision, in-service training and attendance at conferences and workshops.
  • Awareness and active support of the Agency's Mission, Vision, Values and Strategic Plan. Including, but not limited to, supporting the Agency's Core Competency initiatives of being Collaborative and Community Focused, Innovative and Entrepreneurial, and Culturally Competent and Diverse
  • Other duties as assigned

Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory directions and perform other related duties as required.

Requirements:

Qualifications

Education: Associate Degree in Human Services or related field preferred. Equivalent combination of education and experience will be considered.

Credentials: Valid and clean NYS Driverโ€™s License.

Experience: Two years of experience in the human services field, crisis intervention, residential setting, or emergency services. Knowledge of homeless client issues preferred. Experience with conflict resolution techniques preferred.


Physical Demands/Work Environment: The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform light lifting. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

Compliance: Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing and documentation standards. All duties must be performed in accordance with CCFCSโ€™s corporate compliance & ethics program. Any offer of employment will be contingent upon successful completion of a background check. CCDOR considers all background check information in accordance with applicable law.


Top Benefits and Perks:

  • Competitive salary and 403b retirement plan
  • Generous time off package and work-life balance
  • Comprehensive benefits package
  • Supportive and collaborative environment
  • Opportunities for growth and development
  • Intrinsic reward of truly making a difference in people's lives

Join us and help make a positive impact on our community!


***Catholic Charities is committed to leveraging the talent of a diverse workforce to create great opportunities for our agency and our people. EOE/AA Disability/Vet