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Client Reporting Associate Jobs in Rochester, NY

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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 job categories do people searching Client Reporting Associate jobs in Rochester, NY look for? The top searched job categories for Client Reporting Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Client Reporting Associate jobs? Cities near Rochester, NY with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Client Service Specialist - Home Care and Staffing Coordinator

Client Service Specialist - Home Care and Staffing Coordinator

NurseCore

Rochester, NY • On-site

$20 - $24/hr

Full-time

Re-posted 7 days ago

Job description

Client Service Specialist – Home Care and Staffing Coordinator
 
NurseCore is seeking a Client Service Specialist - Staffing Coordinator for our Rochester home care and healthcare staffing office. As a national leader in home care and healthcare staffing services, we offer competitive compensation and the chance to build a rewarding and fulfilling career. If you’re motivated, enthusiastic and have experience in healthcare, you won’t want to miss this opportunity! Join us at the heart of healthcare, apply today!
Responsibilities
The Client Service Specialist – Home Care and Healthcare Staffing Coordinator provides overall non-clinical management of a group of patients as organized and assigned, making sure the patients are safe in their homes with adequate staff and that nursing personnel are operating effectively with physician orders.
  • Receives and coordinates home care and staffing referrals, to include appropriate authorization
  • Assigns qualified personnel competent to work cases, including rescheduling cancellations
  • Supports Branch recruitment efforts to include hiring adequate field staff to cover existing and growing census
  • Ensures compliance with licensure and credentialing requirements
  • Counsels field employees involving violation of non-clinical matters
  • Initiates complaint and service failure reporting and investigation, including appropriate and ongoing resolution
  • Exemplifies awesome company standards

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Experience:
  • At least one year of training or experience in a service-related industry
  • At least one year of experience in home care and / or healthcare staffing with commercial insurance and private pay experience preferred.
  • Experience should emphasize problem solving skills in a patient care setting.
Education:
  • College Degree strongly preferred.
  • High School graduate with an associate degree in a related field required

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