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Client Reporting Associate Jobs in Rochester, NY

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 ...

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 ...

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Client Reporting Associate information

See Rochester, NY salary details

$10.9K

$67.6K

$138.2K

How much do client reporting associate jobs pay per year?

As of Jun 19, 2026, the average yearly pay for client reporting associate in Rochester, NY is $67,566.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $86,400.00 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:

CLINICAL SUPPORT ASSOCIATE- Per Diem

Catholic Charities Family and Community Services

Rochester, NY โ€ข On-site

$21.50 - $22/hr

Full-time, Per diem

Retirement

Posted 14 days ago


Job description

Description:

We are Hiring!

Job Posting: Clinical Support Associate

Location: Rochester, NY

Department: Restart Residential

Employment Type: Per Diem

Schedule: Various

Salary: $21.50-22.00/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!


About the Role:
Under general supervision, provides a safe, therapeutic environment for the residents through clinical support and intervention in the residential setting, offering crisis intervention and conflict management to clients as needed. Effectively supports ongoing and collaborative communication amongst all program staff, adhering to established agency communication protocols and is responsible for ensuring a trauma informed care environment.


Key Responsibilities:

  • Involved in carrying out the treatment planning with the clients and clinical team to include encouragement and modeling of an environment that is Trauma Informed. Integral in behavioral management and acts as the liaison between residential and clinical staff.
    • Assists with developing, implementing, monitoring and supporting residentsโ€™ efforts in maintaining their treatment plan for admission, ongoing treatment and training, and discharge or transfers.
    • Provides support with facilitating family groups
    • Provides coordination and oversight of family visits
    • Supports clinical staff with clinical activities such as orientation, co-facilitate groups and case management activities.
    • Makes hourly visual contact with residents and documents in client observation record when Residential Associate is not available
    • Assists with SUD assessments, treatment planning, and counseling support.
    • Conducts room and personal belonging searches to ensure the safety of the environment and program participants.
    • Conducts urine toxicology screens as scheduled or randomly if needed while practicing universal precautions
    • Provides psychoeducation groups utilizing Evidenced Based Practices to support the clientโ€™s treatment plan goals such as relapse prevention skills, healthy recovery skills, symptom management, and tobacco cessation.
    • Provides clinical support and intervention in the residential setting, offering crisis intervention and conflict management to clients as needed.
    • Provides medication observation and monitoring utilizing established protocols in absence of LPN and RA coverage
    • Carries out emergency procedures to ensure the safety of residents and staff when required.
    • Reports issues of clinical concern to clinicians and the clinical team
  • Completes and maintains all necessary documentation in compliance with the agency and appropriate regulatory standards.
    • Enters shift notes into electronic client record database per each scheduled shift
    • Completes group notes into electronic client record database by the end of each shift
    • Completes incident reports, documenting any unusual incidents or situations as needed.
  • Participates in relevant Agency meetings and clinical training.
  • 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.

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:

  • Minimum High School Diploma required, Associates Degree in Human Services field preferred.
  • CASAC-Trainee or CASAC required.
  • Experience working with substance use disorder clients and/or mental health services preferred. Bilingual in Spanish is also preferred.

A relevant combination of education and experience will be considered.

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