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Client Reporting Associate Jobs in Stockton, CA (NOW HIRING)

Data and Reporting Specialist

Tracy, CA · On-site

$28.72 - $31.74/hr

All our services are trauma-sensitive and client-centered and are provided at no cost to our ... the Associate Director of Data and Reporting in reporting duties. In addition, the Data and ...

Client Service Coordinator

Modesto, CA · On-site

$18.75 - $24.50/hr

High School or GED required. * Associate degree preferred * Staffing experience preferred ... Responsible for scheduling and monitoring / reporting all required client visits by Field ...

Client Care Coordinator

Modesto, CA · On-site

$23 - $25/hr

High School or GED required. * Associate degree preferred * Staffing experience preferred ... and monitoring / reporting all required client visits by Field Supervisor • Assists Client ...

Client Care Coordinator

Modesto, CA · On-site

$23 - $25/hr

High School or GED required. * Associate degree preferred * Staffing experience preferred ... and monitoring / reporting all required client visits by Field Supervisor • Assists Client ...

Sales Associate

Livermore, CA

$16.50 - $22.25/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

Tax Associate

Stockton, CA · 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 ...

Platinum Services Specialist

Livermore, CA · On-site

$19 - $25/hr

Daily client contact - overdraft report, ACH, Positive Pay exceptions, checks verification, wire ... What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their ...

Platinum Services Specialist

Livermore, CA · On-site

$19 - $25/hr

Daily client contact - overdraft report, ACH, Positive Pay exceptions, checks verification, wire ... What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their ...

Daily client contact - overdraft report, ACH, Positive Pay exceptions, checks verification, wire ... In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of ...

Daily client contact - overdraft report, ACH, Positive Pay exceptions, checks verification, wire ... In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of ...

Job Duty Managing Client Relationships * Owning relationships within the retailers Private Label ... reports Indirect Reports - Does not have direct reports, but may delegate work of others and ...

SALES ASSOCIATE

Tracy, CA · On-site

$42 - $45/hr

Providing regularly scheduled reports from the database * Ensuring model suite(s)/apartment(s) are ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

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Client Reporting Associate information

See Stockton, CA salary details

$11.6K

$72.1K

$147.5K

How much do client reporting associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client reporting associate in Stockton, CA is $72,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $92,200.00 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 are popular job titles related to Client Reporting Associate jobs in Stockton, CA?

For Client Reporting Associate jobs in Stockton, CA, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Stockton, CA look for?

The top searched job categories for Client Reporting Associate jobs in Stockton, CA are:

What cities near Stockton, CA are hiring for Client Reporting Associate jobs?

Cities near Stockton, CA with the most Client Reporting Associate job openings:

Infographic showing various Client Reporting Associate job openings in Stockton, CA 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 $72,099 per year, or $34.7 per hour.

$28.72 - $31.74/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago


Job description

Data and Reporting Specialist

Hybrid Remote/In-Person Full-Time (40 hours per week) Position in Tracy, CA (Non-Exempt)

Reports To: System Administrator

Who We Are

Ruby's Place dba Restorative Pathways (RP) is an innovative nonprofit committed to ending domestic violence, human trafficking, and violent crime through hope, advocacy and connection. Our services include emergency shelter, transitional housing, rental subsidies, mental health services, substance recovery, and wrap-around services. All our services are trauma-sensitive and client-centered and are provided at no cost to our clients. All programs are low barrier.

RP is led by survivors with a focus on reflection, innovation, and connection. We believe in fostering relationships, both in our direct service work and throughout our internal work culture. We aim to cultivate a workplace that appreciates and emphasizes the voices of those most impacted by violence. We recognize these voices are vital to interrupting the cycle of violence and transforming lives towards safety, unity, and trust.

Who You Are

You have a strong commitment to preventing interpersonal violence as well as an understanding of, and sensitivity to, serving diverse populations. You have excellent interpersonal skills and strong techniques for relationship building. You believe people should determine their own path towards healing, and have an orientation towards survivor-centered services.

You are a go-getter who enjoys fast paced environments. You enjoy working both collaboratively and independently. You are adept at time management and highly organized with a proven ability to ensure you can meet deadlines, plan, organize and execute. You are comfortable working as part of a team and are an accountable collaborator. You excel at organizing, prioritizing, and following through on multiple time-sensitive projects. You are flexible, creative, and take initiative in handling emergencies.

What qualifications are required for this position?

You Are Also:

  • Someone with a High school diploma or GED.
  • Experience with HMIS strongly preferred.
  • Proficiency with Google Suite.
  • Interested in processing data for a nonprofit service agency.
  • Experienced in working in a mission-driven organization and in a capacity where information is sensitive in nature.
  • Able to work closely with staff throughout all agency departments.
  • Someone with the ability to prioritize and complete tasks within established timeframes.
  • Able to maintain confidentiality and integrity with data and comply with victims services laws.
  • Someone with strong computer skills and the ability to enter data into a computer quickly and accurately.
  • Someone with strong attention to detail and ability to think analytically.
  • Able to complete a background check, fingerprinting (Live Scan), and completion of all Community Care Licensing requirement documents. Able to meet all licensing requirements of Community Care Licensing.

What You Will Do

This position is a hands-on position and is responsible for inputting a high volume of data from multiple sources, ensuring all necessary data is being entered and maintained, as well as assisting the Associate Director of Data and Reporting in reporting duties. In addition, the Data and Reporting Specialist must verify and edit data as needed as part of regular maintenance and follow up with staff regarding any irregularities or missing information.

Responsibilities include

  1. Data entry into specified data systems for reporting requirements
  2. Routinely complete monthly reports, maintaining organization and documentation practices
  3. Assist System Administrator with quarterly, bi-annual and annual reporting requirements including narrative writing, data entry, and communication with staff
  4. Assist staff with data system accounts and facilitate trainings on data system processes
  5. Verify and edit data across multiple systems as needed
  6. Log incomplete or missing items for correction by staff as needed
  7. Create and maintain documentation of processes and procedures
  8. Adhere to agency technology guidelines as well as legal and regulatory standards.
  9. Actively participate in meetings with supervisor. Attend all mandatory meetings including all staff meetings, team meetings and others as requested by the supervisor.
  10. Complete functional timesheets by assigned due dates in compliance with time allocations.
  11. Actively participate in reflective supervision sessions.
  12. Other duties as assigned.

Working Conditions

This position is eligible for hybrid in person & remote work. Time spent on-site versus remote working will be discussed and agreed upon with your supervisor. You are expected to be availableon-site as necessary given business needs. You must be able to stand for long periods of time and perform physical activities, including lifting up to 25 pounds. You will be subject to frequent interruptions and must be able to multitask and handle stress.

Local travel in the greater Bay Area may be required.

Applying

The pay scale for the Data and Reporting Specialist is $28.72-$31.74 per hour (non-exempt). The benefits that come with working at Ruby's Place at full-time hours include medical, dental, and vision plans, a life insurance policy, significant vacation, sick time, sabbatical, and immediate vesting in our 403(b) with a generous match. This is a full-time, 40 hours per week position. This is a hybrid position (flex work), with three days required in our Tracy office. Applicants must be located in the greater Bay Area.

Preference will be given to internal applicants.

If all this sounds like a good fit for you, please submit your resume and, instead of a traditional cover letter, respond to the following prompts:

  • Why do you want to work for RP and why are you a good fit for this role? (200 words max)
  • Using the qualifications listed above (under Who You Are section), please list the top 5 qualification(s) that you feel you currently excel in and 2 qualifications you feel you will need to work toward proficiency. Please provide a brief explanation for each (a few sentences).
  • Describe your system for how you approach managing your work on multiple, concurrent, high-priority tasks.