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

Integral Senior Living

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 ...

Marbella Tracy

SALES ASSOCIATE

Tracy, CA

$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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Showing results 21-40

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Stockton, CA

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:

Client Reporting Associate jobs near you
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.

SALES ASSOCIATE

Integral Senior Living

Tracy, CA • On-site

$42 - $45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Integral Senior Living (ISL) proudly manages care and lifestyle-focused Independent Living, Assisted Living and Memory Care communities across California and surrounding areas serving thousands of residents and families throughout the region. Guided by our foundational "Culture Keepers", we cultivate purpose-driven environments where residents thrive and Team Members feel valued, empowered, and supported.
As part of one of the largest senior living organizations in the nation, our communities have earned Great Place to Work® certifications from 2022-2026. At ISL, purpose fuels every role, culture inspires every team, and continuous growth shapes every career. We continually aspire and invest in learning and development opportunities that support our team members' professional growth, ensuring every team member has the tools to build a meaningful and rewarding career.
This position has strong advancement opportunities.
About the Opportunity
In this role, you are an important component to the success of our community.
You will perform comprehensive administrative support services for sales, facilitating the daily operations of the sales office and assisting the team in future resident paperwork.
Responsibilities:
  • Recording new leads and maintaining the sales database
  • Providing regularly scheduled reports from the database
  • Ensuring model suite(s)/apartment(s) are well maintained and presentable
  • Answering telephones; typing, collating and distributing correspondence and other materials
  • Organizing, coordinating and assisting in the planning of special events, including weekend events; assisting in prospective resident community tours if needed

Qualifications:
  • Associates Degree preferred
  • One (1) year experience in a sales administrative support role involving customer service
  • Enjoys working with the senior population
  • Strong verbal and written communication skills
  • Excellent telephone etiquette
  • Consummate people skills. Demonstrates talent at interacting effectively with all types of people
  • Ability to use Microsoft Windows, including Word, Outlook and Excel. Ability to use email and the Internet. Ability to use client tracking and design software.
  • Proficient organizational skills and must be detail oriented
  • Ability to solve problems
  • Can define own role, take on responsibilities, and manage priorities with minimal guidance
  • Projects a professional and polished image that inspires confidence and trust

Benefits:
In addition to a rewarding career and competitive salary, Integral offers a comprehensive benefit package.
Eligible team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Team members are eligible to participate in our outstanding 401(k) plan with company match our Employee Assistance Program and accident insurance policies.
EOE D/V
JOB CODE: 1007206

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