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Client Reporting Associate Jobs in Westfield, IN

Windward Recruiting

Client Services Associate

Indianapolis, IN · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client ... Leverage firm technology platforms and reporting systems to maintain data integrity, enhance ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

Generate expense reports for submission using Concur * Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed ...

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Indianapolis, IN

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...

Four County

Licensed Outpatient Therapist - OP

Tipton, IN · On-site

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... reporting client progress to appropriate referral source, and maintain adequate and timely ... fellow associates of the Center. Work is very broad in scope and requires a high level of ...

4C Health

Licensed Outpatient Therapist - OP

Tipton, IN · Hybrid

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... reporting client progress to appropriate referral source, and maintain adequate and timely ... fellow associates of the Center. Work is very broad in scope and requires a high level of ...

Hylant

Client Market Analyst

Indianapolis, IN

  • Medical

  • Dental

  • Vision

  • Retirement

... reports, etc. * Document all marketing activities in accordance with established procedures to ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...

Chase

Client Service Senior Associate

Indianapolis, IN · On-site

  • Medical

  • Retirement

Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients. Manage ... Ability to provide quantifiable management reporting & present findings * Project Management ...

diversified

AV Support Services Technician

Indianapolis, IN · On-site

$20.50 - $28.25/hr

  • PTO

Coordinate service documentation, onsite reports, customer updates, labor quotes outside Client ... High school diploma or equivalent required * associate degree or equivalent related experience ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Westfield, IN

Client Reporting Associate information

See Westfield, IN salary details

$10.6K

$65.7K

$134.3K

How much do client reporting associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client reporting associate in Westfield, IN is $65,652.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $83,900.00 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 job categories do people searching Client Reporting Associate jobs in Westfield, IN look for?

The top searched job categories for Client Reporting Associate jobs in Westfield, IN are:

What cities near Westfield, IN are hiring for Client Reporting Associate jobs?

Cities near Westfield, IN with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows.
This position is ideal for a service-oriented professional who thrives in a fast-paced environment supporting UHNW families and managing intricate client relationships, and offers opportunities to those who want to work alongside experienced advisors, investment professionals, and family office specialists that serve a variety of clients, such as entrepreneurs, executives, multi-generational families and non-profit organizations.
This is a full-time, in-office position based in Carmel, Indiana.
DUTIES & RESPONSIBILITIES

  • Serve as a trusted point of contact for clients, delivering high-touch service experience and cultivating long-term relationships with clients and strategic partners.
  • Manage day-to-day client service activities with a strong emphasis on accuracy, responsiveness, compliance, and attention to detail.
  • Lead complex client onboarding initiatives, coordinating with custodians, trust companies, transfer agents, investment managers, and other third parties to facilitate account openings, transfers, and ongoing administration.
  • Support sophisticated investment and family office workflows, including coordination with alternative investment managers, private equity firms, custodians, and other external providers.
  • Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities.
  • Partner with advisors, the investment team, and leadership to ensure a seamless and highly personalized client experience.
  • Leverage firm technology platforms and reporting systems to maintain data integrity, enhance workflows, and support operational efficiencies.
  • Contribute to process improvement initiatives and help establish scalable best practices across the organization.
  • Collaborate with internal teams to support strategic projects, client initiatives, and the continued growth of the firm.
QUALIFICATIONS
  • Bachelor's degree required.
  • 2+ years of experience in client service, wealth management operations, or a similar role within an RIA, multi-family office, or single-family office environment.
  • Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
  • Broad understanding of investment products, mutual funds, custodial platforms, and brokerage account administration.
  • Experience coordinating account openings, transfers, money movements, and client servicing workflows.
  • Proficiency in Microsoft Office applications required.
  • Familiarity with CRM systems, including Salesforce, preferred.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities effectively.
  • Strong communication skills with the ability to build rapport, demonstrate empathy, and maintain discretion when working with clients and colleagues.
  • Self-motivated, proactive, and committed to delivering exceptional client experience.
  • Demonstrated ability to work collaboratively within a team-oriented environment while taking ownership of responsibilities and initiatives.

COMPENSATION & BENEFITS
Compensation is competitive and based on experience. The role offers a base salary plus discretionary bonus, with anticipated base compensation beginning at $70,000+ and may be adjusted based on qualifications and relevant experience.
The firm offers a comprehensive benefits package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement, unlimited paid time off, and additional employee benefits.

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