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Client Reporting Associate Jobs in Westfield, IN

VCA Animal Hospitals

Client Service Representative

Carmel, IN · On-site

$16 - $21.75/hr

... reports and correspondence. • Hospital maintenance (including removal of animal waste) and ... If you are a current associate, you need to apply through our internal career site. Please log into ...

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

The team is tight-knit, collaborative, and known for maintaining strong, long-term client ... Payroll processing and quarterly/year-end payroll reporting * Sales tax filings * Month-end close

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

The team is tight-knit, collaborative, and known for maintaining strong, long-term client ... Payroll processing and quarterly/year-end payroll reporting * Sales tax filings * Month-end close

Stivers

Client Services Specialist

Indianapolis, IN · On-site

$21 - $24/hr

... reports, investigating and resolving routine discrepancies. • Partnering with internal ... What You'll Bring The ideal candidate for this role will have: • Associate's or Bachelor's degree ...

Aerotek

Construction Site Office Associate

Lebanon, IN · On-site

$16.25 - $21.75/hr

The Construction Site Office Associate (internally called a CES) is responsible for providing ... Manage client specific reports on an as needed basis or as outlined by the SOW or Project Scope.

DHL

Client Support Lead

Indianapolis, IN · On-site

Run regular reports to audit product availability, identify inventory variances, and execute ... PTO program for all associates, including paid holidays and vacation * 401(k) with generous company ...

DHL

Client Support Lead

Indianapolis, IN · On-site

Run regular reports to audit product availability, identify inventory variances, and execute ... PTO program for all associates, including paid holidays and vacation * 401(k) with generous company ...

DPDHL

Client Support Lead

Indianapolis, IN · On-site

$17.25 - $23.25/hr

Run regular reports to audit product availability, identify inventory variances, and execute ... PTO program for all associates, including paid holidays and vacation * 401(k) with generous company ...

DPDHL

Client Support Lead

Indianapolis, IN · On-site

Run regular reports to audit product availability, identify inventory variances, and execute ... PTO program for all associates, including paid holidays and vacation * 401(k) with generous company ...

DPDHL

Client Support Lead

Indianapolis, IN · On-site

Run regular reports to audit product availability, identify inventory variances, and execute ... PTO program for all associates, including paid holidays and vacation * 401(k) with generous company ...

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Showing results 41-60

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 Experience Coordinator

Allied Solutions LLC

Carmel, IN • On-site

$18 - $23.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Allied Solutions rating

7.9

Company rating: 7.9 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

185th of 309 rated insurance

Job description

The Client Experience Coordinator will operate with a high sense of urgency and will deliver the results in client management. This individual will make an immediate contribution by drawing upon previous client servicing experience. Working closely with other internal business units, the Client Experience Coordinator will be responsible for ensuring the client's needs and expectations are being met by the organization. About 80-90% of this job entails data entry, with the remaining 10-20% being problem solving and critical thinking, which may include process improvements.
Job Duties and Responsibilities:
Client Servicing (70%)
  • Serve as the primary point of contact for clients; maintain consistent contact to maximize client service and satisfaction to improve overall client experience; handling incoming calls at a professional level.
  • Manage and escalate any client impacts to field and internal loan servicing teams
  • Coach clients in best practices and product specific nuances; instruct clients on how to utilize company sites to provide additional support.
  • Effectively and professionally present information to clients and internal staff; occasionally participate in service calls to review new or ongoing service expectations
  • Maintain client specific business rules; ensure internal business units are informed of changes
  • Ownership of communication to prevent escalations; high level of soft skills.

Data Analysis and Operation Processing (15%)
  • Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience
  • Process and resolve client and field requests according to compliance, report and insurance processing, loan status updates, and verification events
  • Obtain and interpret data to create and present the client story with a basic knowledge of billings processes, cycle reports and lender file processing.
  • Review and analyze reporting for client portfolio; work directly with management to implement process changes
  • Maintain quality standards at a high level to reduce premium loss along with processing quick issue requests that coincide with state requirements.
  • Ability to navigate and decipher information provided in Process Definition, Lender Maintenance, and Reports on Demand.
  • Mentor fellow co-workers upon management request.
  • Assist with assigned projects as needed.
  • Ability to multi-task while navigating within the environments of multiple systems

Issue Resolution (15%)
  • Ensure resolution of significant issues through coordination and collaboration with cross-functional teams
  • Provide corrective action to resolve loan or set up discrepancies; prepare and distribute communication to client and stakeholders
  • Ability to research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams
  • Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and formulate conclusions based on sound, practical judgement, experience, and common sense
  • Capture the voice of the client; qualitative and quantitative
  • Collaborate with internal business units to alleviate the recurrence of identified issues within the scope of the position.

Qualifications (Education, Experience, Certifications & KSA):
  • 1-2 years of relevant experience preferred.
  • High School Diploma or GED required:
  • Associate's Degree, or Vocational or Technical School Degree preferred
  • Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple clients and internal teams
  • Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs
  • Ability to work independently and take ownership of client relationships, perform successfully under minimal supervision
  • Effective organizational abilities are required, including the ability to prioritize tasks based on importance
  • Be adaptable to change and can work both independently and as part of a team
  • Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
#LI-AB2
#LI-Onsite
We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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