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Manager Client Reporting Jobs in Ohio (NOW HIRING)

Ci

Client Reporting Specialist

Columbus, OH · On-site

$70K - $100K/yr

Client Reporting product management . Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family ...

Beech Acres

Manager, Client Experience

Cincinnati, OH · On-site

$64K - $80K/yr

The Manager, Client Experience, will work collaboratively across departments to strengthen ... Create reporting mechanisms and dashboards to communicate findings and progress to leadership.

FlexTG

Manager Client Account Management

Cincinnati, OH · Hybrid

$85K - $95K/yr

Manager, Client Account Management Location: United States (Remote/Hybrid) Work Arrangement ... Establish performance expectations and use metrics, dashboards, and reporting to measure success.

Synchrony Financial

AVP, Sales Support Reporting

Cincinnati, OH · On-site

$21.50 - $29.25/hr

Primarily, this role leads and manages three distinctive sales support teams that include Client Reporting, Promo Support, Merchant Quality Assurance and Merchant Experience Sales Support (MESS). ...

New

Synchrony

AVP, Sales Support Reporting

West Chester, OH · On-site

$21.25 - $28.75/hr

Primarily, this role leads and manages three distinctive sales support teams that include Client Reporting, Promo Support, Merchant Quality Assurance and Merchant Experience Sales Support (MESS). ...

giftHEALTH Inc

Client Success Manager

Columbus, OH · On-site

$85K - $100K/yr

Client Success Manager Position Summary We are seeking a Client Success Manager to own the day-to ... Own end-to-end resolution of client-reported operational issues, coordinating pharmacy operations ...

CFS

Financial Reporting Manager

Cleveland, OH · Hybrid

$98K - $134K/yr

Financial Reporting Manager Location : Downtown Cleveland, Ohio - Monday-Friday (Hybrid) Salary ... Comprehensive package including healthcare, retirement, and PTO About the Company Our client is a ...

CFS

Financial Reporting Manager

Lakewood, OH · Hybrid

$115K/yr

Job Title: Financial Reporting Manager Location : near Lakewood, Ohio - Monday-Friday (Hybrid ... Comprehensive package including healthcare, retirement, and PTO About the Company Our client is a ...

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Manager Client Reporting information

What is the difference between Manager Client Reporting vs Client Service Manager?

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer service or client management certifications beneficial

While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.

How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?

A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.

What does a Manager Client Reporting do?

A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.

What are the key skills and qualifications needed to thrive as a Manager Client Reporting?

To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.
What are the most commonly searched types of Client Reporting jobs in Ohio? The most popular types of Client Reporting jobs in Ohio are:
What are popular job titles related to Manager Client Reporting jobs in Ohio? For Manager Client Reporting jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Manager Client Reporting jobs in Ohio look for? The top searched job categories for Manager Client Reporting jobs in Ohio are:
What cities in Ohio are hiring for Manager Client Reporting jobs? Cities in Ohio with the most Manager Client Reporting job openings:
Manager Client Reporting jobs near you
Infographic showing various Manager Client Reporting job openings in Ohio as of August 2026, with employment types broken down into 93% Full Time, 2% Part Time, and 5% Contract. Highlights an 82% In-person, 4% Hybrid, and 14% Remote job distribution.

Client Reporting Specialist

CI Financial Careers

Columbus, OH • On-site

$70K - $100K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Key Responsibilities
  • Client Reporting product management. Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms
  • Client Reporting servicing. Execute monthly and quarterly client reporting process cycles. Provide client reporting support to Wealth Advisors and Client Service Specialists.
  • Client Reporting data management. Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team. Monitor critical elements such as security master, allocations, and performance returns.
  • Quality Assurance. Perform data and reporting quality control to ensure reporting and data integrity.
Qualifications
  • 3-5 years of experience in client or investment portfolio / performance reporting.
  • Experience in wealth management, asset management, or investments related data or reporting role.
Skills and competencies
  • Demonstrated proficiency with Addepar or similar portfolio reporting system.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Effective communication, both orally and in writing.
  • Strong documentation and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
This position is exempt and is paid according to the laws of the State of Ohio or Washington, depending on final position location. The pay range for this position is $70,400-$100,000. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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