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Client Reporting Associate Jobs Near Me

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Investor Services Associate

Columbus, OH

... client reports and processing updates • Creating, editing and formatting PDF files using Adobe ... Associate's Degree in Business Administration or related field • 1 -3 years' experience in ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

... reports, prepare routine client correspondence, support for closes, set up of client files, copy ... Associate (2-year) degree or equivalent. * 3-5 years Relevant Experience Required. * Experience ...

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Remote Client Experience Associate

Columbus, OH · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more ... We comply with all requirements of the Fair Credit Reporting Act (FCRA) to ensure the privacy and ...

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As of Sep 12, 2026, the average yearly pay for client reporting associate in the United States is $68,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $87,500.00 per year, depending on experience, location, and employer.

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Client Reporting Associate jobs near you
A map of the United States highlighting the number of Client Reporting Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Client Reporting Associate job openings in each state, with California having the most at 2 and Hawaii the least at 0.

J.P. Morgan Wealth Management - Senior Associate, Voice of the Client, Customer Success

Columbus, OH • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

Other

Posted 7 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

Make the client voice impossible to ignore—and turn it into action across Wealth Management. You will grow your analytics and storytelling skills while partnering with Research, Data & Analytics, Product, and business teams on high-visibility priorities. Join a collaborative team where your curiosity, structure, and judgment will directly improve client satisfaction and retention while building broad exposure and mobility across channels and initiatives.


As a Voice of Client Senior Associate for the J.P. Morgan Wealth Management Product Strategy & Insights Client Experience (CX) Success team, you will own recurring Voice of Client (VoC) reporting and insight synthesis to bring the client perspective into our decisions. You will monitor feedback signals, analyze qualitative and quantitative data, and translate findings into clear implications and recommendations for stakeholders. You will partner closely with Research, Data & Analytics, Product, and other teams, and we will rely on your ability to deliver independently when timelines require hands-on execution. You will help us improve satisfaction, deepen relationships, and reduce attrition across managed and self-directed channels

Job responsibilities:
  • Own recurring Voice of Client reporting from data quality monitoring through trend identification, synthesis, and stakeholder-ready delivery
  • Analyze qualitative and quantitative VoC data to surface pain points, themes, meaningful segments, and drivers of satisfaction, loyalty, and attrition
  • Translate complex analysis into concise narratives that explain what happened, why it matters, and what we should consider next
  • Scope and execute ad-hoc analyses including extracting, cleaning, joining, validating, and analyzing data and building clear visualizations
  • Partner with Research and Data & Analytics on complex analyses to align business questions, methodology, interpretation, and outputs
  • Integrate survey data, complaints, call drivers, digital behavior, operational performance, and market information into a holistic client experience view
  • Create executive presentations, dashboards, and self-serve resources that make VoC insights accessible and actionable
  • Manage multiple projects end-to-end and navigate stakeholder trade-offs across objectives, priorities, and research standards
Required qualifications, capabilities, and skills
  • 3+ years of experience in customer experience, consumer insights, business analytics, market research, strategy, or a related field
  • Demonstrated experience analyzing quantitative and qualitative data and applying findings to business decisions
  • Hands-on ability to independently structure analyses, clean and validate data, use descriptive statistics and segmentation, and interpret results accurately
  • Advanced proficiency in Microsoft Excel and PowerPoint including executive-ready storytelling
  • Strong analytical judgment to distinguish signal from noise, recognize limitations, and develop high-impact implications
  • Strong written and verbal communication skills with the ability to make complex findings clear and actionable for senior stakeholders
  • Strong project management, organization, and attention to detail with the ability to prioritize competing demands under pressure
  • Strong relationship-building and influencing skills across Research, Data & Analytics, Product, and business teams
  • Intellectual curiosity, initiative, adaptability, and comfort shifting between strategic synthesis and hands-on execution
Preferred qualifications, capabilities, and skills
  • Familiarity with survey design, statistical testing, driver analysis, text analytics, or related customer insights methods
  • Experience integrating survey, behavioral, operational, and unstructured feedback data into a unified client story
  • Familiarity with Wealth Managment, financial services, or a regulated environment
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