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Client Reporting Associate Jobs in Bedford, TX (NOW HIRING)

ALM First

Associate, Investor Relations

Dallas, TX · On-site

$39K - $49K/yr

Associate, Investor Relations Reports To: Managing Director, Client Experience Job Summary: The Associate, Investor Relations plays a key support and client-facing role within the firm's non-core ...

Standish Management

Associate

Dallas, TX · On-site

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Standish Management

Associate

Dallas, TX · On-site

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

ALM First

Associate, Investor Relations

Dallas, TX

Associate, Investor Relations Reports To: Managing Director, Client Experience Job Summary: The Associate, Investor Relations plays a key support and clientfacing role within the firm's noncore ...

Invesco

Senior Associate, Portfolio Management

Dallas, TX · Hybrid

$120K - $161K/yr

Employee stock purchase plan About the Role The Senior Associate, Portfolio Management provides ... This role is responsible for portfolio analysis, client reporting, strategic planning, and ...

Invesco

Senior Associate, Portfolio Management

Dallas, TX · On-site

$120K - $161K/yr

Employee stock purchase plan About the Role The Senior Associate, Portfolio Management provides ... This role is responsible for portfolio analysis, client reporting, strategic planning, and ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... Veritext is the global leader in technology-enabled court reporting services and litigation support ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Bedford, TX

Client Reporting Associate information

See Bedford, TX salary details

$9.8K

$60.7K

$124.1K

How much do client reporting associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client reporting associate in Bedford, TX is $60,676.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $77,600.00 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 Bedford, TX look for?

The top searched job categories for Client Reporting Associate jobs in Bedford, TX are:

What cities near Bedford, TX are hiring for Client Reporting Associate jobs?

Cities near Bedford, TX with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you

Analyst, Client Repoting

Cambridgeassociates

Dallas, TX • On-site

Full-time

Posted 6 days ago

Job description

Firm Overview:

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.


Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.


Job Description Summary:

Analysts in the Client Reporting Group are responsible for all aspects of monthly and quarterly performance report production across multiple asset classes including coordination with multiple parties, data input, reconciliation, client report administration, exhibit generation, quality control, and performance analysis. The position is operations focused and includes back/middle-office responsibilities to support Cambridge Associates' multiple services. Primary groups the Client Reporting Group interacts with include internal Investment Teams, Portfolio Implementation Management, Investment Operations, Data Processing, internal contractors, and external clients.

Job Description:

Job Description

Primary Responsibilities:

  • Effectively coordinate working with offshore contractors to complete designated reporting tasks, while still being responsible for the oversight of client work and the understanding of reporting concepts and components

  • Collaborate with other operations groups to complete shared processes as part of report preparation, including confirmation and oversight of transactions, changes to the client's investment portfolio, data readiness, benchmark updates, and changes to the upcoming reporting deliverable

  • Own client portfolio administration including setup and maintenance of each assigned client's performance reporting profile/settings within proprietary applications for report generation and downstream data consumption by internal groups.

  • Investigate and resolve data gaps/discrepancies and maintain monthly data integrity through extensive quality control procedures.

  • Conduct total portfolio reconciliation of all underlying investment data for each assigned client to ensure data accuracy and completeness prior to report generation.

  • Configure and generate total portfolio and private investment reports via propriety applications and complete quality assurance processes

  • Maintain relationships with internal stakeholders, providing professional customer service and utilizing internal resources to effectively respond to inquiries

  • Participate in activities and process in support of broader department objectives. Opportunities include mentorship, training programs, and application development

We Offer:

  • 2-week onboarding training program, as well as structured mentorship. Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations

  • Team-based work structure, which supports an environment where immediate contributions can be made and ongoing learning is encouraged and fostered through interactions with colleagues across multiple groups, office locations, and experience levels

  • Exposure to robust data platform expanding across public and private asset classes and learning about institutional client investments portfolios

  • Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience

  • Opportunity to join our community service activities and other events to promote team collaboration and corporate citizenship

Qualifications:

  • Bachelor's degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred

  • The ability to operate in a highly productive, customer service-oriented environment

  • A keen eye for detail, strong organizational skills, and ability to manage multiple deadlines

  • Effective written and oral communication skills

  • The ability to work independently and collectively as part of a team

  • An interest in finance and desire to learn more about the operational side of investments industry

  • Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel

  • Eligibility to work in the U.S. without sponsorship or restriction now and in the future

Base salary range for this role:

Pay Range Minimum:

63700

Pay Range Maximum:

82800

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

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