ZipRecruiter

Log In

1

Client Reporting Associate Jobs in Dallas, 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

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 ...

SS&C

Associate Manager, Fund Accountant

Dallas, TX · On-site

$80K - $125K/yr

Associate Manager. Fund Accountant/Lead Fund Accountant Location: Denver, CO; Chicago, IL; Dallas ... Review daily fund accounting reports for client portfolios, the daily cash forecast reports, and ...

next page

Showing results 1-20

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

Client Reporting Associate information

See Dallas, TX salary details

$10.9K

$67.7K

$138.5K

How much do client reporting associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for client reporting associate in Dallas, TX is $67,711.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $86,600.00 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 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 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 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 are popular job titles related to Client Reporting Associate jobs in Dallas, TX? For Client Reporting Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Dallas, TX look for? The top searched job categories for Client Reporting Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Client Reporting Associate jobs? Cities near Dallas, TX with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Dallas, TX as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,711 per year, or $32.6 per hour.
Senior Family Reporting Associate

Senior Family Reporting Associate

Tolleson Wealth Management

Dallas, TX

Other

Re-posted 27 days ago

Job description

POSITION SUMMARY: The Family Reporting Senior supports individuals and entities served by Tolleson by delivering accurate, timely, and useful financial reporting. This role is responsible for reviewing and maintaining QuickBooks files, producing financial statements and custom reports (including Excel-based reporting), and providing day-to-day oversight of client workflows. The Family Reporting Senior partners closely with Managers, Bill Pay Specialists, Bookkeeping Associates, and internal Client Advisory teams to ensure high-quality deliverables, clear segregation of duties, and consistent service.

DUTIES and RESPONSIBILITIES:

  • Own and oversee end-to-end client accounting/reporting workflows, ensuring work moves through an appropriate review process
  • Maintain and review QuickBooks files for individuals and/or entities, including identifying issues, correcting classifications, and keeping books audit/tax-ready
  • Coordinate, develop and/or perform month-end and quarter-end close processes (as applicable), including review of reconciliations, accruals, and supporting schedules
  • Review bank and credit card reconciliations and follow up on outstanding items; ensure appropriate documentation and resolution
  • Prepare and deliver recurring financial statements in Tolleson branding (including balance sheet, income statement, cash flow, general ledger detail), and create customized reports as needed (e.g., budget vs. actual, expense tracking, cash flow analysis)
  • Develop and maintain Excel-based reporting models and tools to support client-specific needs and improve reporting consistency
  • Oversee and support bill pay and cash control processes in partnership with Bill Pay Specialists; reinforce segregation of duties and approval workflows
  • Understand the needs of outside CPAs by providing organized workpapers, schedules, and requested documentation for tax preparation and year-end adjustments
  • Communicate directly with clients and internal stakeholders regarding financial results, open items, and process improvements; provide clear, professional, and timely updates
  • Train, mentor, and provide day-to-day guidance to associates and bookkeepers; review work product and coach to improve accuracy, efficiency, and quality
  • Identify process gaps and recommend improvements to workflows, templates, and systems (QuickBooks, Bill.com, bank portals, etc.).
  • Perform other duties as assigned by management

MINIMUM POSITION REQUIREMENTS:

  • Bachelor's degree in Accounting or related field preferred; CPA a plus but not required
  • 3+ years of progressive accounting experience with strong knowledge of financial statement preparation and general ledger accounting
  • Experience working in a professional services firm, family office, or similar client-service environment
  • Demonstrated ability to produce and explain financial statements and build customized reporting
  • Strong working knowledge of QuickBooks (or similar accounting software) and experience with bank/credit card reconciliations
  • Advanced proficiency in Microsoft Excel (pivot tables, lookups, structured models); comfortable building repeatable templates
  • Experience with Bill.com (or comparable bill payment platform) and understanding of accounts payable controls
  • Ability to manage confidential information in a discreet and professional manner
  • Ability to multi-task, meet deadlines, and maintain quality in a fast-paced environment

OTHER ESSENTIAL CANDIDATE TRAITS:

  • Maintain a service mindset, putting people first whether it's supporting a client, a team member, or our community
  • Strong interpersonal, organizational, and communication skills; ability to build rapport and drive issues to resolution
  • Detail-oriented with strong follow-through and a commitment to high-quality work product
  • Sound judgment and ability to make decisions within guidelines; escalates issues appropriately
  • Self-motivated problem solver who looks for ways to improve processes, procedures, and systems efficiency
  • Willingness to learn, expand responsibilities, and adapt to changing client needs and department growth

Apply