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

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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 Sep 3, 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 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 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 August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,000 per year, or $32.7 per hour.

Client Services Associate

Third Act Wealth Management, LLC

Dallas, TX • On-site

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position Overview


Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.


What You’ll Own



Operations & Account Administration

•     Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.

•     Prepare and submit account paperwork, tracking every item to completion.

•     Generate and distribute account statements, performance reports, and regulatory correspondence.

•     Coordinate with advisors, our custodian, compliance, and back-office teams.



CRM & Data Integrity

•     Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.

•     Build and maintain repeatable processes and checklists for recurring work.



Communication & Inbox Management

•     Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.

•     Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.



Client Experience

•     Deliver a polished, personalized experience across every client interaction.

•     Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.

•     Coordinate post-meeting follow-up and milestone recognition (birthdays, anniversaries, life events).



Office & Events

•     Order supplies, manage mail, and keep the office pristine and client-ready.

•     Help plan and execute client seminars.



Who You Are

•     Detail-obsessed and highly organized.

•     Proactive — you anticipate what’s needed next and act without being asked.

•     Trustworthy and discreet with confidential information.

•     Calm and effective under competing priorities.

•     A clear, warm, and professional communicator.

•     Coachable and growth-minded.



Required Qualifications

•     Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).

•     Bachelor’s degree.

•     Proficiency in Microsoft Office (Outlook, Excel, Word).

•     Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).

•     Polished, professional verbal and written communication.

•     Comfort with technology and AI-assisted tools — we use them daily.



Preferred Qualifications

•     Experience directly supporting financial advisors or relationship managers.

•     Familiarity with LPL Financial systems.

•     Knowledge of account types (IRA, brokerage, trust) and financial regulations.



What We Offer

•     Competitive base salary and bonus, commensurate with experience.

•     Comprehensive benefits including health, dental, vision, and 401(k) with company match.

•     Paid time off, holidays, and a commitment to work-life balance.

•     Direct mentorship and a clear path to grow as the firm scales.

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