ZipRecruiter

Log In

1

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

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.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Full-time

Posted 22 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.
Essential Duties and Responsibilities
• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
• Other duties as assigned.
• This is a Full Time position in the office
Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities
• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail.
• Able to work independently and effectively manage multiple tasks at once.
• Excellent communication skills, both verbally and in writing.
• CRM knowledge a plus.
Education and/or Experience
• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus

Apply