Associate

Job Description

Job Description

We are looking for a detail-oriented Associate to join a wealth management team in Texas, supporting client reporting, portfolio analysis, and operational accuracy. This role is well suited for someone who enjoys working with financial data, producing high-quality client materials, and managing multiple deadlines in a fast-paced office environment. The position offers the opportunity to contribute to meaningful client relationships while collaborating closely with experienced investment professionals.

Wealth Management Client Reporting Associate – Fort Worth, TX (100% In-Office)

Established investment management firm seeking detail-oriented Client Reporting & Analytics Associate to support our growing client base. Excel expertise, strong organizational skills, and financial acumen required.

**The Role:**

Prepare and maintain client-facing performance reports, attribution analyses, and quarterly materials. Manage account coding accuracy, fund data integrity, and CRM systems. Fulfill custom portfolio breakdowns, presentations, and urgent client meeting materials. Support billing, troubleshooting, and special projects as needed.

**What We're Looking For:**

- 2-5 years relevant experience (or recent grad with internships and strong foundation)

- Bachelor's degree from accredited institution

- Exceptional Excel and computer skills

- Financial services background preferred but not required

- Fast learner with strong client-service orientation

- Highly organized, detail-focused, polished professional

**What We Offer:**

100% paid medical coverage for employee, 65% for entire family, discretionary annual bonus, and collaborative team environment. Work with experienced professionals on meaningful client relationships.

Ready to grow your career in wealth management? Send resume and qualifications.

Joe.Faradie at roberthalf com - This is the best way to apply

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