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Transact Jobs in Virginia (NOW HIRING)

Ceritypartners

Client Service Associate

Norfolk, VA

$14 - $19.25/hr

Develop knowledge of investment accounts, products and the forms required to transact business. * Assist with internal coordination across departments to ensure tasks/ follow up is completed in a ...

Gillies Team Real Estate

VA

$46K - $200K/yr

Quality Leads that are ready to transact * Marketing support * A beautiful office that you'll enjoy coming to * Good Vibes and a Culture of Success We are looking for someone that... * Prospects for ...

Ventures Unlimited Inc

Sr. Big Data Architect

Mclean, VA

$68 - $91/hr

Prior knowledge and experience with database technologies such as Oracle, SQL Server, MySQL, NoSQL, and In-memory databases Knowledge and experience with Transact SQL and PL SQL. Strong thorough ...

Gillies Team Real Estate

VA

$46K - $200K/yr

Quality Leads that are ready to transact * Marketing support * A beautiful office that you'll enjoy coming to * Good Vibes and a Culture of Success We are looking for someone that... * Prospects for ...

Gillies Team Real Estate

VA

$46K - $200K/yr

Quality Leads that are ready to transact * Marketing support * A beautiful office that you'll enjoy coming to * Good Vibes and a Culture of Success We are looking for someone that... * Prospects for ...

The Redux Group

Real Estate Sales Agent

Ashburn, VA · On-site

$83K - $112K/yr

Are you ready to supercharge your real estate career with a steady stream of hot, ready-to-transact buyers, without cold calling or paying for leads? The Redux Group, a top-producing team and trusted ...

VB Spine

Quality Control Inspector

Leesburg, VA · On-site

Transact parts in the inventory control system (JD Edwards) * Initiate Quarantine Tickets (QTs) for nonconforming product following prescribed procedures * Support and follow all company policies ...

Hampton University

Jr. Programmer/ Analyst

Hampton, VA · On-site

$37K - $40K/yr

Solid foundational knowledge of Structured Query Language (SQL) * 3+ years' experience with database languages Transact SQL (T-SQL), Procedural Language (PL)/SQL and related technologies. * 1+ years ...

Comcast

Sr. Software Engineer-7980

Reston, VA · On-site +1

$127K - $168K/yr

Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global ...

The Redux Group

Real Estate Sales Agent

Ashburn, VA

$135K/yr

Are you ready to supercharge your real estate career with a steady stream of hot, ready-to-transact buyers, without cold calling or paying for leads ? The Redux Group, a top-producing team and ...

Comcast

Sr. Software Engineer (Data)-0336

Reston, VA · On-site +1

$119K - $143K/yr

Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global ...

Flowserve

Supply Chain Manager

Lynchburg, VA · On-site

The role will have direct responsibility for a team of Procurement Specialists to transact Procure-to-Pay activities for the named site and shall leverage other functions such as Sourcing to ensure ...

New Balance

Retail Sales Associate (PT)

Williamsburg, VA · On-site

$12.80 - $16/hr

Transact the sale through suggestive selling, multiple selling, and effective closing * Correctly measure and fit customers with appropriate NB product * Inform customers about any promotions we have ...

Comcast

Lead Software Engineer (Data)-7999

Reston, VA · Remote

Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global ...

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Showing results 21-40

All JobsTransact JobsTransact Jobs in Virginia

Transact information

What is a Transact job?

A Transact job typically involves handling financial transactions, payment processing, or managing digital transaction systems. Professionals in this role may work with businesses, banks, or fintech companies to ensure smooth and secure transactions. Responsibilities can include reconciling payments, troubleshooting transaction errors, and improving transactional workflows. Strong attention to detail, knowledge of financial systems, and familiarity with security protocols are often required.

What is the difference between Transact vs Mortgage Processor?

AspectTransactMortgage Processor
CredentialsTypically requires real estate or transaction management certificationsRequires mortgage licensing, loan processing certifications
Work EnvironmentReal estate agencies, transaction management firmsMortgage lenders, banks, credit unions
Industry UsageReal estate transactions, property salesLoan processing, mortgage approval
Search & Comparison IntentUnderstanding transaction management rolesUnderstanding mortgage loan processing roles

Transact professionals focus on managing real estate transactions, coordinating documents, and ensuring smooth property sales. Mortgage Processors handle loan documentation, verify borrower information, and prepare files for approval. While both roles involve real estate finance, Transact roles are more transaction-focused, whereas Mortgage Processors specialize in loan processing within the mortgage industry.

What are the key skills and qualifications needed to thrive as a Transact Specialist, and why are they important?

To thrive as a Transact Specialist, you need a strong background in financial transactions, attention to detail, and familiarity with regulatory compliance, often supported by a degree in finance or business. Proficiency with transaction processing systems, payment platforms, and relevant certifications such as PCI DSS are typically required. Analytical thinking, problem-solving abilities, and effective communication are essential soft skills for handling complex transaction issues and collaborating with clients or team members. These skills ensure secure, accurate, and efficient processing of transactions, which is vital for maintaining trust and operational excellence in financial services.

What are Transact jobs?

Transact jobs typically refer to roles associated with the company Transact, which specializes in payment solutions for educational institutions and businesses. These jobs can include positions in software development, customer support, sales, project management, and technical services, all focused on creating and supporting secure transaction and payment systems. Employees may work on enhancing campus card systems, mobile payment platforms, or financial technology services. The work environment is often fast-paced and technology-driven, requiring adaptability and problem-solving skills. Career opportunities at Transact can offer growth in the fintech and edtech industries.

What are some typical challenges faced by professionals working in transaction management roles, and how can they be overcome?

Professionals in transaction management often face challenges such as coordinating multiple stakeholders, managing tight deadlines, and ensuring compliance with various regulations. Effective communication and strong organizational skills are essential to navigate these challenges. Utilizing project management tools and maintaining up-to-date knowledge of industry standards can also help streamline processes. Building strong relationships with clients and team members further ensures smoother transactions and helps prevent misunderstandings.
What job categories do people searching Transact jobs in Virginia look for? The top searched job categories for Transact jobs in Virginia are:
Transact jobs near you
Infographic showing various Transact job openings in Virginia as of July 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Client Service Associate

Ceritypartners

Norfolk, VA

$14 - $19.25/hr

Full-time

Posted 9 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities:

  • Frequent custodian interaction & paperwork processing.

  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Attend meetings to take notes and send a summary to both the client and the advisory team.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

      Required Credentials:

      • Bachelor's degree in Finance or related field preferred.

      • 2+ years experience in financial services industry preferred.

      Skills & Competencies:

      • Demonstrate strong and effective communication, organizational and time management skills.

      • Ability to work in a team based/collaborative environment.

      • Must accept and thrive in a fast-paced, changing environment.

      • Adherence to all compliance policies & procedures.

      • Demonstrate the Cerity Partners culture.

      Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

      Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

      Apply