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Transaction Associate Jobs in Ohio (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will ...

micro1 AI

Transaction Attorney

Cincinnati, OH · Remote

$90 - $130/hr

Role Title: M&A Attorney Role Type: Contractor Location: Remote We are seeking seasoned M&A attorneys for a part-time role at the forefront of legal AI. This opportunity is for elite lawyers who want ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will ...

NACBA

Business Associate Attorney

Dayton, OH · On-site

$65 - $85/hr

Experience or a strong interest in real estate transactions and local government/public sector law is highly desirable and will allow the associate to support our unique cross‑functional client ...

The Paradies Shops

Sales Associate

Vandalia, OH

$13.25 - $17.75/hr

Sales Associate - Platform EMPLOYMENT CLASSIFICATION: Non-Exempt POSITION REPORTS TO: DEPARTMENT ... Efficiently and accurately conduct customer transactions on our POS * Efficiently and accurately ...

Pinnacle Autohaus

Be Seen First

Sales Associate

Powell, OH · On-site

$3.0K - $10K/mo

The Sales Associate will play a key role in providing outstanding customer service and supporting ... This position focuses on engaging with customers, managing sales transactions, and promoting ...

Paradies Lagardere

Sales Associate

Vandalia, OH · On-site

$13.25 - $17.75/hr

Sales Associate - Platform EMPLOYMENT CLASSIFICATION: Non-Exempt POSITION REPORTS TO: DEPARTMENT ... Efficiently and accurately conduct customer transactions on our POS * Efficiently and accurately ...

United Bank

Sales Associate

Bellaire, OH · On-site

$14 - $18.75/hr

RESPONSIBILITIES: • Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. • Balance assigned cash daily and maintains ...

United Bank

Sales Associate

Bellaire, OH · On-site

$14 - $18.75/hr

RESPONSIBILITIES: • Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. • Balance assigned cash daily and maintains ...

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Showing results 21-40

All JobsTransaction Associate JobsTransaction Associate Jobs in Ohio

Transaction Associate information

See Ohio salary details

$16.6K

$73.2K

$124.5K

How much do transaction associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for transaction associate in Ohio is $73,182.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $91,300.00 per year, depending on experience, location, and employer.

What does a transaction associate do?

A Transaction Associate assists with the execution and management of financial transactions, such as mergers, acquisitions, or capital raising activities. They typically support senior members of the team by performing market research, preparing financial models, drafting presentations, and managing documentation. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams. Transaction Associates often work in investment banks, private equity firms, or corporate finance departments.

What are the key skills and qualifications needed to thrive as a transaction associate?

To thrive as a Transaction Associate, you need strong analytical abilities, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with financial software, transaction management systems, and proficiency in Excel are typically required, and certifications such as CFA or FINRA registration may be beneficial. Excellent communication, organizational skills, and the ability to multitask help build strong client relationships and ensure accuracy in high-pressure environments. These combined skills are crucial for efficiently processing transactions, minimizing errors, and maintaining client trust in financial operations.

What are some common challenges transaction associates face when supporting high-volume transactions, and how can they effectively manage these situations?

Transaction Associates often handle a large number of transactions daily, which can lead to challenges such as maintaining accuracy under tight deadlines and prioritizing tasks efficiently. To manage these situations, it is important to develop strong organizational skills, leverage available transaction management systems, and communicate proactively with team members. Attention to detail and the ability to stay calm under pressure are key to ensuring that all documentation is processed correctly and client needs are met promptly. Regular training and staying updated on compliance requirements also help Transaction Associates navigate high-volume periods more effectively.

What are the most commonly searched types of Transaction jobs in Ohio?

The most popular types of Transaction jobs in Ohio are:

What cities in Ohio are hiring for Transaction Associate jobs?

Cities in Ohio with the most Transaction Associate job openings:

Transaction Associate jobs near you
Infographic showing various Transaction Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 28% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $73,182 per year, or $35.2 per hour.

Service Associate

Allworth Financial

Cincinnati, OH • On-site

$15 - $20.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.
This is a full-time, Non-Exempt role based out of our BlueAsh/Cincinnati office and requires 5 days of in-office work. This position has a salary range between $60k-$63k and is eligible for an annual bonus based on their performance and the companies.
DUTIES AND RESPONSIBILITIES
  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
  • Process client requests, including transactions and paperwork, in line with firm policies and procedures.
  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
  • Provide notary services for client transactions as required.
  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

QUALIFICATIONS
  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry.
  • BS/BA degree preferred; high school diploma or GED required.
  • Strong communication skills with the ability to establish rapport with clients and colleagues.
  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
  • Strong attention to detail and accuracy in handling client records and transaction-related documents.
  • Ability to multitask and manage competing priorities in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

PHYSICAL REQUIREMENTS
  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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