Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Maintain and update client account records to ensure accurate documentation, transaction processing ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Maintain and update client account records to ensure accurate documentation, transaction processing ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Maintain and update client account records to ensure accurate documentation, transaction processing ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Maintain and update client account records to ensure accurate documentation, transaction processing ...
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Transaction Processing Associate information
See Massachusetts salary details
$13.91 - $15.75
8% of jobs
$15.75 - $17.59
13% of jobs
$17.84 is the 25th percentile. Wages below this are outliers.
$17.59 - $19.43
29% of jobs
$21.21 is the 75th percentile. Wages above this are outliers.
$19.43 - $21.26
25% of jobs
$21.26 - $23.10
9% of jobs
$23.10 - $24.94
5% of jobs
$24.94 - $26.78
4% of jobs
$26.78 - $28.62
2% of jobs
$28.62 - $30.45
1% of jobs
$30.45 - $32.29
1% of jobs
$32.29 - $34.13
1% of jobs
$13
$21
$34
How much do transaction processing associate jobs pay per hour?
What are some common challenges faced by Transaction Processing Associates, and how can they be managed effectively?
What are Transaction Processing Associates?
What jobs in the US pay 300,000 a year?
What is a transaction associate job description?
What are the key skills and qualifications needed to thrive as a Transaction Processing Associate, and why are they important?
What does a transaction processing associate do?
Is a CSA job stressful?
What is the difference between Transaction Processing Associate vs Customer Service Representative?
| Aspect | Transaction Processing Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require financial or data entry certifications | High school diploma or equivalent; customer service experience preferred |
| Work Environment | Banking, finance, or corporate offices; focus on data entry and transaction accuracy | Call centers, retail, or service centers; focus on customer interaction |
| Employer & Industry Usage | Financial institutions, banks, and corporate finance departments | Retail, telecommunications, and service industries |
| Common Search & Comparison Intent | Understanding job duties, requirements, and career path | Customer interaction skills and job responsibilities |
The main difference is that Transaction Processing Associates focus on handling financial transactions, data entry, and accuracy within financial or corporate settings. Customer Service Representatives primarily engage with customers, providing support and resolving issues. Both roles require strong communication skills, but their work environments and daily tasks differ significantly.

Full-time
Re-posted 23 days ago
Job description
Firm Overview:
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary:
The Discretionary Transaction Services Team supports the execution of investment-related transactions for Discretionary and Advisory with Comprehensive Operations clients. The team plays a critical role in coordinating activity across internal stakeholders, investment managers, custodians, legal counsel, and clients to ensure transactions are processed accurately and efficiently. This role offers the opportunity to gain broad exposure to investment operations, transaction processes, and cross-functional collaboration in support of sophisticated client portfolios.Job Description:
Key Responsibilities
Prepare and complete subscription and redemption documentation and track transaction workflows across assigned client accounts.
Support subscription and redemption activity by navigating AML/KYC requirements and related documentation.
Work with investment managers, fund administrators, legal counsel, and other relevant parties to ensure transaction documentation, approvals, and operational requirements are complete and in good order prior to trade date.
Assist in coordinating asset transfers among custodians, investment managers and clients while maintaining accurate account records.
Prepare and complete post-trade fund and client documentation, including LPA amendments, MFN elections, voting materials, investor questionnaires, annual updates, and other related requirements across impacted clients.
Maintain and update client account records to ensure accurate documentation, transaction processing, and ongoing account administration.
Proactively support client objectives through communication with third-party service providers, documentation review, and correspondence management.
Use investment manager and custodian portals to monitor transaction activity and account status.
Prepare ad hoc reporting and operational updates for internal and client-related needs.
Leverage internal resources and systems to support transaction execution and broader client activity.
Maintain awareness of market developments, investment themes, and client priorities to support day-to-day execution and service.
Qualifications
Bachelor's degree and relevant professional experience in investment operations, fund operations, client servicing, trade support, or a related financial services role.
Familiarity with subscription and redemption processes, asset transfers, and trade settlement workflows.
Working knowledge of AML/KYC requirements and related operational documentation.
Strong organizational skills with the ability to manage multiple workflows and deadlines simultaneously.
High attention to detail and commitment to accuracy in a fast-paced environment.
Strong written and verbal communication skills, with the ability to coordinate effectively across internal and external stakeholders.
Proficiency in Microsoft Office applications.
Experience working with alternative investment operations processes, custodians, or investment manager portals is preferred.
Base salary range for this role:
Pay Range Minimum:
63700Pay Range Maximum:
82800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.