The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
As an Associate Engineer, you will be a key player in our business strategy and execution. You will ... Additional details about total compensation and benefits will be provided during the hiring process.
Transaction Manager
Dallas, TX · On-site
In addition, the Associate will support the development of process improvements as it relates to ... Set transaction deadlines and ensure timelines are met with the sellers, due diligence vendors, and ...
Transaction Manager
Dallas, TX · On-site
In addition, the Associate will support the development of process improvements as it relates to ... Set transaction deadlines and ensure timelines are met with the sellers, due diligence vendors, and ...
Transaction Manager
Dallas, TX · On-site
In addition, the Associate will support the development of process improvements as it relates to ... Set transaction deadlines and ensure timelines are met with the sellers, due diligence vendors, and ...
Transaction Manager
Dallas, TX · On-site
In addition, the Associate will support the development of process improvements as it relates to ... Set transaction deadlines and ensure timelines are met with the sellers, due diligence vendors, and ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Sales Associate
Austin, TX · On-site
$13/hr
The Sales Associate plays a critical role in driving the success of our retail operations by ... Process sales transactions accurately using point-of-sale systems and handle cash or electronic ...
Quick apply
Sales Associate
Austin, TX · On-site
$13/hr
The Sales Associate plays a critical role in driving the success of our retail operations by ... Process sales transactions accurately using point-of-sale systems and handle cash or electronic ...
CLO Senior Transaction Manager
$69K - $109K/yr
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ... If you need accommodation for any part of the employment process because of a disability, please ...
CLO Senior Transaction Manager
$69K - $109K/yr
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ... If you need accommodation for any part of the employment process because of a disability, please ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company ... resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services ...
Lending Transaction Associate Senior - Midland
Corpus Christi, TX · On-site
$37K - $48K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
Corpus Christi, TX · On-site
$37K - $48K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
$38K - $49K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
$38K - $49K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
Austin, TX · On-site
$38K - $49K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
Austin, TX · On-site
$38K - $49K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
Mcallen, TX · On-site
$37K - $47K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Lending Transaction Associate Senior - Midland
Mcallen, TX · On-site
$37K - $47K/yr
As a Lending Transaction Associate Senior within PNC's Midland organization, you will be based ... Post-closing responsibilities include processing and posting closing funds, routing executed ...
Transaction Processing Associate information
See Texas salary details
$11.87 - $13.44
8% of jobs
$13.44 - $15.01
13% of jobs
$15.22 is the 25th percentile. Wages below this are outliers.
$15.01 - $16.57
29% of jobs
$18.09 is the 75th percentile. Wages above this are outliers.
$16.57 - $18.14
25% of jobs
$18.14 - $19.71
9% of jobs
$19.71 - $21.28
5% of jobs
$21.28 - $22.84
4% of jobs
$22.84 - $24.41
2% of jobs
$24.41 - $25.98
1% of jobs
$25.98 - $27.55
1% of jobs
$27.55 - $29.11
1% of jobs
$11
$18
$29
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 29 days ago
Fidelity Investments rating
8.7
Based on 266 frontline employees who took The Breakroom Quiz
17th of 148 rated financial services
Job description
Summary
Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.
The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.
Responsibilities
- Process alternative investment subscription, redemption and transfer transactions
- Meet transaction processing deadlines
- Ensure alternative investment policy and procedures are followed and paperwork requirements are met
- Problem resolution
- Provide clear and concise communication to internal and external business partners
- Track and monitor outstanding issues and provide timely updates
Qualifications
- College degree preferred
- Prior experience with the alternative investment product is preferred
- 2+ years brokerage operations experience, or 5+ work related experience is preferred
- Mutual fund operations experience will be considered in lieu of alternative investment experience.
Skills and Knowledge
- Passion for Service
- Detail oriented
- Proficient transaction processor
- Excellent writing skills
- Ability to learn quickly
- Ability to thrive in a fast paced environment
- Strong organizational and multi-tasking skills
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage Operations
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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