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.
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 ...
Loan Transaction Associate
Dallas, TX · On-site
Create and optimize automated data pipelines and database structures to support daily ingestion and processing of loan transaction and portfolio data. Responsibilities: The LTN Associate will support ...
Loan Transaction Associate
Dallas, TX · On-site
Create and optimize automated data pipelines and database structures to support daily ingestion and processing of loan transaction and portfolio data. Responsibilities: The LTN Associate will support ...
Loan Transaction Associate
Dallas, TX · On-site
Create and optimize automated data pipelines and database structures to support daily ingestion and processing of loan transaction and portfolio data. Responsibilities: The LTN Associate will support ...
Loan Transaction Associate
Dallas, TX · On-site
Create and optimize automated data pipelines and database structures to support daily ingestion and processing of loan transaction and portfolio data. Responsibilities: The LTN Associate will support ...
Deposit Operations Specialist
Dallas, TX · On-site
$50K - $65K/yr
In this role, you will play a critical part in supporting the Bank's daily back-office operations, ensuring smooth transaction processing, regulatory compliance, and exceptional internal service.This ...
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Deposit Operations Specialist
Dallas, TX · On-site
$50K - $65K/yr
In this role, you will play a critical part in supporting the Bank's daily back-office operations, ensuring smooth transaction processing, regulatory compliance, and exceptional internal service.This ...
Associate - Global Transaction Analytics
Houston, TX · On-site
$15 - $20/hr
Description Associate - Global Transaction Analytics About Alvarez & Marsal Alvarez & Marsal (A&M ... Our robust performance development process promotes continuous learning, rewards your contributions ...
Associate - Global Transaction Analytics
Houston, TX · On-site
$15 - $20/hr
Description Associate - Global Transaction Analytics About Alvarez & Marsal Alvarez & Marsal (A&M ... Our robust performance development process promotes continuous learning, rewards your contributions ...
Investment Banking - Technical Transaction Team, Energy - Associate Geologist
Houston, TX · On-site
$175K - $225K/yr
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Investment Banking - Technical Transaction Team, Energy - Associate Geologist
Houston, TX · On-site
$175K - $225K/yr
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction ... Additional details about total compensation and benefits will be provided during the hiring process.
Payment & Transaction Processing * Review and resolve payment overages, payoff shortages, and ... customer transactions are preferred. * Workflows and adapting to changing volume. * Associates ...
Payment & Transaction Processing * Review and resolve payment overages, payoff shortages, and ... customer transactions are preferred. * Workflows and adapting to changing volume. * Associates ...
Payment & Transaction Processing * Review and resolve payment overages, payoff shortages, and ... customer transactions are preferred. * Workflows and adapting to changing volume. * Associates ...
Payment & Transaction Processing * Review and resolve payment overages, payoff shortages, and ... customer transactions are preferred. * Workflows and adapting to changing volume. * Associates ...
This position manages and coordinates multiple complex processes to maximize the success of each ... ensuring associate engagement, and other typical managerial duties. * Performs related duties as ...
This position manages and coordinates multiple complex processes to maximize the success of each ... ensuring associate engagement, and other typical managerial duties. * Performs related duties as ...
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning , rewards your ...
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning , rewards your ...
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning, rewards your contributions ...
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning, rewards your contributions ...
This position manages and coordinates multiple complex processes to maximize the success of each ... ensuring associate engagement, and other typical managerial duties. * Performs related duties as ...
This position manages and coordinates multiple complex processes to maximize the success of each ... ensuring associate engagement, and other typical managerial duties. * Performs related duties as ...
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning, rewards your contributions ...
We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients ... Our robust performance development process promotes continuous learning, rewards your contributions ...
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
Job Summary As an Associate in our Natural Resources group, you will be a key player in our ... Execution oriented with a deep understanding of the transaction cycle and the steps in the process
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
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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
Posted 8 days ago
Fidelity Investments rating
8.7
Based on 264 frontline employees who took The Breakroom Quiz
14th of 138 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
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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