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Transaction Processing Associate Jobs in Cincinnati, OH

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Process client requests, including transactions and paperwork, in line with firm policies and ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Process client requests, including transactions and paperwork, in line with firm policies and ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

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 ...

TRC Talent Solutions

Service Associate

Montgomery, 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 ...

New Balance

Retail Sales Associate (PT)

Cincinnati, OH · On-site

$12.80 - $16/hr

... the transaction process, always positively representing the New Balance brand. MAJOR ... Temporary associates are provided three options for medical insurance as well as dental and vision ...

New Balance

Retail Sales Associate (PT)

Cincinnati, OH · On-site

$12.80 - $16/hr

... the transaction process, always positively representing the New Balance brand. MAJOR ... Temporary associates are provided three options for medical insurance as well as dental and vision ...

Cashland

Retail Sales Associate - 3207

Fairfield, OH · On-site

$13 - $15/hr

Full-Time Retail Sales Associate $13.00 - $15.00 per hour + Unlimited Commission We're looking for ... Process sales and loan activity accurately while following company and regulatory guidelines

The UPS Store Fairfield #4318

Center Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Center Associate Join The UPS Store Mariemont as a Center Associate and become a vital part of our ... Process shipping transactions accurately and efficiently * Provide packing services, ensuring items ...

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Transaction Processing Associate information

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How much do transaction processing associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for transaction processing associate in Cincinnati, OH is $18.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $19.38 per hour, depending on experience, location, and employer.

What is a transaction processing associate?

Transaction Processing Associates are professionals responsible for handling, reviewing, and processing financial or business transactions within an organization. They ensure that transactions are accurately entered, verified, and completed according to company policies and regulatory requirements. Their duties often include data entry, reconciling accounts, addressing discrepancies, and maintaining records. These associates play a key role in supporting finance, operations, or customer service teams, helping ensure smooth and efficient business operations.

What are the key skills and qualifications needed to thrive as a transaction processing associate, and why are they important?

To excel as a Transaction Processing Associate, you need strong analytical skills, attention to detail, and a basic understanding of financial transactions, often supported by a high school diploma or equivalent. Familiarity with transaction processing systems, databases, and spreadsheet software like Microsoft Excel is typically required. Effective communication, time management, and problem-solving abilities help you manage high volumes of data and collaborate with team members. These skills ensure accuracy and efficiency in processing transactions, which is crucial for maintaining financial integrity and customer satisfaction.

What are some common challenges faced by transaction processing associates, and how can they be managed effectively?

Transaction Processing Associates often encounter challenges such as handling high transaction volumes, meeting strict deadlines, and ensuring accuracy in data entry. To manage these effectively, it's important to develop strong organizational skills, maintain attention to detail, and utilize digital tools for tracking tasks. Collaborating closely with team members and supervisors can also help in resolving discrepancies quickly and ensuring that service level agreements are consistently met.

What is the difference between Transaction Processing Associate vs Customer Service Representative?

AspectTransaction Processing AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require financial or data entry certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBanking, finance, or corporate offices; focus on data entry and transaction accuracyCall centers, retail, or service centers; focus on customer interaction
Employer & Industry UsageFinancial institutions, banks, and corporate finance departmentsRetail, telecommunications, and service industries
Common Search & Comparison IntentUnderstanding job duties, requirements, and career pathCustomer 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.

What are popular job titles related to Transaction Processing Associate jobs in Cincinnati, OH?

For Transaction Processing Associate jobs in Cincinnati, OH, the most frequently searched job titles are:

What job categories do people searching Transaction Processing Associate jobs in Cincinnati, OH look for?

The top searched job categories for Transaction Processing Associate jobs in Cincinnati, OH are:

What cities near Cincinnati, OH are hiring for Transaction Processing Associate jobs?

Cities near Cincinnati, OH with the most Transaction Processing Associate job openings:

Infographic showing various Transaction Processing Associate job openings in Cincinnati, OH as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,955 per year, or $18.7 per hour.

Service Associate

Cincinnati, OH • On-site

Allworth Financial
See more jobs at Allworth Financialexternal

$15 - $20.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
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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