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Transaction Processing Associate Jobs in Vancouver, BC

Registered Plans Associate

Vancouver, BC · On-site

CA$58K - CA$62K/yr

This will include, but not limited to, processing transactions in registered plans (RRSPs, RESPs ... When associates bring their best authentic self, our organization, clients and communities thrive ...

... Process customer transactions, returns or exchanges accurately and efficiently and create lasting ... service, associate engagement and shrink Assist with merchandise preparation for sales floor ...

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Transaction Processing Associate information

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 are Transaction Processing Associates?

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 jobs in the US pay 300,000 a year?

For a Transaction Processing Associate, earning $300,000 annually is uncommon, as this role typically offers lower compensation. High-paying jobs in finance, executive management, or specialized medical fields are more likely to reach or exceed this level, often requiring advanced skills, certifications, or extensive experience. Most roles paying this salary involve leadership, technical expertise, or significant responsibility.

What is a transaction associate job description?

A transaction processing associate is responsible for handling financial transactions, verifying data accuracy, and ensuring compliance with company policies. They often use specialized software to record and reconcile transactions and may work in banking, finance, or retail environments. Attention to detail and strong organizational skills are essential for this role.

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 does a transaction processing associate do?

A transaction processing associate is responsible for reviewing, verifying, and entering financial transactions accurately into company systems. They ensure data integrity, handle documentation, and may use software tools like spreadsheets or transaction processing platforms to complete their tasks efficiently.

Is a CSA job stressful?

A Transaction Processing Associate role can be stressful during high-volume periods or when dealing with complex transactions, requiring attention to detail and accuracy. The job often involves working with financial data and meeting strict deadlines, which can contribute to work-related stress. However, stress levels vary depending on the work environment and individual coping skills.

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.

Infographic showing various Transaction Processing Associate job openings in Vancouver, BC as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Asset Management - Client Account Manager - Associate

Asset Management - Client Account Manager - Associate

JPMorgan Chase & Co

Vancouver, BC • On-site

Full-time

Re-posted 11 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks


Job description

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities 

  • Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
  • Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
  • Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
  • Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
  • Attend client meetings and events as appropriate (including due diligence meetings)
  • Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third party requests

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
  • Bachelor's degree required
  • Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
  • Excellent written and communication skills 
  • English/French bilingual proficiency required
  • Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
  • Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications, capabilities, and skills

  • Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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