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 ...
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 ...
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 ...
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 ...
Associate - Private Company Mergers & Acquisitions
Vancouver, BC · On-site
CA$160K - CA$180K/yr
... Associate to join our Private Company M&A group. The ideal candidate will have 4-5 years of ... Leading transaction files, timelines, and closing processes across multiple concurrent matters;
Associate - Private Company Mergers & Acquisitions
Vancouver, BC · On-site
CA$160K - CA$180K/yr
... Associate to join our Private Company M&A group. The ideal candidate will have 4-5 years of ... Leading transaction files, timelines, and closing processes across multiple concurrent matters;
... Associate to join our Private Company M&A group. The ideal candidate will have 4-5 years of ... Leading transaction files, timelines, and closing processes across multiple concurrent matters;
Quick apply
... Associate to join our Private Company M&A group. The ideal candidate will have 4-5 years of ... Leading transaction files, timelines, and closing processes across multiple concurrent matters;
YVR - PT Warehouse Associate
Vancouver, BC · On-site
$18.25/hr
Warehouse associates must have the ability to process shipping and receiving functions, unload ... Efficiently and accurately conduct receiving, cycle counts, product returns, transfer transactions ...
YVR - PT Warehouse Associate
Vancouver, BC · On-site
$18.25/hr
Warehouse associates must have the ability to process shipping and receiving functions, unload ... Efficiently and accurately conduct receiving, cycle counts, product returns, transfer transactions ...
YVR - PT Warehouse Associate
Vancouver, BC · On-site
$18.25/hr
Warehouse associates must have the ability to process shipping and receiving functions, unload ... Efficiently and accurately conduct receiving, cycle counts, product returns, transfer transactions ...
YVR - PT Warehouse Associate
Vancouver, BC · On-site
$18.25/hr
Warehouse associates must have the ability to process shipping and receiving functions, unload ... Efficiently and accurately conduct receiving, cycle counts, product returns, transfer transactions ...
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Quick apply
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Payroll Associate Status:Full- Time Dealership:Head Office Burnaby Department:Accounting We believe ... Ability to process high volume of transactions efficiently * Automotive experience using CDK ...
Capital Markets, Prospectus Center of Excellence Senior Associate
Vancouver, BC · On-site
CA$58K - CA$97K/yr
You'll gain exposure to a wide variety of complex financing transactions while helping shape how a ... Contributing to the development of standardized processes, tools, and training materials that ...
Capital Markets, Prospectus Center of Excellence Senior Associate
Vancouver, BC · On-site
CA$58K - CA$97K/yr
You'll gain exposure to a wide variety of complex financing transactions while helping shape how a ... Contributing to the development of standardized processes, tools, and training materials that ...
... transaction processing across multiple carrier partners. * Hands-on experience designing customer and front-line associate experiences, balancing self-serve capabilities with assisted selling in high ...
... transaction processing across multiple carrier partners. * Hands-on experience designing customer and front-line associate experiences, balancing self-serve capabilities with assisted selling in high ...
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 ...
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 ...
Inbound Retention Sales Associate
Vancouver, BC · Remote
CA$17.05/hr
Process Service Transactions: Manage billing inquiries, equipment exchanges, package changes, and account updates accurately and efficiently. * Deliver Adaptive Problem Solving: Assess a variety of ...
Quick apply
Inbound Retention Sales Associate
Vancouver, BC · Remote
CA$17.05/hr
Process Service Transactions: Manage billing inquiries, equipment exchanges, package changes, and account updates accurately and efficiently. * Deliver Adaptive Problem Solving: Assess a variety of ...
Sales Associate
Surrey, BC · On-site
... Process customer transactions, returns or exchanges accurately and efficiently and create lasting ... service, associate engagement and shrink Assist with merchandise preparation for sales floor ...
Sales Associate
Surrey, BC · On-site
... Process customer transactions, returns or exchanges accurately and efficiently and create lasting ... service, associate engagement and shrink Assist with merchandise preparation for sales floor ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Handle transactions using the Point of Sale (POS) system, including shipping transactions and ... Associate Recognition Programs We value transparency in our hiring processes. Please note ...
Transaction Processing Associate information
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 11 days ago
JPMorgan Chase & Co. rating
8.0
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.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US