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Transaction Processing Representative Jobs (NOW HIRING)

Career Launch AI

Fund Transaction Specialist

Manhattan, NY · On-site

$140K - $185K/yr

... This represents a sample Fund Transaction Specialist position commonly found through the Career ... Identify operational risks, discrepancies, and process inefficiencies, proposing improvements

Citi

Cash and Trade Processing Representative

Irving, TX · On-site

$39K - $46K/yr

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is ...

Equiliem

Orders / Sample Representative

Clifton, NJ

$18 - $20/hr

Order Processing Representative (Bilingual Required) Location: Clifton, NJ (On-Site) Job Type ... Ensure all paperwork and transactions are completed correctly Requirements * Bilingual (Spanish ...

Citi

Cash and Trade Processing Representative

Irving, TX · On-site

$39K - $46K/yr

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is ...

Citi

Cash and Trade Processing Representative

Newark, DE · On-site

$39K - $46K/yr

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is ...

Citi

Cash and Trade Processing Representative

Irving, TX · On-site

$39K - $46K/yr

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is ...

Citi

Cash and Trade Processing Representative

Irving, TX · On-site

$39K - $46K/yr

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is ...

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Transaction Processing Representative information

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How much do transaction processing representative jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for transaction processing representative in the United States is $19.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $20.19 per hour, depending on experience, location, and employer.

What is a transaction processing representative?

Transaction Processing Representatives are professionals who handle, review, and process financial or operational transactions on behalf of an organization. Their duties often include verifying data, ensuring accuracy, entering information into systems, resolving discrepancies, and communicating with clients or internal departments. These representatives play a crucial role in maintaining efficient workflow and compliance with company policies and regulations. They typically work in industries such as banking, insurance, healthcare, and finance, where precise and timely processing of transactions is essential.

What are the key skills and qualifications needed to thrive as a transaction processing representative?

To thrive as a Transaction Processing Representative, you need strong attention to detail, data entry accuracy, and familiarity with financial transactions, often supported by a high school diploma or equivalent. Experience with transaction processing systems, spreadsheets, and basic accounting software is typically required. Excellent organizational skills, time management, and effective communication help individuals excel in this role. These skills are crucial for ensuring error-free processing, maintaining data integrity, and delivering reliable service in fast-paced environments.

What are some typical challenges transaction processing representatives face when handling large volumes of transactions?

Transaction Processing Representatives often encounter challenges such as maintaining accuracy and attention to detail while processing a high volume of transactions under tight deadlines. Errors can have significant financial and reputational consequences, so it’s crucial to follow established procedures and double-check work. Additionally, adapting to frequently updated systems or regulatory requirements can require quick learning and flexibility. Effective communication with team members is also essential to resolve discrepancies and ensure smooth workflow.

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

AspectTransaction Processing RepresentativeCustomer Service Representative
Primary RoleHandles processing financial transactions, data entry, and account updatesAssists customers with inquiries, complaints, and service requests
Required SkillsAttention to detail, data entry, basic financial knowledgeCommunication skills, problem-solving, customer interaction
Work EnvironmentBank, financial institution, or corporate officeCall center, retail, or service industry
Common CertificationsNone typically required, but financial or data entry certifications helpfulCustomer service certifications optional

While both roles involve interacting with clients and handling information, Transaction Processing Representatives focus on processing transactions and maintaining accurate financial data, whereas Customer Service Representatives primarily assist customers with inquiries and support. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

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What are popular job titles related to Transaction Processing Representative jobs?

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Transaction Processing Representative jobs near you
Infographic showing various Transaction Processing Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $40,568 per year, or $19.5 per hour.

Fund Transaction Specialist

Manhattan, NY • On-site

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 4 days ago

Job description

Fund Transaction Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Fund Transaction Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund operations, investment transactions, and portfolio support.

Actual openings may vary based on employer needs, fund type (e.g., private equity, venture capital, hedge funds, real assets), and investment strategy.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Fund Transaction Specialist supports fund management and investment teams by executing and reconciling fund transactions, monitoring cash flows, and maintaining accurate investment records. This role blends operational accuracy, analytical skills, and collaborative coordination to ensure smooth fund operations.

Specialists in this role typically work closely with portfolio managers, finance teams, and external partners to execute capital calls, distributions, and other fund-related transactions efficiently and accurately.

Key Responsibilities

  • Execute fund-related transactions, including capital calls, distributions, contributions, and transfers

  • Maintain accurate records of fund activity, positions, and cash balances

  • Assist with fund cash flow monitoring, reconciliation, and reporting

  • Collaborate with portfolio managers, operations, finance, and external partners to ensure timely and accurate transaction processing

  • Build and maintain dashboards, reports, and analytics to track fund activity and performance

  • Ensure compliance with fund agreements, internal policies, and regulatory requirements

  • Identify operational risks, discrepancies, and process inefficiencies, proposing improvements

  • Prepare daily, weekly, and ad-hoc reports for fund and portfolio teams, as well as senior management

Preferred Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

  • Knowledge of fund operations, investment transactions, or portfolio management processes

  • Strong analytical, organizational, and problem-solving skills

  • Proficiency in Excel; familiarity with fund accounting or portfolio management systems is a plus

  • Ability to work effectively in a fast-paced, deadline-driven environment

  • Clear written and verbal communication skills

  • Interest in fund operations, investment processes, and transaction management

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching

  • Resume and profile optimization

  • Guidance on outreach to investment and fund teams

  • Interview preparation for fund operations, transaction support, and portfolio management roles

To learn more or express interest in fund operations and investment transaction roles, visit:
https://www.careerlaunch.ai/