Senior Associate, Reconciliation

BNY Mellon-posted 8 days ago

Full-time • Mid Level

Berwyn, PA

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At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Sr. Associate, Reconciliation to join our Archer team. This role is located in Berwyn, PA. In this role, you’ll make an impact in the following ways:

Receive, analyze, and process cash requests from Financial Advisors and clients.
Investigate and resolve any discrepancies related to cash transactions promptly.
Collaborate with relevant teams to address and rectify cash-related issues.
Maintain clear and effective communication with Financial Advisors and clients regarding cash-related matters.
Identify opportunities to improve cashflow processes and implement enhancements.
Prioritize client satisfaction by meeting their cashflow needs accurately and promptly.
Generate and review reports related to cashflow activities

Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of retail reconciliation experience required.
Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
Strong verbal and written communication skills required
Strong problem-solving skills and attention to detail
Team player with a positive attitude who can effectively train and supervise others
Self-starter attitude
Ability to adapt to change in a dynamic environment
Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
We provide access to flexible global resources and tools for your life’s journey.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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