Senior Associate, Reconciliation

Job Description

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 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.

• 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 cash‑flow processes and implement enhancements.
• Prioritize client satisfaction by meeting their cash‑flow needs accurately and promptly.
• Generate and review reports related to cash‑flow activities.

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 5-7 years of retail reconciliation experience are required.
• Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality.
• Strong verbal and written communication skills are 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 and the 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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

• Associate

• Full‑time Job Function
  • Administrative