Associate, Reconciliation II

4 days ago


Berwyn, United States BNY Full time

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. 

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. 

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. 

We’re seeking a future team member for the role of Associate, Reconciliation to join our Archer team. This role is located in Berwyn, PA– Hybrid. 

 

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 

 

To be successful in this role, we’re seeking the following: 

Bachelor’s degree or the equivalent combination of education and experience is required. 

3-5 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 

Hustle required 

 

At BNY, our culture speaks for itself. Here’s a few of our awards: 

· America’s Most Innovative Companies, Fortune, 2024 

· World’s Most Admired Companies, Fortune 2024 

· Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 

· “Most Just Companies”, Just Capital and CNBC, 2024 

· Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 

· Bloomberg’s Gender Equality Index (GEI), 2023 

 

Our Benefits and Rewards: 

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. 

 



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