Senior Associate- Reconciliations (Hybrid)

Posted 17 Days Ago
Be an Early Applicant
2 Locations
Hybrid
32-37 Hourly
Senior level
Fintech • Financial Services
The Role
Perform end-to-end reconciliations for client accounts in a BPO/shared services environment: identify and investigate discrepancies, resolve breaks, track exceptions, maintain logs and audit trails, escalate complex issues, support process improvements, and provide informal guidance and onboarding for junior team members.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We’re seeking a Reconciliation Senior Associate is responsible for performing and supporting end-to-end reconciliation activities in a BPO/shared services environment. This role ensures high-volume transactional and account reconciliation work is completed accurately, timely, and in accordance with client requirements, internal controls, and service level agreements.

The role involves identifying and investigating discrepancies, resolving breaks, escalating unresolved issues, and supporting process improvements to enhance quality and efficiency. The Reconciliation Senior Associate serves as a subject matter resource within the team, provides informal guidance to junior associates, and helps maintain strong operational discipline in a client-driven delivery environment.

Responsibilities:

  • Perform daily, weekly, monthly, and ad hoc reconciliations for assigned client accounts, processes, or transaction streams.

  • Compare data across systems, reports, statements, or source documents to identify mismatches, breaks, and exceptions.

  • Investigate reconciliation variances and follow established procedures to resolve discrepancies accurately and within agreed timelines.

  • Track open items, unresolved breaks, and aged exceptions, and ensure appropriate follow-up and escalation.

  • Maintain reconciliation logs, exception trackers, audit trails, and supporting documentation.

  • Ensure work is completed in line with standard operating procedures, client requirements, internal controls, and quality standards.

  • Review data for completeness, accuracy, and consistency before finalizing reconciliation output.

  • Coordinate with internal teams such as Operations, Compliance, and Technology to resolve issues.

  • Escalate complex, high-risk, or recurring issues to team leaders or managers in a timely manner.

  • Identify recurring error patterns and support root cause analysis and corrective actions.

  • Contribute to process improvement initiatives to reduce manual effort, improve turnaround time, and strengthen accuracy.

  • Support onboarding, cross-training, and knowledge sharing for junior team members.

  • Assist in preparing operational reports on volume, exceptions, aging items, accuracy, and productivity as needed.

Qualifications

  • Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent work experience.

  • 2+ years of experience in reconciliation, transaction processing, finance operations, back-office operations, or shared services/BPO.

  • Strong understanding of reconciliation concepts, exception handling, and process controls.

  • Experience working in a high-volume, deadline-driven operational environment.

  • Good analytical and problem-solving skills.

  • Strong attention to detail and accuracy.

  • Proficiency in Microsoft Excel and familiarity with operational systems, or workflow tools. BPS, IMPACT, Proactive, Postedge, Intelimatich.

  • Good written and verbal communication skills.

  • Ability to work independently with limited supervision and manage multiple priorities.

Preferred Qualifications:

  • Experience in BPO, shared services, banking operations, finance and accounting outsourcing, or payment operations.

  • Exposure to client-specific SLAs, quality metrics, and operational reporting.

  • Knowledge of audit, compliance, and control requirements in a processing environment.

  • Experience supporting process documentation and continuous improvement initiatives.

Compensation Range: The salary range for this position is between $32/hr - $37/hr USD.  Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, location and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

#LI-PP1

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent work experience
  • 2+ years of experience in reconciliation, transaction processing, finance operations, back-office operations, or shared services/BPO
  • Strong understanding of reconciliation concepts, exception handling, and process controls
  • Experience working in a high-volume, deadline-driven operational environment
  • Good analytical and problem-solving skills
  • Strong attention to detail and accuracy
  • Proficiency in Microsoft Excel and familiarity with operational/workflow systems (BPS, IMPACT, Proactive, Postedge, Intelimatich)
  • Good written and verbal communication skills
  • Ability to work independently with limited supervision and manage multiple priorities
  • Experience in BPO, shared services, banking operations, finance and accounting outsourcing, or payment operations
  • Exposure to client-specific SLAs, quality metrics, and operational reporting
  • Knowledge of audit, compliance, and control requirements in a processing environment
  • Experience supporting process documentation and continuous improvement initiatives

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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