About the Role
This role is responsible for performing and supporting end-to-end reconciliation activities in a BPO/shared services environment, ensuring high-volume transactional and account reconciliation work is completed accurately and timely. The role involves identifying and investigating discrepancies, resolving breaks, escalating issues, and supporting process improvements. The Reconciliation Senior Associate serves as a subject matter resource and provides guidance to junior associates.
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.
Requirements
- 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.
- Experience with BPS, IMPACT, Proactive, Postedge, Intelimatich.
- Good written and verbal communication skills.
- Ability to work independently with limited supervision and manage multiple priorities.
Skills
- Microsoft Excel
- Operational systems
- Workflow tools
- BPS
- IMPACT
- Proactive
- Postedge
- Intelimatich
- Analytical skills
- Problem-solving skills
- Attention to detail
- Accuracy
- Written communication
- Verbal communication
Location
- Remote
Work Type
- Full-time
Experience Level
- 2+ years
Education Level
- Bachelor's degree in Business, Finance, Accounting, or a related field
- Equivalent work experience
Salary/Compensations
- $32/hr - $37/hr USD
Benefits
- Comprehensive benefit offerings
About the Company
- Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
- We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
- Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
- A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
- We are committed to creating an engaging workplace for the most talented associates in our industry.
- We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
- As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.
- Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
- We believe that our associates are our most important asset.
- Encouraging professional development opportunities is a core part of our culture.
- Broadridge provides educational opportunities, including formal classes, training programs and events.
- To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.
- Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
Equal Opportunity
- 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 BRcareers@broadridge.com.
