Shareholder Data & Resolution Specialist I

BNY; Town of Florida (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Health coverage

Retirement plans

Job summary

BNY is seeking an Associate, Reconciliation Representative I to provide support with financial transaction data and resolve client inquiries. The ideal candidate should have a high school diploma, with a Bachelor's degree preferred, and 2-3 years of work experience, especially in financial services.

Responsibilities include processing complex information and helping junior team members. BNY offers competitive compensation and benefits within a culture that values growth and success.

Qualifications

• High school/secondary school or equivalent combination of education and experience required; Bachelor’s degree preferred.
• 2-3 years of total work experience preferred.
• Experience in financial services preferred.
• Strong data handling and operational skills.

Responsibilities

• Provide large quantities of data related to financial transactions to support client inquiries.
• Respond to ad hoc requests and process updates to shareholder accounts.
• Serve as an escalation point for junior team members.
• Research and resolve moderately complex operational issues.

Skills

Data handling

Problem resolution

Communication skills

Education

High school or equivalent

Bachelor’s degree preferred

Job description

BNY is seeking an Associate, Reconciliation Representative I to provide support with financial transaction data and resolve client inquiries. The ideal candidate should have a high school diploma, with a Bachelor's degree preferred, and 2-3 years of work experience, especially in financial services.

Responsibilities include processing complex information and helping junior team members. BNY offers competitive compensation and benefits within a culture that values growth and success.