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Shareholder Representative Jobs (NOW HIRING)

BNY

Shareholder Services Representative

Lake Mary, FL · On-site

Shareholder Services Representative I 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 ...

SRS Acquiom

Compliance Analyst

$80K - $90K/yr

Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide ...

Lazard, Inc.

Analyst - Shareholder Advisory

Manhattan, NY · On-site

$120K - $125K/yr

These include analyzing shareholder bases and investing protocols across sectors, supporting ... Representation at Lazard Lazard is an intellectual capital business committed to delivering the ...

SRS Acquiom

Onboarding Associate

$31 - $35/hr

Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide ...

GDR Defense

Traditional Labor Shareholder

Princeton, NJ · On-site

Traditional Labor Shareholder Location: Princeton,New Jersey (flexible) Employment Type: Full-time, ... Represent management in proceedings before the National Labor Relations Board, labor arbitrations ...

Sealaska

Shareholder Development Manager

Juneau, AK · On-site

$95K - $105K/yr

Job Title: Shareholder Development Manager Job Summary: The Shareholder Development Manager ... The physical and work environment characteristics described here are representative of those that ...

Woocheen

Shareholder Development Manager

Juneau, AK · On-site

$95K - $105K/yr

Job Title: Shareholder Development Manager Job Summary: The Shareholder Development Manager ... The physical and work environment characteristics described here are representative of those that ...

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Shareholder Representative information

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$24.5K

$44.2K

$77K

How much do shareholder representative jobs pay per year?

As of Aug 15, 2026, the average yearly pay for shareholder representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What is a shareholder representative?

Shareholder Representatives are individuals or entities appointed to act on behalf of shareholders, often during mergers, acquisitions, or other significant corporate transactions. Their primary role is to represent the interests of shareholders, communicate with buyers, manage post-closing matters, and handle any claims or disputes that arise after the transaction. Shareholder Representatives ensure that shareholders' rights are protected and that the terms of the transaction are properly enforced. They may also distribute proceeds, respond to indemnification claims, and oversee escrow accounts as needed.

What are the key skills and qualifications needed to thrive as a shareholder representative?

To thrive as a Shareholder Representative, you need a strong background in finance, business administration, and corporate governance, often supported by a relevant degree or experience in legal or financial roles. Familiarity with shareholder management software, compliance systems, and corporate reporting tools is typically required. Excellent negotiation, interpersonal, and communication skills help build trust and effectively manage relationships with shareholders and corporate stakeholders. These skills ensure the accurate representation of shareholder interests, compliance with regulations, and smooth facilitation of corporate actions and communications.

What is the difference between Shareholder Representative vs Proxy Agent?

AspectShareholder RepresentativeProxy Agent
CredentialsTypically requires knowledge of corporate governance, legal compliance, and sometimes certifications in securities or corporate lawUsually requires understanding of proxy procedures, legal documentation, and communication skills
Work EnvironmentWorks closely with shareholders, legal teams, and corporate boards, often in office settings or during shareholder meetingsOperates mainly in legal or corporate settings, handling proxy forms and communication between shareholders and companies
Employer & Industry UsageUsed by corporations, law firms, and shareholder services firms during shareholder meetings and legal proceedingsEmployed by corporations, law firms, and proxy service providers to facilitate voting and shareholder communication

While both roles involve shareholder communication, a Shareholder Representative actively advocates for shareholders' interests and may participate in legal or corporate governance matters. A Proxy Agent primarily manages proxy voting processes and documentation. Understanding these distinctions helps clarify their specific functions within corporate governance.

How does a shareholder representative typically collaborate with legal and financial teams during mergers and acquisitions?

A Shareholder Representative often works closely with legal and financial teams to ensure that the interests of shareholders are protected during mergers and acquisitions. This collaboration includes reviewing transaction documents, negotiating contract terms, and overseeing the post-closing process to address any claims or issues that arise. By acting as the main point of contact between shareholders and the acquiring company, the Shareholder Representative ensures clear communication, facilitates decision-making, and helps resolve disputes efficiently, making teamwork and coordination with these departments essential.
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What job categories do people searching Shareholder Representative jobs look for?

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Shareholder Representative jobs near you
Infographic showing various Shareholder Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

Shareholder Services Representative

BNY

Lake Mary, FL • On-site

Other

Re-posted 10 days ago

Job description

Shareholder Services Representative I

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 what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Shareholder Services Representative I to join our Retail Customer Service team. This role is located in Lake Mary, FL.

In this role, you'll make an impact in the following ways:

  • Working within the Retail Services department, answer inbound calls in support of Retail Direct shareholders.
  • Assist with processing financial transactions, provide account information, and respond to client inquiries daily of varying complexity.
  • Provide advanced technical assistance for shareholders' online accounts.
  • On a case-by-case basis, review shareholder accounts for any errors, general issues, and escalate matters through appropriate channels when issues cannot be resolved at the initial point of contact.
  • Track the progress of escalated matters to ensure proper follow up and closure of these issues.
  • Provide guidance to junior members of the staff. This position does not have direct reports.

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

  • High school/secondary school or the equivalent combination of education and experience is required.
  • Bachelor's degree preferred.
  • Experience in financial services preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom BNY LinkedIn

Here's a few of our recent awards:

America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025

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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