Shareholder Services Specialist Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and ...
Shareholder Services Specialist Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and ...
Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and connectivity, while providing ...
Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and connectivity, while providing ...
Shareholder Services Specialist Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and ...
Shareholder Services Specialist Shareholder Services Specialist Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and ...
Shareholder Services Receptionist
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
Shareholder Services Receptionist
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
Shareholder Services Receptionist
Anchorage, AK · On-site
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
Shareholder Services Receptionist
Anchorage, AK · On-site
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
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 ...
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 ...
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 ...
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 ...
Shareholder Services Specialist
Columbus, OH · Hybrid
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Shareholder Services Specialist
Columbus, OH · Hybrid
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Shareholder Services Specialist
New York, NY · On-site
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Shareholder Services Specialist
New York, NY · On-site
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
Shareholder Services Senior Analyst
New York, NY · Hybrid
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
Shareholder Services Senior Analyst
New York, NY · Hybrid
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
Shareholder Services Senior Analyst
New York, NY · On-site
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
Shareholder Services Senior Analyst
New York, NY · On-site
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder Services * Cultivate relationships with shareholders by way of personal ...
Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder Services * Cultivate relationships with shareholders by way of personal ...
Shareholder Services Specialist II
Milwaukee, WI · On-site
$55K - $70K/yr
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
Shareholder Services Specialist II
Milwaukee, WI · On-site
$55K - $70K/yr
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
Shareholder Services Staff Accountant
$52K - $69K/yr
Description Morgan Corp. is seeking a detail-oriented Staff Accountant to join our Shareholder Services team. In this role, you will support the preparation, analysis, and maintenance of financial ...
Quick apply
Shareholder Services Staff Accountant
$52K - $69K/yr
Description Morgan Corp. is seeking a detail-oriented Staff Accountant to join our Shareholder Services team. In this role, you will support the preparation, analysis, and maintenance of financial ...
Asset & Wealth Management Operations - Shareholder Services - Alternative Investment Client Services
Dallas, TX · On-site
Within Shareholder Services, Alternative Investment Client Services is a solutions oriented team seeking to enhance the client experience by developing and monitoring ongoing service related ...
Asset & Wealth Management Operations - Shareholder Services - Alternative Investment Client Services
Dallas, TX · On-site
Within Shareholder Services, Alternative Investment Client Services is a solutions oriented team seeking to enhance the client experience by developing and monitoring ongoing service related ...
... Services)Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder ServicesCultivate relationships with shareholders by way of personal ...
... Services)Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder ServicesCultivate relationships with shareholders by way of personal ...
Shareholder Services information
What are some common challenges faced in a Shareholder Services role, and how can they be managed effectively?
What are Shareholder Services?
What is the difference between Shareholder Services vs Transfer Agent?
| Aspect | Shareholder Services | Transfer Agent |
|---|---|---|
| Primary Role | Assisting shareholders with account inquiries, dividends, and account maintenance | Maintaining shareholder records, processing stock transfers, and issuing certificates |
| Required Credentials | Typically customer service experience, financial knowledge, sometimes securities licenses | Financial background, securities licenses, and knowledge of record-keeping systems |
| Work Environment | Customer service centers, financial institutions, corporate offices | Financial institutions, transfer agent firms, corporate registrars |
Shareholder Services focuses on assisting shareholders directly with account-related questions, while Transfer Agents handle the administrative tasks of maintaining shareholder records and processing stock transfers. Both roles require financial knowledge and often similar certifications, but their daily functions and interactions differ significantly.
What are the key skills and qualifications needed to thrive in Shareholder Services, and why are they important?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Elevance Health rating
7.7
Based on 349 frontline employees who took The Breakroom Quiz
201st of 301 rated insurance
Job description
Anticipated End Date:
2026-08-21Position Title:
Shareholder Services SpecialistJob Description:
Shareholder Services Specialist
Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location will not be considered for employment, unless an accommodation is granted as required by law.
The Shareholder Services Specialist is responsible for supporting the Shareholder Services operations and provides corporate governance support for the Board of Directors of a large, publicly traded company in a fast-paced environment. They are responsible for overseeing shareholder records and ownership and coordinating activities related to the annual shareholder meeting and the Elevance Health proxy statement, as well as assisting with department budgets. The candidate will interact with Elevance Health's Corporate Secretary, other members of senior management and Elevance Health's Board of Directors.
How You Will Make an Impact:
- Responds to shareholder inquiries and act as liaison with the transfer agent.
- Supports preparation and distribution of the annual proxy statement.
- Assists with Section 16 reporting and insider trading compliance activities, including the preparation and filing of Forms 3, 4 and 5 with the SEC.
- Assists with the quarterly dividend process and other shareholder mailings.
- Provides support for the Shareholder Services and Corporate Governance sections of the company website.
- Assists with Corporate Governance deliverables, including research and preparation of director and officer questionnaires.
- Coordinates inputs across Legal, Finance, Human Resources, Investor Relations, and Corporate Communications to support accurate and timely deliverables.
- Maintains shareholder records and documentation in accordance with established procedures and regulatory requirements.
Minimum Requirements:
Requires a BA/BS in business or a related field and a minimum of 3 years of public company shareholder services experience; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities, and Experiences:
- Experience in shareholder services and corporate governance, including at a publicly traded company.
- Experience with shareholder meetings and shareholder interactions.
- Excellent attention to detail, organization and communication skills.
- Ability to handle and prioritize multiple tasks.
- Experience managing vendors, including service level compliance, invoice review and contract compliance.
- Proficient in Microsoft Word, Outlook, Excel, Adobe professional and Form 4 filing software (Workiva or any other brand).
- Ability to learn new software programs.
- Experience with proxy statements and SEC Forms 3, 4 and 5 for officers and directors.
Job Level:
Non-Management ExemptWorkshift:
1st Shift (United States of America)Job Family:
LEG > Legal SupportPlease be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.
NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.
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About Elevance Health
Sourced by ZipRecruiter
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?
Industry
Health care and social assistance
Company size
10,000+ Employees
Headquarters location
Indianapolis, IN, US
Year founded
2004