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Shareholder Services 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 ...

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Shareholder Services information

What are some common challenges faced in a Shareholder Services role, and how can they be managed effectively?

Professionals in Shareholder Services often deal with high volumes of inquiries and requests from shareholders, especially during peak periods like annual meetings or dividend distributions. Managing these demands requires strong organizational skills, attention to detail, and proficiency with specialized financial systems. Effective communication and problem-solving abilities are also crucial, as resolving shareholder issues promptly and accurately is key to maintaining trust. Collaborating closely with legal, finance, and compliance teams helps ensure regulatory requirements are met and complex cases are handled efficiently.

What are Shareholder Services?

Shareholder Services refer to the support and administrative functions provided to shareholders of a corporation or investment fund. These services typically include maintaining shareholder records, processing dividends and distributions, handling share transfers, assisting with proxy voting, and responding to shareholder inquiries. Shareholder Services departments work to ensure that communications and transactions between the company and its shareholders are efficient, accurate, and compliant with regulatory requirements.

What is the difference between Shareholder Services vs Transfer Agent?

AspectShareholder ServicesTransfer Agent
Primary RoleAssisting shareholders with account inquiries, dividends, and account maintenanceMaintaining shareholder records, processing stock transfers, and issuing certificates
Required CredentialsTypically customer service experience, financial knowledge, sometimes securities licensesFinancial background, securities licenses, and knowledge of record-keeping systems
Work EnvironmentCustomer service centers, financial institutions, corporate officesFinancial 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?

To thrive in Shareholder Services, you need a solid understanding of financial markets, account management, and compliance regulations, often supported by a degree in finance or business. Familiarity with shareholder record-keeping systems, transfer agency platforms, and regulatory reporting tools is typically required. Strong communication, attention to detail, and problem-solving abilities help professionals excel when addressing shareholder inquiries and resolving issues. These skills and qualities are essential for ensuring accurate records, regulatory compliance, and high-quality service to shareholders.
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Shareholder Services jobs near you
Infographic showing various Shareholder Services job openings in the United States as of June 2026, with employment types broken down into 13% Locum Tenens, 6% Internship, 37% As Needed, 19% Full Time, 19% Temporary, and 6% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Shareholder Services Representative

BNY

Lake Mary, FL • On-site

Full-time

Posted 9 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.

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, 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.Global Operations is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, quality and efficiency to our clients worldwide.

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