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Account Development Representative (Entry-Level)

Portland, OR · On-site

$50K - $70K/yr

... shareholder services. You will research prospective clients, conduct outbound outreach, qualify ... Represent the company professionally in all communications and interactions. Sales Support * Assist ...

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Account Development Representative (Entry-Level)

Portland, OR · On-site

$50K - $70K/yr

... shareholder services. You will research prospective clients, conduct outbound outreach, qualify ... Represent the company professionally in all communications and interactions. Sales Support * Assist ...

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529 Shareholder Services Specialist II

Denver, CO · On-site

$84K - $85K/yr

SUMMARY The 529 Plan Services Specialist II is responsible for providing various transfer agency ... KEY ACCOUNTABILITIES ACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORT * Answers incoming call ...

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How much do shareholder services representative jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for shareholder services representative in the United States is $19.57, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $22.12 per hour, depending on experience, location, and employer.

What jobs make $1,000,000 a year?

In the context of a Shareholder Services Representative, earning $1,000,000 annually is uncommon, as this role typically offers a mid-range salary. High-earning jobs that can reach or exceed this level include executive positions such as CEOs, investment bankers, hedge fund managers, and certain specialized medical or legal professionals, often requiring advanced degrees, extensive experience, and performance-based bonuses or profit sharing.

What is a shareholder representative?

A shareholder services representative is a professional who assists shareholders with their account inquiries, transactions, and record updates. They often work for investment firms or mutual fund companies, using customer service skills and financial knowledge to support shareholder needs and ensure accurate record-keeping.

What is a shareholder services representative job description?

A shareholder services representative is responsible for assisting shareholders with account inquiries, processing transactions, and providing information about investments. They often work with client data using specialized software and require strong communication and customer service skills. The role may also involve ensuring compliance with financial regulations and maintaining accurate records.

What is the difference between Shareholder Services Representative vs Customer Service Representative?

AspectShareholder Services RepresentativeCustomer Service Representative
CredentialsTypically requires financial or securities licenses, relevant certificationsNo specific financial licenses required
Work EnvironmentFinancial firms, investment companies, brokerage firmsVarious industries including retail, telecom, and service sectors
Employer & IndustryFinancial services, investment managementBroad range of industries
Primary FocusHandling shareholder inquiries, account management, transaction processingAssisting customers with product info, issues, and support

Shareholder Services Representatives primarily work in financial firms, focusing on shareholder account management and requiring relevant financial certifications. Customer Service Representatives work across industries, providing general support without specialized financial credentials. While both roles involve client interaction, Shareholder Services Representatives handle investment-related inquiries, making their skills more specialized.

What are the key skills and qualifications needed to thrive as a Shareholder Services Representative, and why are they important?

To thrive as a Shareholder Services Representative, you need a strong understanding of financial products, securities regulations, and customer account management, typically supported by a relevant bachelor's degree. Familiarity with transfer agency systems, CRM software, and sometimes FINRA Series 6 or 7 licenses is important. Excellent communication, problem-solving, and attention to detail help you build trust and efficiently address shareholder inquiries. These competencies ensure accurate transaction processing, regulatory compliance, and high-quality client service in the financial industry.

What are Shareholder Services Representatives?

Shareholder Services Representatives are professionals who assist investors with inquiries and transactions related to their holdings in mutual funds, stocks, or other securities. They handle requests such as account updates, share purchases or redemptions, and provide information about investment products and services. These representatives act as the primary point of contact between shareholders and the investment company, ensuring that all transactions are processed accurately and in compliance with regulations. Their role is essential in maintaining positive relationships with investors and supporting the smooth operation of financial services.

What do shareholder services do?

Shareholder services representatives assist investors by answering questions about account balances, transactions, and dividend payments. They also help with account maintenance, processing requests such as transfers or updates, and ensuring compliance with company policies, often using specialized software and maintaining accurate records.

What are some common challenges faced by Shareholder Services Representatives, and how are they addressed on the job?

Shareholder Services Representatives often encounter challenges such as handling complex account inquiries, resolving discrepancies, and managing high call volumes during peak periods (like dividend distributions). To address these, representatives receive in-depth training on financial products, internal systems, and compliance guidelines. They also work closely with other departments—such as fund administration and compliance—to ensure accurate and timely responses, and regularly update their knowledge through ongoing education and team meetings.
More about Shareholder Services Representative jobs
What job categories do people searching Shareholder Services Representative jobs look for? The top searched job categories for Shareholder Services Representative jobs are:
Shareholder Services Representative jobs near you
Infographic showing various Shareholder Services Representative job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $40,709 per year, or $19.6 per hour.
Shareholder Services Representative

Shareholder Services Representative

BNY Mellon

Lake Mary, FL • On-site

Full-time

Posted 10 days ago

BNY Mellon rating

7.7

Company rating: 7.7 out of 10

Based on 50 frontline employees who took The Breakroom Quiz

106th of 148 rated financial services

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.
About Us
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.
About the Team
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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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1784

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