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Shareholder Services 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 ...

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 ...

ultimus

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 ...

ComSonics

Repair Services Representative

Lawrenceville, GA · Remote

$43K - $53K/yr

ComSonics is seeking a highly motivated and customer-oriented Repair Services Sales Representative ... Employees are not just workers; they are shareholders. This creates a sense of pride in the company ...

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Shareholder Services Representative information

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How much do shareholder services representative jobs pay per hour?

As of Aug 16, 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 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?

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 is a shareholder services representative?

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 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.
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Shareholder Services Representative jobs near you
Infographic showing various Shareholder Services Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,709 per year, or $19.6 per hour.

Shareholder Services Representative

BNY

Lake Mary, FL • On-site

Other

Re-posted 11 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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