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Shareholder Services Representative Jobs (NOW HIRING)

Vesuvius

Customer Services Representative

Cleveland, OH · On-site

$55K - $65K/yr

The Customer Service Representative is responsible for the accurate and timely processing of ... We aim to deliver sustainable, profitable growth to provide our shareholders with a superior return ...

GMO

Client Systems Manager

Boston, MA · On-site

$200 - $220/hr

Represent Client Systems in cross-functional working groups and technology leadership forums ... Manage the day-to-day delivery for Performance Analytics and Shareholder Services platforms

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Shareholder Services Representative information

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How much do shareholder services representative jobs pay per hour?

As of Sep 7, 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 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 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 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.

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.

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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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $40,709 per year, or $19.6 per hour.

Client Service Analyst

Spectraforce Technologies

North Chicago, IL • On-site

Other

Posted 25 days ago

Job description

Title: Client Service Analyst
Location: Chicago, IL
Duration: 3 Months
Position Overview

The Client Service Analyst within Shareholder Services will support client service and relationship management activities for Third-Party Wealth clients and sales partners, with a specific focus on Separately Managed Accounts (SMAs).

This role serves as a frontline point of contact for clients and sales channels and requires strong knowledge of the asset management industry, excellent attention to detail, and the ability to manage high-volume client interactions. The analyst will collaborate closely with Sales, Portfolio Management, Product Management, Legal, Compliance, and other internal teams to deliver a high-quality client experience.

The role may also support business development and process improvement initiatives related to SMAs, requiring an understanding of the industry, client base, and relevant systems.

Key Responsibilities
  • Serve as the primary point of contact for clients and sales channels, managing ongoing client relationships.
  • Support client onboarding and lifecycle events.
  • Respond to client inquiries related to fund and portfolio information, literature, and account-related needs.
  • Act as the point person for client-related issues, ensuring timely resolution and follow-up.
  • Partner closely with Sales teams to provide high-quality service to clients.
  • Analyze and resolve client issues independently and collaboratively with internal teams.
  • Monitor service issues and escalate as appropriate to ensure timely and accurate responses.
  • Support special projects focused on asset development, asset retention, automation, and process improvements.
  • Partner with management and other service representatives to develop scalable and effective service models.
  • Work closely with trading desks to communicate the status of trading activity across client accounts.
  • Identify opportunities to enhance the overall client experience and service delivery.

Required Qualifications
  • Bachelor's degree required.
  • 1-3 years of relevant client service experience, preferably within the financial services industry.
  • Experience with Separately Managed Accounts (SMAs) and servicing Financial Advisors strongly preferred.
  • Strong client service and relationship management skills.
  • Excellent critical thinking, analytical, and problem-solving abilities.
  • Strong leadership, organization, and time management skills.
  • High attention to detail and ability to work with a strong sense of urgency.
  • Highly self-motivated with strong intellectual curiosity.
  • Excellent written and verbal communication skills.
  • Ability to collaborate effectively in a fast-paced environment.
  • Strong ability to manage multiple priorities and client requests.
  • Proficiency with MS Word, Excel, Access, and PowerPoint.
  • FINRA Series 7 and Series 63 licenses required. Candidates who are not currently licensed must obtain the licenses within the first 60 days of employment.

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