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Shareholder Services Representative Jobs (NOW HIRING)

ComSonics

Repair Services Representative

Madison, AL · 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 ...

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 ...

SS&C

Mail/Distribution Services Representative

Kansas City, MO · On-site

$15.50 - $21.25/hr

Job Title: Mail/Distribution Services Representative Locations: Kansas City, MO - 100% On-site ... Handle and fulfill shareholder requests for Client information/fulfillment * Additional projects ...

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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 8, 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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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, 77% Full Time, 17% 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.

Player Services Representative

Boyd Gaming

Las Vegas, NV • On-site

Other

Re-posted 16 days ago

Boyd Gaming rating

6.9

Company rating: 6.9 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

83rd of 162 rated casinos

Job description

Player Services Representative

Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content to rest upon our successes, we will continue to evolve and retain a position of leadership in our industry. Our past success, our current business philosophies and our sound business planning, combine to position Boyd Gaming Corporation to maximize value for our shareholders, our team members and our communities.

Job Description

Executes guest monetary transactions in an assigned window bank. Maintain an accurate balance count of company assets while providing excellent customer service. Greats guests in a friendly and positive manner. Able to do a variety of guest service tasks related to both cashiering and Boyd Reward Club tasks. Responsible for assisting guests with cash/credit transactions, player accounts, point redemptions, promotion and event details to ensure a positive gaming experience. Protect the player database accurately inputting all required fields required

  • Maintain accurate handling of guest and company funds by processing all transactions and documentation in accordance with gaming regulations, company policies and procedures.
  • Exchange gaming chips and tickets, cash checks, and process markers and fills.
  • Maintain bank balance and safeguard casino cage assets during assigned shift.
  • Assist customers with filling out credit applications and maintain all customer credit files.
  • Issue window markers and safety deposit boxes to guests.
  • Enter markers, fill and credit slips into computer.
  • Assist guests with inquiries and advise on current promotions.
  • Maintain professional appearance.
  • Keep workstation fully stocked and organized.
  • Performance of duties requires standing for majority of shift.
  • Creates new Boyd Rewards accounts for guests, prints Boyd Reward Cards when requested, answers Boyd Reward questions about the Boyd Rewards Club and promotions
  • Works with Casino Hosts to assist guests in getting complimentaries issued by Assistant Cage Supervisor, Cage Supervisor or Cage Manager.
  • Other duties as assigned by management.
Qualifications
  • Must be 21 years of age.
  • Previous money handling/cashiering preferred.
  • Basic Math skills with knowledge of currency.
  • Ability to operate calculators, computers, and money counters for cash and coin.
  • Must be able to bend, push, lift, and carry up to 26 pounds in weight.
  • Strong communication skills with the ability to read and speak English.
  • Must be able to obtain/maintain any necessary certifications and/or licenses as required by local gaming regulations.
  • Must pass heightened background review
Additional Information

All your information will be kept confidential according to EEO guidelines.

Boyd Gaming is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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About Boyd Gaming

Sourced by ZipRecruiter

Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content to rest upon our successes, we will continue to evolve and retain a position of leadership in our industry. Our past success, our current business philosophies and our sound business planning, combine to position Boyd Gaming Corporation to maximize value for our shareholders, our team members and our communities. Corporate Mission We, as members of Boyd Gaming Corporation, operate with only the highest degree of integrity, and rely on the competence and friendliness of each person in our organization to provide entertainment and service to satisfy our customers' wants. Through teamwork, we strive to maximize shareholder value, to be among the leading companies in our industry and to provide opportunities for all while we support and enhance our communities. Company Vision Boyd Gaming is one of the nation's leading casino entertainment companies. But we're so much more - a Fortune 1000 company that retains the philosophy of a family-owned business, focused on creating long-term, sustainable growth for our shareholders. This philosophy defines and separates us from the competition, making us unique in our industry. From our earliest beginnings in the 1970s, we made a commitment to our shareholders and our team members to create an operating style built around family. In a highly competitive industry, our Boyd Style of hospitality has come to define us in a most unique way.

Industry

Amusement, gambling, and recreation

Company size

10,000+ Employees

Headquarters location

Las Vegas, NV, US

Year founded

1975

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