ZipRecruiter

Log In

1

Shareholder Services Representative Jobs (NOW HIRING)

Comcast

Payment Services Representative

Sandy, UT · On-site

$15.25 - $20.75/hr

... our shareholders and members of the communities we serve. Comcast Cable is the nation's largest ... Facilitates interactions with customers in a way that is in accordance with the Company's service ...

Bank of America

Client Services Representative II

Phoenix, AZ · On-site

$16 - $21.50/hr

Client Services Representative II Phoenix, Arizona To proceed with your application, you must be at ... shareholders every day. Being a Great Place to Work and providing a culture of caring is core to ...

UMB Financial

Investor Svc Representative l

Milwaukee, WI · On-site

$38K - $57K/yr

The Investor Services team provides telephone support to mutual fund shareholders, prospective ... As the Investor Services Representative, you will support shareholders by resolving their issues in ...

Woocheen

Shareholder Development Manager

Juneau, AK · On-site

$95K - $105K/yr

... services departments and external partners to provide the best and most holistic opportunities ... The physical and work environment characteristics described here are representative of those that ...

Sealaska

Shareholder Development Manager

Juneau, AK · On-site

$95K - $105K/yr

... services departments and external partners to provide the best and most holistic opportunities ... The physical and work environment characteristics described here are representative of those that ...

previous page

Showing results 41-60

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Services Professional JobsShareholder Services Representative Jobs

Shareholder Services Representative information

See salary details

$11

$19

$30

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.

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 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.

Payment Services Representative

Comcast

Sandy, UT • On-site

$15.25 - $20.75/hr

Full-time

Re-posted 5 days ago

Key responsibilities

  • Communicates and explains account information to customers, focusing on collecting delinquent balances and ensuring first-call resolution.

  • Calculates and communicates fees, charges, and billing details, and corrects discrepancies on billing statements.

  • Negotiates with customers to satisfy delinquent balances and promotes self-service options.

Job description

Company Description

As we shape the future of media and technology, our 136,000 employees strive to earn the respect and trust of our customers, our shareholders and members of the communities we serve.

Comcast Cable is the nation's largest video, high-speed Internet and phone provider to residential customers under the XFINITY brand and also provides these services to businesses. 

Job Description

Responsible for accurately and confidently handling customers' inquiries while using negotiation skills to collect delinquent balance(s) and retain the customer on both inbound and outbound calls. Facilitates interactions with customers in a way that is in accordance with the Company's service delivery strategy. Establishes rapport and promotes effective relationships, upholding Comcast's commitment to the customer experience through our Credo, Voice of the Customer (VOC) surveys, and the Comcast Customer Guarantee. Relates well to the customer and demonstrates a favorable image of the organization through effective use of soft skills (including active listening and problem solving skills), professional communications, and internal/external customer interactions. Acts in the best interest of both the customer and company. Works on straight forward tasks using established procedures.

Qualifications

Core Responsibilities:

- Communicates and explains intermediate account information to the customer with focus on collecting the delinquent customer balance, while ensuring first-call resolution for inbound calls.

- Accurately calculates and communicates fees, one-time charges, and/or recurring monthly fees.

- Explains billing cycles, processes, and prorates to ensure that customers understand their statements.

- Corrects discrepancies on customers' billing statements and researches customer billing situations as necessary.

- Utilizes established escalation procedures to expedite prompt resolution.

- Negotiates on every call in an attempt to satisfy delinquent customer balances.

- Multitasks between multiple tools and systems and applies information, knowledge and resolution to the customers' situations.

- Follows company policies and procedures as well as guidelines for Customer Proprietary Network Information (CPNI) and Personal Identifiable information (PII).

- Acts as a product expert, articulating product features (Cable TV, Internet, Phone and XFINITY Home) and the benefits of satisfying a payment to prevent interruption of these services.

- Promotes self-service options.

- Must be able to work in a fast-paced, structured, dynamic and high- transaction environment, with the ability to maintain composure in stressful situations and manage and diffuse angry or upset customers.

- Consistently meets or exceeds established goals and performance metrics which reflect higher performance expectations.

- Attends training as required.

- Able to seek assistance from team members and seeks Supervisor support when necessary.

- Interacts with customers to assist with a variety of customer inquiries and issues. Must be able to wear telephone headset and manipulate objects such as pen, keyboard, and mouse.

- Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.

- Other duties and responsibilities as assigned.

Additional Information

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


Comcast is an EOE/Veterans/Disabled/LGBT employer

Apply