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Series 6 Licensed Shareholder Specialist image - Rise Careers
Job details

Series 6 Licensed Shareholder Specialist

Job Summary

A company is looking for a Shareholder Services Specialist I.

Key Responsibilities
  • Provide support to shareholders and financial representatives by answering inquiries regarding mutual funds and shareholder accounts
  • Input basic trades and maintain updates in the recordkeeping system
  • Learn and apply compliance procedures and maintain daily contact with various stakeholders
Required Qualifications
  • Undergraduate degree in business administration, finance, or a related area
  • Series 6 or 7 license or ability to obtain within 3 months of employment
  • 1-3 years of experience in client services or a related field
  • Experience in back-office or retirement services, brokerage, or mutual fund departments
  • Knowledge of mutual funds and retirement plans

Average salary estimate

$0 / YEARLY (est.)
min
max
$0K
$0K

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MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
May 29, 2025

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