Also called: Shareholder Services Representative
Keeps track of who owns a company's shares or a fund's units, and helps shareholders with transfers and dividends.
You process a request to move inherited stock to a new owner, fix a missed dividend payment and answer calls from shareholders.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
High school diploma, about 1 year after high school. High school diploma or associate degree.
Ways in: On-the-job training, 2-year college. Training cost: Get paid while you train.
Majors to look at: Business, Finance.
Shrinking. Shrinking with automation.
High risk for 10 years. Shareholder records, transfers and dividend questions are handled by digital platforms and AI chat; few reps needed.
Age 18+. One way to start: Apply to transfer agents like Computershare or Equiniti for shareholder services roles; they train you
Classes: Computer applications, Personal finance, Keyboarding, Speech.
Official data: O*NET occupation 43-3099.
Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.