What does a Shareholder Services Analyst do?

Client services representatives manage client relationships and provide customer support. They may field customer inquiries, process orders, schedule appointments, and connect clients with other departments when needed. They often serve as a liaison that coordinates the initial connection between the customer and other internal units or personnel. They inform and educate clients about products and services, highlighting benefits and features that may drive conversions and sales. Representatives may be expected to meet certain sales-related goals or quotas.

Client services representatives generally have a minimum of a high school diploma, but those with a college degree or other credentials have greater income potential. These positions require familiarity with customer services tools and programs. Representatives must be comfortable performing data entry and able to process and record information quickly.

What responsibilities are common for Shareholder Services Analyst jobs?
  • Assist with marketing efforts including seminars.
  • Collect, compile and analyze moderately complex data and information.
  • Take the leading role in organic business development for assigned accounts.
  • Take lead role in ensuring timely, accurate, and high-quality deliverables.
  • Keep internal team informed of changes in client/competitive climate.
  • Ensure the highest standards of QC of client deliverables.
  • Provide client support and customer service on day-to-day inquiries from clients.
  • Coach the client service team to promote and ensure optimal performance.
  • Receive cross-training and assist with other operational functions as required.
  • Organize and maintain filing system, file correspondence and other records.
  • Initiate frequent, positive, and professional contact with key clients.
  • Perform quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing.
  • Work with client and internal teams to successfully execute scoped tactics.
  • Raise client awareness when changes in client direction impact estimates.
  • Assist in coordination of scientific staff travel to sponsors.
  • Participate in sales finals presentations and other client meetings.
  • Assume responsibility for the development of proposals and tactical plans. forecasts budgets.
  • Keep accurate record of time spent on projects and manage burn rate.
What are the typical qualifications for Shareholder Services Analyst jobs?
  • Bachelor's or Graduate's Degree in business, engineering, computer science, or business information systems or equivalent experience.
  • Solid professionalism and time management skills.
  • A critical thinker and problem solver with strict attention to details.
  • Can collaborate and lead with confidence.
  • Address all tasks and issues with a positive attitude.
  • A multitasker with sound time management skills.
  • Comfortable with client interaction.
Work/Life Balance
3.4 ★
Total Pay--
Career Opportunity
3.4 ★
Avg. Experience2-4 years

How much does a Shareholder Services Analyst make?

$75,306 /yr
Total Pay

Base Pay


Additional Pay


 / yr
Most Likely Range
Possible Range
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Shareholder Services Analyst Career Path

Learn how to become a Shareholder Services Analyst, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Shareholder Services Analyst

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Shareholder Services Analyst Insights

Read what Shareholder Services Analyst professionals have to say about their job experiences and view top companies for this career.
Fed Biz Access
Client Service Specialist/Processor/Certifications Specialist
Apr 12, 2022

“Everyone is very nice and truly cares about the people who work here and our clients.”

Client Services
Apr 15, 2021

“Researching things for yourself is great if you have time; it is good for learning...”

Commercial Client Services Representative
Nov 8, 2022

“I was harassed and discriminated against until I was finally laid off (I refused to quit).”

Axispoint Technology Solutions GroupAxispoint Technology Solutions Group
Enterprise Desktop Service Analyst
Oct 13, 2021

“Assigned Team and Team leads for project were great to work with and willingness to help was top notch.”

Client Services
Nov 9, 2021

“I've never worked with such a great and talented team of people in my whole career so far.”

Wilen New YorkWilen New York
Client Services
Mar 8, 2022

“I’ve received great training along the way to help further my career at Wilen and beyond.”

Client Services Specialist
Dec 15, 2021

“I liked unlimited PTO and snacks and that they really tried to make work fun and believed in innovation.”

Customer Service Officer
Oct 25, 2022

“Was a great experience working here as a student with flexibility to juggle both work and School.”

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Shareholder Services Analyst Interviews

Frequently asked questions about the roles and responsibilities of a Shareholder Services Analyst

The most similar professions to Shareholder Services Analyst are:
  • Delivery Manager
  • Client Services Manager
  • Sales Representative
  • Sales Manager

Related Careers

Delivery Manager
No skills overlap
Client Services Manager
Sales Representative
No skills overlap
Sales Manager

Shareholder Services Analyst Jobs