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Mutual Fund Shareholder Services Expert
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-02
Listing for:
Dayforce
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Dayforce in Omaha, NE is searching for a Shareholder Services Specialist II to support both shareholders and financial representatives. The successful candidate will handle various contact center functions, respond to queries about mutual funds, and manage complex trades. A degree in business or finance and a Series 6 or 7 license are required, along with 3-5 years of experience in client services within the financial industry.
The role demands excellent communication, multitasking, and analytical skills, ensuring quality support while fostering effective relationships with clients and internal teams.
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