Shareholder Services Specialist II Expert Support & Compliance
The Ultimus Group
A financial services company is seeking a Shareholder Services Specialist II in Omaha, NE. The role involves supporting shareholders and financial representatives, handling inquiries regarding mutual funds, and maintaining complex shareholder accounts. Candidates should have a degree in business or finance and relevant experience in client services. Strong analytical and organizational skills are necessary for this position, along with proficiency in Microsoft Office and Adobe Acrobat. #J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Shareholder Services Specialist II Expert Support & Compliance in Omaha, NE vacancy
- The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency... ...AND FINANCIAL REPRESENTATIVE SUPPORT Answers incoming call, email, and chat... ...onboarding of new department associates. COMPLIANCE AND SUPPORT ACTIVITIES Learns and...SuggestedWork at officeLocal area
- A leading insurance firm in Omaha seeks a Mail Services Processor II to manage incoming and outgoing mail, perform data entry, and support various departments. Candidates should have a high school diploma and at least six months of related experience. The role involves...Suggested
- 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...Suggested
$55.6k - $95.3k
...connected care, where coordinated, quality service is the norm and every member feels... ...Aligned with Account Executive function to support renewal process and to act as primary point... ...and effective service delivery. Ensure compliance with contracts and regulatory...SuggestedContract workWork experience placementWork at office3 days per week- ...Description: The Client Service Consultant II (CSCII) has overall accountability... ...day administrative service support of multiple National... ...serve as a subject matter expert to Customer Unit and National... ...of contracts to ensure compliance. Comprehends competitors...SuggestedWork at officeFlexible hours
MetLife
Omaha, NE3 days ago - ...Description & Requirements Maximus is recruiting for a call center, Customer Service Rep II, to support our CDC INFO (Center for Disease Control) program. CDC INFO is the CDC’s national contact center, providing information to the public, healthcare providers, and public...Remote jobFull timeContract workTemporary workWork from homeHome officeMonday to FridayShift workWeekend work
Maximus
Omaha, NE1 day ago - ...Inc. Job Description Business Title(s): Client Support Specialist II Employment Type: Full-Time FLSA Status: Non-Exempt... ...are primarily responsible for providing effective customer service to clients in response to inquiries, concerns and requests about...Full timeWork at officeLocal areaFlexible hours
Argonaut Management Services, Inc
Omaha, NE1 day ago - ...Farm Family is seeking a Client Support Specialist II in Omaha, Nebraska. This full-time position requires strong customer service skills and the ability to assist clients with inquiries related to farm and ranch protection products. Responsibilities include managing...Full timeWork at office
Farm Family
Omaha, NE20 hours ago - A healthcare administrative organization in Omaha, Nebraska, is seeking an experienced Accountant II to manage financial transactions, month-end closing, and preparation of financial statements. Ideal candidates will have a Bachelor's Degree in Accounting, 2-4 years of...
- A leading financial services company is looking for a Client Support Specialist II based in Omaha, Nebraska. The role requires providing technical and business support for ICE Mortgage Technology products and services. Responsibilities include resolving customer issues...
$59.68k - $85.25k
...Perform routine administration tasks across supported cloud platforms including Azure, AWS,... ...for cloud and cloud-connected SaaS services. Execute operational procedures for cloud... ...availability, configuration drift, tagging compliance, and basic cost anomalies. Assist...Full timeTemporary workPart timeMonday to FridayShift workHDR
Omaha, NE3 days ago- ...The Intern, Business Analyst, Account Services Specialist is responsible for assisting in the development... ...management. KEY ACCOUNTABILITIES Supports the technology operations of the... ...Ensures adherence to transfer agent compliance manual, SEC, FINRA, and IRS regulations...InternshipWork at office
$40k - $58.88k
...Account Executive II - Licensing Lincoln, NE, United States; Omaha, NE, United States At Hudl, we build great teams. We hire... ...'s next. We work hard to provide a culture where everyone feels supported, and our employees feel ittheir votes helped us become one of Newsweek...Work at officeRemote workFlexible hours- ...Customer Service Representative This employee communicates with customers for the purposes of answering questions, resolving... ...determining ongoing and additional product/service needs, and supporting compliance to physician direction. Job Functions: Communicates...
Lincare Holdings
Omaha, NE3 days ago - ...Client Service Specialist At Ameriprise Financial, we take pride in providing our clients with... ...responsibilities for front desk support and provide practice management support... ...stakeholders clients, advisors, employees and shareholders. Employees in this role work in the...Full timePart timeH1bWork at officeVisa sponsorship
Ameriprise Financial
Omaha, NE2 days ago $61.8k - $85k
...the best, own our actions, and grow and evolve. Job Description The Account Manager II is responsible for managing and selling Renaissance Learning's products and services, within assigned territory, and achievement of revenue goals through prospecting, new business...For contractorsLocal areaRemote workWorldwideWork visaFlexible hoursRenaissance Services
Omaha, NE4 days ago- ...and 3+ years of hands-on experience. The technician will ensure compliance with safety and regulatory standards while fostering strong... ...chance to contribute to better health outcomes while working in a supportive environment. Experience with electromechanical devices is...
$19.92 - $34.15 per hour
Associated Bank - Corp in Omaha seeks a candidate to support the commercial lending process. The role involves managing due diligence workflows, reviewing vendor reports, and partnering with teams to resolve loan issues. Candidates should have an Associate's degree and...Hourly pay- ...Current Employees and Contractors Apply Here Osaic Careers Accounting Opportunity in Financial Services Manager, Shareholder Support & Corporate Accounting Policy Location(s): All Locations/ Remote Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta...Full timeFor contractorsRemote work
Osaic
La Vista, NE1 day ago - Manager Maintenance II page is loaded## Manager Maintenance IIlocations: Omaha Plant... ...RESPONSIBILITIES:*** Directing, coordinating, and supporting maintenance supervisors and personnel.*... ..., your success drives ours. On day 31 of service, eligible team members can access...Hourly payFull timeFor contractorsRelocation packageShift workDay shift
- ...Strategic Account Specialist Industry Best Service! United Uptime Services, a fast-growing leader in... ...Services provides industry leading compliance testing solutions in all 50 states... ...system records in real-time. Provide support and guidance to technicians on work...Work at officeRemote work
D & H United Fueling Solutions
Omaha, NE2 days ago $20 - $21 per hour
...Description Job Description Job Title: Policy Services Representative Job Description The... ...with a strong focus on accuracy and compliance. This role accesses multiple software... ...may use Artificial Intelligence (AI) to support parts of our hiring process, including...Contract workTemporary workCasual workWork at officeMonday to FridayAston Carter
Omaha, NE11 days ago- ...technology firm is looking for an experienced professional in Omaha, Nebraska, specializing in JDA/Red Prairie WMS implementation and support. The candidate should have a minimum of 2 years of relevant experience and a bachelor's degree or equivalent. This is a full-time...Permanent employmentFull time
- ERM is seeking a Health & Safety Specialist for project-based assignments across the U.S., responsible for ensuring compliance with health and safety regulations. Ideal candidates... ...audits, and providing on-site compliance support. Candidates should possess a relevant degree...
- ...experienced Health Law Counsel to join its expanding Health Law Practice Group. This role involves advising providers on regulatory compliance, structuring significant agreements, and handling complex transactional matters. The ideal candidate must have a Juris Doctor...
$115k - $134k
A financial services firm based in La Vista, NE seeks a Manager, Shareholder Support & Corporate Accounting Policy. In this role, you will lead the shareholder support function and provide essential accounting policy support. Strong technical research, communication, and...- ...KPMGs extensive network of specialists; enjoy access to our Ignition... ...Manager to join our Business Tax Services practice.... ...personal well-being benefits to support your mental health. Depending... ...information regarding KPMG's compliance with federal, state and local...Private practiceWork at officeLocal area
KPMG
Omaha, NE3 days ago - ...Overview The Laboratory Services Manager leads the day-to-day operations of a microbiological... ...site. This role ensures the accuracy, compliance, and quality of testing services... ...inclusive, and engaging work environment Support, coach, and develop team members to...Hourly payLocal areaMonday to FridayDay shift
Food Safety Net Services
Omaha, NE13 hours ago - ...2026 at 5:00 AM Summary The Account Services Specialist I is integral to our transfer agency operations... ...follow‑up until completion. Oversees shareholder account updates and manages returned... ...others to achieve understanding and supports an open exchange of ideas and...Work at officeLocal area
- A leading engineering firm is seeking a Subject Matter Expert in Wastewater Treatment. You will mentor junior engineers, manage projects, and ensure compliance with regulations. Ideal candidates will have extensive experience in wastewater engineering, a PE license, and...Remote workFlexible hours
Olsson
Omaha, NE4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Shareholder Services Specialist II Expert Support & Compliance. Be the first to apply!
Related searches
- patient service associate Omaha, NE
- patient service specialist Omaha, NE
- health services administrator Omaha, NE
- part time service advisor Omaha, NE
- service delivery associate Omaha, NE
- guest services associate Omaha, NE
- health service specialist Omaha, NE
- retail service associate Omaha, NE
- toyota service advisor Omaha, NE
- nutrition services aide Omaha, NE