Shareholder Services Specialist I
Ultimus Fund Solutions
About this role
The Shareholder Services Specialist I handles contact center and transfer agency functions, interacting directly with shareholders, financial representatives, and internal teams. They provide support on mutual fund and retirement account inquiries, maintain account records, and adhere to compliance procedures.
Skills
Qualifications
About Ultimus Fund Solutions
ultimusfundsolutions.comUltimus Fund Solutions is a fund services firm that combines institutional-strength operational infrastructure with boutique, client-focused service. They offer fund administration, transfer agency and shareholder services, fund accounting and NAV calculation, middle-/back-office outsourcing, and regulatory/compliance reporting for mutual funds, ETFs, hedge funds and other pooled vehicles. Ultimus emphasizes scalable technology and operational expertise to deliver customized, turnkey solutions and hands‑on relationship management for asset managers, RIAs, broker‑dealers and other financial intermediaries.
About Ultimus Fund Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Ultimus Fund Solutions.
Salary
$40k – $50k
per year
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