What are the responsibilities and job description for the Senior Client Service Administrator - Stock Plan Services position at Charles Schwab?
Your opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. At Charles Schwab, our purpose is to champion every client’s goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients. Working with the Client Service Managers, the Senior Client Service Administrator will oversee the relationship’s daily processing and lead client events. Assist the Team Service Managers with operational tasks and responsibilities.Responsibilities include, but are not limited to : Process daily exercise, restricted stock lapse, employee stock purchase plan settlementAct as an Operation Subject Matter Expert for our corporate clientsResearching transaction inquiries, general plan information, and data feedsPartnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees.Process escalated emails and phone calls from Internal / External clientsHave consultative conversations with corporate clients and internal teams to provide best practices, and improve service experienceProvide back up support for other Client Service Administrators as neededDemonstrate ability to effectively communicate with senior leaders within Stock Plan ServicesAct as an ambassador of Schwab’s vision and cultureFully adhering to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participantsWhat you haveBasic Requirements : Demonstrated excellence in teamwork and interpersonal skills while functioning in a fast-paced environmentHigh school diploma and 2 years of client / customer service experienceStrong organizational skills with ability to work on multiple assignments and complete them within established deadlines.Committed to delivering an exceptional client experienceComfortable in making decisions and know when to include managerHigh commitment to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriateStrong computer skills with the ability to learn and work on multiple platforms simultaneouslySoftware skills include proficiency in Excel, Word, and PowerPointAbility to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)Preferred Requirements : Bachelor's degree4 years of customer service experience working with corporate clients, benefits, and / or brokerage environmentExperience with equity compensationDemonstrated experience in working in a B2B modelIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future : 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceCO Salary Range : USD $65,000 - $95,000 / YearWhat’s in it for you : At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future : 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
Salary : $65,000 - $95,000
