At 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. You will also 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 settlement.Function as an Operation Subject Matter Expert for our corporate clients.Researching transaction inquiries, general plan information, and data feeds Partner 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 and external clients. Have consultative conversations with corporate clients and internal teams to provide best practices and improve service experience.Provide back up support for other Client Service Administrators as needed.Effectively communicate with senior leaders within Stock Plan Services.Function as an ambassador of Schwab’s vision and culture.Adhere to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participants. What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
Demonstrated excellence in teamwork and people skills while functioning in a fast-paced environment.High school diploma and 2+ years of customer service experience.Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines. A commitment to delivering an exceptional client experience. Comfortable in making decisions and knowing when to include manager. A commitment to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriate. Strong computer skills with the ability to learn and work on multiple platforms simultaneously. Software skills include proficiency in Excel, Word, and PowerPoint. Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects. The ability to work a flexible schedule including the ability to support multiple time zone clients and to work overtime with little to no notice.Preferred Qualifications
A bachelor's degree.4+ years of customer service experience working with corporate clients, benefits, and/or within a brokerage environment.Experience with equity compensation.Demonstrated experience in working in a B2B model. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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