Sr. Client Service Administrator, Stock Plan Services

Your opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

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 settlement
• Act as an Operation Subject Matter Expert for our corporate clients

• Researching transaction inquiries, general plan information, and data feeds 
• Partnering 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 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
• Demonstrate ability to effectively communicate with senior leaders within Stock Plan Services
• Act as an ambassador of Schwab’s vision and culture
• Fully adhering 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 have

Required Qualifications

• Demonstrated excellence in teamwork and interpersonal skills while functioning in a fast-paced environment
• High school diploma and 2+ years of client/customer service experience
• Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines. 
• Committed to delivering an exceptional client experience 
• Comfortable in making decisions and know when to include manager 
• High 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. 
• Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required) 

Preferred Qualifications

• Bachelor's degree
• 4+ years of customer service experience working with corporate clients, benefits, and/or brokerage environment
• Experience with equity compensation
• Demonstrated experience in working in a B2B model

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.