Participant Services Specialist – Stock Plan Support

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.

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.

SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.

As a Stock Plan Services Financial Services Professional, you will have an opportunity to:

• Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans
• Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional
• Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)
• Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives
• Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions
• Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule. 
• Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability.

Preferred Qualifications

• FINRA Series 7, 63 preferred or must be obtained as a condition of employment.
• Previous customer service and/or client relationship experience  
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university 
• Ability to adapt to changes in the market and business  
• Robust communication, influencing and client engagement skills 
• Passion for service and developing client relationships
• Current knowledge or motivation to learn about equity compensation
• Strong organizational skills and ability to quickly navigate through resources
• Ability to strategically prioritize a variety of objectives
• Shown success navigating multiple computer applications 

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