Sr Client Service Administrator - Stock Plan Services

About the Role

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.

Responsibilities

• 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

Requirements

• 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)
• 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

Compensation

• USD $70,000.00 - $91,922.00 / Year

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance