Client Service Administrator

Charles Schwab; Seattle (WA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Paid time off and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Stock Plan Services (SPS) is seeking a Client Services Administrator to manage day‑to‑day interactions with corporate clients and internal teams. You will handle escalated inquiries, provide best practices, and support high‑profile events to ensure timely delivery of client tasks.

Responsibilities include partnering with SPS teams, advising clients, and backing up other administrators while upholding Schwab's standards and culture.

Qualifications

• 4+ years of customer service experience with corporate clients in benefits, brokerage, or related environments.
• Strong organizational skills with ability to handle multiple assignments within established time limits.
• Committed to delivering an exceptional client experience.
• Comfortable making decisions and knowing when to include a manager.
• Able to serve as a point of contact and backup manager when necessary.
• High dedication to delivering a quality work product, following prescribed procedures, and handling escalated issues appropriately.
• Strong digital literacy and ability to work on multiple platforms simultaneously.
• Proficiency in Excel, Word, and PowerPoint.
• Demonstrated experience working in a B2B model.
• Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.
• Bachelor’s degree or equivalent work experience required.
• Flexible working schedule, including the ability to support multiple time zone clients and overtime as needed.

Responsibilities

• Partner with other SPS teams to provide a seamless world‑class experience for corporate clients and their employees.
• Process escalated emails and phone calls from internal/external clients.
• Have consultative conversations with corporate clients and internal service teams to provide best practices and improve service experience.
• Jump in and assist during high‑profile events to ensure proper execution and timely delivery of required tasks.
• Act as thought partner to top‑tier clients to resolve plan issues and implement processes that support client operations.
• Provide backup support for Client Service Administrators as needed.
• Demonstrate ability to communicate effectively with senior leaders within Stock Plan Services.
• Act as ambassador of Schwab’s vision and culture.

Skills

Customer service

Organizational skills

Decision making

Communication

Digital literacy

B2B experience

Multi-platform work

Education

Bachelor’s degree or equivalent

Tools

Excel

Word

PowerPoint

Job description

Full job description Position Type: Regular

About Schwab Stock Plan Services (SPS)

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 give employees of our corporate clients the opportunity to achieve their financial goals.

Client Services Team Overview

The SPS Client Services team plays a vital role in the delivery of our services. The team is responsible for the day‑to‑day interaction between Schwab and our corporate clients, ensuring all aspects of their plans run smoothly. Client Services provides training and guidance to our corporate clients on how to most efficiently utilize Schwab’s tools and services, assists with troubleshooting issues, researches items, and presents solutions. The team partners with other SPS departments to ensure a consistent client experience from implementation through ongoing administration.

Client Service Administrator Responsibilities

• Partner with other SPS teams, such as Conversion, 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 service teams to provide best practices and improve service experience.
• Jump in and assist during high‑profile events to ensure proper execution and timely delivery of required tasks.
• Act as thought partner to top‑tier clients to resolve plan issues and implement processes that support client operations.
• Provide backup support for Client Service Administrators as needed.
• Demonstrate ability to communicate effectively with senior leaders within Stock Plan Services.
• Act as ambassador of Schwab’s vision and culture.

Qualifications

• 4+ years of customer service experience with corporate clients in benefits, brokerage, or related environments.
• Strong organizational skills with ability to handle multiple assignments within established time limits.
• Committed to delivering an exceptional client experience.
• Comfortable making decisions and knowing when to include a manager.
• Able to serve as a point of contact and backup manager when necessary.
• High dedication to delivering a quality work product, following prescribed procedures, and handling escalated issues appropriately.
• Strong digital literacy and ability to work on multiple platforms simultaneously.
• Proficiency in Excel, Word, and PowerPoint.
• Demonstrated experience working in a B2B model.
• Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.
• Bachelor’s degree or equivalent work experience required.
• Flexible working schedule, including the ability to support multiple time zone clients and overtime as needed.

Benefits

At Schwab, we’re committed to empowering employees’ personal and professional success. Our hybrid work and flexibility approach balances flexibility, client service, and the value of regular in‑person collaboration.

• 401(k) plan with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28‑day sabbatical after every five years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.