Client Success Manager, Equity Plans

Charles Schwab; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab is seeking a Client Service Manager in Schwab Stock Plan Services to lead a portfolio of corporate clients, ensuring accurate equity compensation administration and a high-quality client experience. The role emphasizes on-site collaboration and partnership with SPS teams to deliver seamless services.

You will manage client relations, coordinate events, provide training on Schwab tools, and support the SPS sales team.

Qualifications

• Advanced Excel and MS Office proficiency.
• Strong communication, problem solving, and presentation skills.
• Professional integrity and high ethical standards.

Responsibilities

• Serve as primary daily contact for clients with equity compensation questions.
• Review client financial health to increase engagement and opportunities.
• Plan and oversee client events to ensure flawless execution.
• Partner with clients to design solutions for administrative needs while managing risk.
• Coordinate resources for projects including mergers and new plan launches.
• Maintain timely resolution of client items and ongoing relationships.

Skills

Excel mastery

Communication skills

Integrity

Organization

Adaptability

Stock options knowledge

Travel readiness

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Client Service Manager in Schwab Stock Plan Services to lead a portfolio of corporate clients, ensuring accurate equity compensation administration and a high-quality client experience. The role emphasizes on-site collaboration and partnership with SPS teams to deliver seamless services.

You will manage client relations, coordinate events, provide training on Schwab tools, and support the SPS sales team.