Equity Compensation Client Experience Lead (Hybrid)

Charles Schwab; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Client Service Administrator to manage daily processing for equity compensation clients and lead client events. You will work with Client Service Managers to oversee relationships and ensure world-class service.

The role requires servicing corporate clients, handling inquiries, and collaborating with teams across Technology, Client Services, and Conversion to deliver seamless experiences. Strong communication and problem-solving are essential.

Qualifications

• 2+ years of client/customer service experience
• Strong organizational skills and ability to manage multiple assignments
• Commitment to delivering exceptional client experience
• Ability to make decisions with managerial input when appropriate
• Strong written and verbal communication with internal teams and clients
• Comfort with handling escalated issues and coordinating across teams
• Ability to work with multiple time zones and occasionally overtime
• Proficiency in Excel, Word, PowerPoint

Responsibilities

• Process daily exercise, restricted stock lapse, and employee stock purchase plan settlements
• Act as an operations SME for corporate clients
• Research transaction inquiries and data feeds
• Collaborate with SPS teams to ensure seamless client experience
• Handle escalated emails and calls from internal/external clients
• Provide consultative guidance to clients and internal teams
• Back up other Client Service Administrators as needed
• Communicate effectively with senior leaders within Stock Plan Services
• Uphold SPS policies and Schwab's mission in client service

Skills

Teamwork

Client service

Organizational skills

Decision making

Communication with senior leaders

Policy adherence

Cross-functional collaboration

Time management

Education

Bachelor's degree

High school diploma

Tools

Excel

Word

PowerPoint

Job description

Charles Schwab is seeking a Senior Client Service Administrator to manage daily processing for equity compensation clients and lead client events. You will work with Client Service Managers to oversee relationships and ensure world-class service.

The role requires servicing corporate clients, handling inquiries, and collaborating with teams across Technology, Client Services, and Conversion to deliver seamless experiences. Strong communication and problem-solving are essential.