Hybrid Client Services Specialist - Stock Plan Solutions

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

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.