Senior Client Service Administrator, Equity Plans

Charles Schwab; Westlake (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Senior Client Service Administrator within Stock Plan Services in Westlake, OH. You will collaborate with Client Service Managers to oversee daily client relationships for equity compensation programs and support client events.

Qualifications include a high school diploma with 2 years of customer service, strong organizational skills, and the ability to manage multiple priorities across time zones. The role offers growth within Schwab.

Qualifications

• High school diploma and 2 years of customer service experience.
• Ability to serve as a point of contact and back-up manager when necessary.
• Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines.
• A commitment to delivering an exceptional client experience.
• Comfortable in making decisions and knowing when to include manager.
• A 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.
• The ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.

Responsibilities

• Act as an Operation Subject Matter Expert on for corporate clients.
• Provide operational knowledge resources for high value clients.
• Research transaction inquiries, general product information, and data feeds.
• Partner with other SPS teams to provide a seamless world class experience for corporate clients.
• Process escalated emails and phone calls from Internal/External clients.
• Have consultative conversations with corporate clients and internal service teams to provide best practices.
• Assist during high profile events to ensure proper execution and timely delivery of required tasks.
• Act as mentor during onboarding process for new client service administrators.
• Provide back-up support for Client Service Administrators as needed.
• Communicate with senior leaders within Stock Plan Services as needed.
• Act as an ambassador of Schwab's vision and culture.

Skills

Customer service

Organizational skills

Decision making

Communication

Time management

Education

Bachelor's degree or equivalent

Tools

Excel

Word

PowerPoint

Job description

Charles Schwab is seeking a Senior Client Service Administrator within Stock Plan Services in Westlake, OH. You will collaborate with Client Service Managers to oversee daily client relationships for equity compensation programs and support client events.

Qualifications include a high school diploma with 2 years of customer service, strong organizational skills, and the ability to manage multiple priorities across time zones. The role offers growth within Schwab.