Senior Client Service Administrator – Stock Plan Services

Charles Schwab; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+?

Job summary

Charles Schwab is seeking a Senior Client Service Administrator within Schwab Stock Plan Services to help deliver a world-class client experience for equity compensation corporate clients. You will work with Client Service Managers to oversee daily relationships and lead client events.

The role emphasizes operational excellence, mentorship during onboarding, and collaboration with teams such as Conversion, Client Services, and Technology to ensure seamless service for corporate clients and their

Qualifications

• High school diploma or equivalent with customer service experience (required).
• Bachelor's degree preferred for advanced roles.

Responsibilities

• Serve as an Operations SME for corporate clients in equity compensation.
• Provide resources and research transaction inquiries, data feeds, and product information.
• Collaborate with SPS teams to ensure a seamless client experience for corporate clients and their employees.
• Handle escalated emails and phone calls from internal/external clients; provide best practices.
• Mentor onboarding Client Service Administrators and back-up support as needed.
• Support during high-profile events to ensure timely delivery of tasks and client satisfaction.

Skills

Customer service

Organizational skills

Excel

Word

PowerPoint

Communication

Time management

Multitasking

Education

Bachelor's degree preferred

Tools

Excel

Word

PowerPoint

Job description

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

At Charles Schwab, our purpose is to champion every clients goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients. You will work with the Client Service Managers, to oversee the relationships daily processing and lead client events. You will also assist the Team Service Managers with operational tasks and responsibilities.

Responsibilities include, but are not limited to:

• 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, such as Conversion, Client Services, 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
• Assist during high profile events to ensure proper execution and timely delivery of required tasks.
• Act as thought partner to our top tier clients to resolve plan issues and implement processes to support our clients operation needs.
• 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 Schwabs vision and culture

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required 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.
• Software skills include proficiency in Excel, Word, and PowerPoint.
• Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.
• The ability to work a flexible schedule including the ability to support multiple time zone clients and to work overtime with little to no notice.

Preferred Qualifications

• A bachelors degree or equivalent work experience.
• 4 years of customer service experience working with corporate clients, benefits, and/or within a brokerage environment.
• Experience with equity compensation.
• Demonstrated experience in working in a B2B model.

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you vens today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance