Senior Client Service Administrator - Stock Plan Services

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

Your opportunity

At Schwab, you’re 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.

Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

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

What you are good at

Responsibilities include, but are not limited to:

• Process daily exercise, restricted stock lapse, employee stock purchase plan settlement
• Act as anOperationSubject Matter Expertfor our corporate clients
• Researching transaction inquiries, general plan information, and data feeds
• Partnering 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 teams to provide best practices, and improve service experience
• Provide back up support for other Client Service Administrators as needed
• Demonstrate ability to effectively communicate with senior leaders within Stock Plan Services
• Act as an ambassador of Schwab’s vision and culture
• Fully adhering to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participants

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:

• Demonstrated excellence in teamwork and interpersonal skills while functioning in a fast-paced environment
• High school diploma and 2+ years pf client/customer service experience
• Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines.
• Committed to delivering an exceptional client experience
• Comfortable in making decisions and know when to include manager
• High 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 toplan andcommunicate with internal partners to ensure appropriate implementation and support for all client projects.
• Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)

Preferred Qualifications:

• Bachelor's degree
• 4+ years of customer service experience working with corporate clients, benefits, and/or brokerage environment
• Experience with equity compensation
• Demonstrated experience in working in a B2B model

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

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What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package that takes care of the whole you – both 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