Client Services Administrator
Company: Charles Schwab
Location: Castle Rock
Posted on: November 18, 2021
Job Description:
Position Type: RegularYour OpportunitySchwab Stock Plan Services
(SPS) provides a variety of solutions to large, publicly traded
companies for the administration of their Equity Compensation
plans, including stock options, restricted stock, and employee
stock purchase programs. SPS offers solutions for the
administration of these plans up to and including full outsourcing
capabilities for the recordkeeping and employee services.- Our
mission is to provide a world class experience for our clients and
to provide the opportunity for the employees of our corporate
clients to achieve their financial goals.-Specifically, the SPS
Client Services team plays a vital role in the delivery of our
services.- The SPS Client Service Team is responsible for the day
to day interaction between Schwab and our corporate clients,
ensuring all aspects of their plans are running smoothly.- Client
Services provides training and guidance to our corporate clients on
how to most efficiently utilize Schwab's tools and services in
addition to assisting our clients trouble shoot issues by
researching items and presenting solutions.- This includes
partnering with other teams within SPS to ensure a consistent
client experience from implementation through to ongoing
administration of the plan.- The Client Services team is expected
to partner with SPS Relationship Management, Education, Trading and
Conversion to ensure a consistent and quality experience for our
corporate clients and their employees.-*Positon can be based in
Austin, Westlake, TX or permanent remote. What you are good
atResponsibilities include, but are not limited to:
Processing internal/external
initiated service requests received via email, phone calls and
other internal applications to link and/or delink specific employee
Schwab accounts that are associated with the firm's Master
Account(s)Researching transaction inquiries, general product
information, and data feedsPartnering 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 clientsHave consultative conversations with
corporate clients and internal service teams to provide best
practices, and improve service experienceCross-train other team
members on daily linking/delinking of emails and ACE queue, as well
as partner with other teams to provide a consistent level of
service, especially during higher volume periods, and during team
member absences.Onboard new to firm relationships as well as
existing Stock Plan relationships who enroll in this service
offeringDocument and maintain client specific operations procedures
as neededSchedule flexibility required to support periodic client
events before and after market hoursParticipate in departmental
initiatives, delegated responsibilities and new projectsEngaged
with team, internal/external partners and understands the strategic
vision of the departmentWhat you have
4+ years of customer service
experience in dealing with corporate clients, benefits, and/or
brokerage environment, preferredStrong organizational skills with
ability to work on multiple assignments and complete them within
established deadlines.Committed to delivering an exceptional client
experienceComfortable in making decisions and know when to include
managerAbility to serve as a point of contact and back-up manager
when necessaryHigh commitment to delivering a quality work product,
following prescribed procedures, and handling escalated issues when
appropriateColorado Compensation-?Target Total Compensation -
$53,100 - $81,300Your actual pay will be based on your skills
and-experience -- talk with your recruiter to learn-more.-Why work
for us?Own Your Tomorrow embodies everything we do! We are
committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.Benefits: A competitive
and flexible package designed to empower you for today and
tomorrow. We offer a competitive and flexible package designed to
help you make the most of your life at work and at home-today and
in the future. Explore .Schwab is committed to building a diverse
and inclusive workplace where everyone feels valued. As an Equal
Opportunity Employer, our policy is to provide equal employment
opportunities to all employees and applicants without regard to any
status that is protected by law. Please click to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .TD Ameritrade, a subsidiary of Charles
Schwab, is an Equal Opportunity Employer. At TD Ameritrade we
believe People Matter. We value diversity and believe that it goes
beyond all protected classes, thoughts, ideas, and
perspectives.
Keywords: Charles Schwab, Castle Rock , Client Services Administrator, Other , Castle Rock, Colorado
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