Client Services Administrator
Company: Charles Schwab
Location: Palo Alto
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Schwab 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
What you are good at
Responsibilities 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
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
Have consultative conversations with corporate clients and internal
service teams to provide best practices, and improve service
Cross-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 offering
Document and maintain client specific operations procedures as
Schedule flexibility required to support periodic client events
before and after market hours
Participate in departmental initiatives, delegated responsibilities
and new projects
Engaged with team, internal/external partners and understands the
strategic vision of the department
What you have
4+ years of customer service experience in dealing with corporate
clients, benefits, and/or brokerage environment, preferred
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
Ability to serve as a point of contact and back-up manager when
High commitment to delivering a quality work product, following
prescribed procedures, and handling escalated issues when
Colorado Compensation - ?
Target Total Compensation - $53,100 - $81,300
Your 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 further .
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 here 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 firstname.lastname@example.org or call 800-275-1281
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, Palo Alto , Client Services Administrator, Other , Palo Alto, California
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