Specialist, CS&S Participant Services - SPS

nts of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.

As a Stock Plan Services Financial Services Professional, you will have an opportunity to:

• Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans

• Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional

• Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)

• Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives

• Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions

• Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services

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 passion for providing top tier service and support to Schwab Participants

• Strong interest in effectively engaging in quality conversations with Participants in order to establish long-term relationships with Schwab

• Strong work ethic with a high level of integrity and the ability to build trust with Participants

• Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls

• Skills for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the vital information is readily available

• Respect for fellow employees and demonstrating the power of teamwork

• The ability and desire to develop positive working relationships

• Active listening skills and ability to explain complicated subjects

• Ability to adapt and implement changes as market and business conditions evolve

• A unique background / work experience including: volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related

• Technically savvy including proficiency in MS Office and the ability to learn new programs, as well as easily use multiple applications simultaneously in a dual screen environment

Highly preferred qualifications:

• A valid and active FINRA Series 7 and 63/66 brokerage license

• You will have a condition of employment for passing the FINRA Series 7 & 63 licenses

• Bachelor's degree or equivalent work experience

• Basic knowledge of equity compensation

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

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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