Stock Plan Services Specialist

Company: Charles Schwab
Location: Phoenix
Posted on: October 22, 2024

Job Description:

Position Type: RegularYour opportunityAt 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. - -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 servicesWhat you haveSeries 7 and 63/66 licenses preferred or must obtain as a condition of employmentDemonstrated passion for providing top tier service and support to Schwab ParticipantsStrong interest in effectively engaging in quality conversations with Participants in order to establish long-term relationships with SchwabStrong work ethic with a high level of integrity and the ability to build trust with ParticipantsAbility to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client callsSkills for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the vital information is readily availableRespect for fellow employees and demonstrating the power of teamworkThe ability and desire to develop positive working relationshipsActive listening skills and ability to explain complicated subjectsAbility to adapt and implement changes as market and business conditions evolveA unique background / work experience including: volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry relatedTechnically 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
  What's in it for youAt 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 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 - 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

Keywords: Charles Schwab, Peoria , Stock Plan Services Specialist, Other , Phoenix, Arizona