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, Gilbert , Stock Plan Services Specialist, Other , Phoenix, Arizona
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