Sr. Client Service Administrator, Schwab Stock Plan Services
Company: Charles Schwab
Location: Richfield
Posted on: October 17, 2024
Job Description:
Position Type: RegularYour opportunityAt Charles Schwab, our
purpose is to champion every client's goals with passion and
integrity. Schwab Stock Plan Services (SPS) provides a variety of
solutions to large,---publicly---traded companies. The Senior
Client Service Administrator role is responsible for creating and
implementing a world class client experience for our largest, most
complex Equity Compensation corporate clients. Working with the
Client Service Managers, the Senior Client Service Administrator
will oversee the relationship's daily processing and lead client
events. Assist the Team Service Managers with operational tasks and
responsibilities.Responsibilities include, but are not limited
to:---
- Act as an Operation Subject Matter Expert on for corporate
clients:
- Provide operational knowledge resource for high value
clients
- Researching transaction inquiries, general product information,
and data feeds---
- 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
clients---
- Have consultative conversations with corporate clients and
internal service teams to provide best practices, and improve
service experience---
- Be prepared to jump in and assist during high profile events to
ensure proper execution and timely delivery of required tasks.
- Act as thought partner to our top tier clients to resolve plan
issues and implement processes to support our client's operation
needs.
- Act as mentor during onboarding process for new client service
administrators
- Provide back up support for Client Service Administrators as
needed
- Demonstrate ability to effectively communicate with senior
leaders within Stock Plan Services
- Act as an ambassador of Schwab's vision and cultureWhat 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
manager---
- Ability to serve as a point of contact and back-up manager when
necessary---
- High commitment to delivering a quality work product, following
prescribed procedures, and handling escalated issues when
appropriate---
- Strong computer skills with the ability to work on multiple
platforms simultaneously---
- Software skills include proficiency in Excel, Word, and
PowerPoint------
- Demonstrated experience in working a B2B model---
- Ability to---plan and---communicate with internal SPS partners
to ensure appropriate implementation and support for all client
projects.---
- Bachelor's degree or equivalent work experience
required---
- Flexible working schedule including the ability to support
multiple time zone clients (possible overtime with little to no
notice may be required)
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, Mentor , Sr. Client Service Administrator, Schwab Stock Plan Services, Other , Richfield, Ohio
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