Specialist, CS&S Participant Services Electronic Communications - SPS

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Inspiring financial growth through education and world-class service is exactly what you would be doing in this role on the Stock Plan Services Chat and Email Team. You will thrive as a knowledge expert, uncovering and resolving client issues with enthusiasm. If you relish the challenge of educating both international and domestic clients, possess stellar organizational skills, and excel in managing multiple conversations simultaneously while providing excellent service, then we want you on board.

This role is perfect for individuals focused on personal growth and skill development, particularly in grasping and resolving complex equity compensation queries. You will receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional. You will get the opportunity to cross train and provide support between digital correspondence, phone interactions, and operational support. Join our collaborative, senior team, and embark on a journey of professional fulfillment and achievement.

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:

• Demonstrates a passion for providing top tier service and support to Schwab Participants
• Have a strong work ethic with a high level of integrity and the ability to build trust with Participants
• Ability to prioritize client research and follow-up via chats and emails while maintaining service levels of inbound chat queues
• Respect for fellow employees and leveraging 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
• Have a proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment

Preferred  

• Active FINRA Series 7 and 63 brokerage licenses
• 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