Participant Services Specialist – Stock Plan Support
Charles Schwab is a financial services company that empowers individuals to make an impact on their careers. They are seeking a Participant Services Specialist to provide personalized service to stock plan participants, facilitating transactions and educating them on equity awards while building long-term relationships.
Responsibilities
- 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
Skills
- Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule
- Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability
- FINRA Series 7, 63 preferred or must be obtained as a condition of employment
- Previous customer service and/or client relationship experience
- Bachelor's degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Robust communication, influencing and client engagement skills
- Passion for service and developing client relationships
- Current knowledge or motivation to learn about equity compensation
- Strong organizational skills and ability to quickly navigate through resources
- Ability to strategically prioritize a variety of objectives
- Shown success navigating multiple computer applications
Benefits
- Bonus or incentive opportunities
Company Overview
Company H1B Sponsorship