Stock Plan Services- Financial Services Professional

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Job ID:
1205-37349
Job Category:
Stock Plan Services
Relevant Work Experience:
Retirement Services-less than 2yrs, Trading-less than 2 yrs, Customer Service-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 7
Position Located In:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time
Description:

Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Christina Antoinette Peyer
1205-37349

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

 

Our Opportunity:

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the adminstration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services.  Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our coprorate clients to achieve their financial goals. 

SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.

 

What you’ll do:

As a Stock Plan 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, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 30 to 50 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 identifying opportunities to introduce Schwab offerings and guide them to the proper solutions
  • Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and services

 

What you have:

  • Demonstrated passion for providing top tier service and support to Schwab Participants
  • Strong interest in effectively engaging in quality conversations with Participantsin order to establish long-term relationships with Schwab
  • Strong work ethic with a high level of integrity and the ability to build trust with Participants
  • Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls
  • Aptitude for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the necessary information is readily available
  • 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
  • A diverse background / work experience including:  volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related
  • Technically savvy including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment

Highly preferred qualifications:

  • Active FINRA Series 7 and 66 brokerage licenses (may be obtained within a 150 days of employment)
  • Bachelor's degree or equivalent work experience
  • Bilingual (Spanish)
  • Basic knowledge of equity compensation

 

Position Location:                               

This role is located in the following Schwab Contact Center:

 

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 

Learn more about Life@Schwab

 

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.  At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.


Job Specifications
Relocation Offered?: No
Work Schedule: Evenings, Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 7
Relevant Work Experience: Retirement Services-less than 2yrs, Trading-less than 2 yrs, Customer Service-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs
Position Located In: TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Stock Plan Services
Activation Date: Tuesday, December 5, 2017
Expiration Date: Monday, January 1, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.