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.
As a Stock Plan 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 plansReceive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professionalDemonstrate 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 objectivesEncourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutionsCollaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services What you have
Required
Flexibility to work Monday-Friday anytime between 9:00am–9:00pm Eastern time based on contact center needs
Preferred
Series 7, 63 preferred or must be obtained as a condition of employmentBachelor's degree or equivalent work experienceBasic knowledge of equity compensationDemonstrated 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 environmentIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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