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Remote Client Service Administrator (Remote)

Remote
Company Location: Anywhere
charles-schwab
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Position Type:

Your Opportunity

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly 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 administration 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 corporate clients to achieve their financial goals.

 

Specifically, the SPS Client Services team plays a vital role in the delivery of our services. The SPS Client Service Team is responsible for the day-to-day interaction between Schwab and our corporate clients, ensuring all aspects of their plans are running efficiently. Client Services provides training and mentorship to our corporate clients on how to apply Schwab’s tools and services most efficiently in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS The Client Services team is encouraged to partner with SPS Relationship Management, Education, Trading and Conversion to ensure a consistent and quality client experience from implementation through to ongoing administration of the plan.

What you are good at

Responsibilities include, but are not limited to:

 

  • Research transaction inquiries, general product information, and data feeds
  • Partner with other SPS teams, such as Conversion, 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 standard processes, and improve service experience
  • Partner with team members and other teams to provide a consistent level of service, especially during higher volume periods, and during team member absences.
  • Assistance during client events to ensure accurate execution and timely delivery of required tasks.
  • Document and maintain client specific operations procedures as needed
  • Participate in departmental initiatives, delegated responsibilities, and new projects
  • Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)

What you have

  • 4 years of customer service experience in dealing with corporate clients, benefits, and/or brokerage environment, preferred
  • Bachelor’s degree or equivalent work experience required
  • Schedule flexibility required to support periodic client events before and after market hours
  • 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
  • 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 connect with internal SPS partners to ensure appropriate implementation and support for all client projects.

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. Explore [ Link removed ] - Click here to apply to Client Service Administrator (Remote).

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click [ Link removed ] - Click here to apply to Client Service Administrator (Remote) to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [ Link removed ] - Click here to apply to Client Service Administrator (Remote) or call

800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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