Senior Client Service Manager

2 weeks ago


Lone Tree, United States Charles Schwab Full time
Your opportunity

The Senior Client Service Manager role is responsible for creating and implementing a world class client experience for our largest, most complex Equity Compensation corporate clients.  Working with the Client Service Manager and the Client Service Administrator, the Senior Client Service Manager will oversee the relationship’s daily processing and project work, ensuring that our clients take full advantage of all services available.

What you have
  • CEP Certification Required
  • Licensure: Series 7 a plus
  • Bachelor’s degree highly preferred
  • Minimum 5 years Equity Compensation experience
  • Advanced Knowledge of Excel and other MS Office skills required
  • Travel Requirements:  10- 25%
  • Demonstrate ability to prioritize effectively in a fast paced environment
  • Project management, business analysis and/or consulting experience preferred
  • Exhibit the ability to influence and  build consensus among key stakeholders through excellent communication, problem solving and presentation skills
  • In depth knowledge of equity compensation record keeping tools to perform job function

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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