Equity Compensation Administrator

2 weeks ago


Argyle, Texas, United States Charles Schwab Full time
About the Role:
This Corporate Client Solutions Manager position at Charles Schwab requires a skilled professional to create and implement a world-class client experience for our Equity Compensation corporate clients. The ideal candidate will oversee daily processing, lead client events, and collaborate with the Client Service Managers to deliver exceptional results.

Key Responsibilities:
• Daily exercise, restricted stock lapse, and employee stock purchase plan settlement transaction processing
• Acting as an Operation Subject Matter Expert for corporate clients
• Researching transaction inquiries, general plan information, and data feeds to provide seamless service
• Partnering with other SPS teams to deliver a world-class experience for corporate clients and their employees
• Escalating emails and phone calls from internal/external clients and providing consultative conversations to improve service experience
• Effectively communicating with senior leaders within Stock Plan Services and adhering to all SPS policies and procedures

Our Culture:
At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

Compensation:
$80,000 - $120,000 per year (estimated salary range)

Qualifications:
• High school diploma and 2+ years of client/customer service experience
• Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines
• Committed to delivering an exceptional client experience and comfortable making decisions when necessary
• Proficient in Excel, Word, and PowerPoint software and ability to learn multiple platforms simultaneously

Benefits:
We offer a comprehensive benefits package, including 401(k) with company match, paid time off, tuition reimbursement, and health insurance.


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