Client Service Manager, Schwab Stock Plan Services
3 days ago
We are seeking a highly skilled Client Service Manager to join our Schwab Stock Plan Services team. As a key member of our team, you will be responsible for managing client relationships, providing exceptional service, and driving business growth.
Key Responsibilities- Manage client relationships and provide exceptional service to ensure client satisfaction and retention.
- Develop and implement strategies to drive business growth and increase revenue.
- Collaborate with cross-functional teams to ensure seamless delivery of services and solutions.
- Provide training and guidance to clients on Schwab's tools and services.
- Identify and resolve client issues in a timely and professional manner.
- Stay up-to-date on industry trends and developments to provide expert advice to clients.
- Advanced knowledge of Excel and other MS Office skills.
- Excellent communication, problem-solving, and presentation skills.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines.
- Capacity to be a flexible and adaptable team player.
- Bachelor's degree highly preferred.
- CEP Certification Level 1 or higher preferred.
- Brokerage, financial or accounting experience within a corporate or brokerage environment preferred.
- Familiarity with Equity Compensation Administration systems a plus.
At Charles Schwab, we offer a competitive benefits package that takes care of the whole you - both today and in the future. Our benefits include:
- 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.
At Charles 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.
We offer a Hybrid Work and Flexibility approach that 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.
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