Client Service Manager, Schwab Stock Plan Services

3 days ago


Littleton, Colorado, United States Charles Schwab Full time
Job Summary

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.
Requirements
  • 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.
Preferred Qualifications
  • 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.
What We Offer

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.
Why Join Us

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.



  • Littleton, Colorado, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Client Service Manager to join our Equity Compensation Administration team at Charles Schwab. As a Client Service Manager, you will be responsible for delivering exceptional client service and support to our corporate clients, ensuring their equity compensation plans are administered efficiently and...


  • Littleton, Colorado, United States Charles Schwab Full time

    About the RoleAs an Associate Wealth Advisor at Charles Schwab, you will play a key role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships. This is an exciting opportunity to leverage your client service and wealth management expertise to provide customized financial planning, foundational portfolio...


  • Littleton, Colorado, United States Charles Schwab Full time

    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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility,...


  • Littleton, Colorado, United States Charles Schwab Full time

    Join Our Wealth Advisory TeamAt 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.Key Responsibilities:Support 2-4 Wealth Advisors by servicing,...


  • Littleton, Colorado, United States Charles Schwab Full time

    Your Opportunity at Charles SchwabWe're seeking a seasoned Instructional Designer to join our Risk & Regulatory Learning Team. As a Senior Manager, you'll play a key role in analyzing, designing, developing, and maintaining learning solutions that support our organizational goals.Our team is dedicated to creating engaging and effective learning experiences...


  • Littleton, Colorado, United States Charles Schwab Full time

    Job Title: Fixed Income Liaison TraderAt Charles Schwab, we're seeking a skilled Fixed Income Liaison Trader to join our team. As a key member of our Fixed Income Sales organization, you will be responsible for executing fixed income transactions on behalf of our retail and registered investment advisor clients.Key Responsibilities:Manage client fixed income...

  • Investment Specialist

    3 weeks ago


    Littleton, Colorado, United States Charles Schwab Full time

    Job Title: Investment SpecialistAt Charles Schwab, we're seeking a highly skilled Investment Specialist to join our Alternative Investment Hotline team. As a key member of our Client Reporting and Security Services division, you'll play a critical role in providing exceptional client service and support.Key Responsibilities:Provide expert-level support to...


  • Littleton, Colorado, United States Banfield Full time

    Client Service Coordinator Job Summary We are seeking a highly skilled and experienced Client Service Coordinator to join our team at Banfield. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through our hospital, maximizing the productivity of our veterinary medical team, and ensuring exceptional...


  • Littleton, Colorado, United States Auctus Search Partners, LLC. Full time

    Client Services AssociateAuctus Search Partners, LLC. is seeking a highly skilled Client Services Associate to join our team. As a key member of our team, you will provide exceptional support to our Financial Advisors, ensuring seamless client experiences.Key Responsibilities:Manage client meetings, including preparation and closureCollect and analyze...


  • Littleton, Colorado, United States Matos Personal Injury Lawyers Full time

    Are you an adept multitasker who enjoys engaging with individuals? We are seeking a friendly and professional Client Services Coordinator to represent our esteemed law firm. Your role will involve greeting clients, visitors, and team members, managing phone inquiries and electronic communications, organizing and distributing correspondence, coordinating...


  • Littleton, Colorado, United States Weifield Group Contracting Full time

    Electrical Service Foreman RoleWe are seeking an experienced Electrical Service Foreman to join our team at Weifield Group Contracting. As a key member of our electrical services team, you will be responsible for leading and managing electrical projects, ensuring high-quality workmanship, and delivering exceptional customer satisfaction.Key...


  • Littleton, Colorado, United States Sam's Club Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Retail Stocking Associate to join our team at Sam's Club. As a key member of our sales floor and stockroom team, you will be responsible for ensuring that our shelves are fully stocked and our members have an exceptional shopping experience.Key ResponsibilitiesUnload trucks and stock...


  • Littleton, Colorado, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager I - Business Banker to join our Business Banking organization in Littleton, CO. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of...


  • Littleton, Colorado, United States American Power Systems, LLC Full time

    Job Title: Service ManagerWe are seeking a highly skilled and experienced Service Manager to lead our team of Service Technicians and drive new business opportunities. The ideal candidate will have a strong background in DC electrical systems, excellent leadership and customer service skills, and a commitment to safety and quality.Key Responsibilities:Team...


  • Littleton, Colorado, United States Lowe's Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service, maintaining a clean and safe store environment, and ensuring that our merchandise is properly displayed and stocked.Key ResponsibilitiesProvide...


  • Littleton, Colorado, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Business Development Manager to join our team. As a Business Development Manager, you will be responsible for developing and maintaining relationships with existing and new clients to drive business growth and revenue. You will work closely with internal teams to identify and pursue new...


  • Littleton, Colorado, United States Pottery Barn Full time

    About the RoleWe are seeking a highly organized and detail-oriented Stock Associate to join our team at Aspen Grove. As a Stock Associate, you will be responsible for receiving shipments, accurately maintaining inventory records, and maintaining stockroom and off-site locations.Key ResponsibilitiesReceive shipments and accurately maintain inventory...

  • HVAC Service Manager

    1 month ago


    Littleton, Colorado, United States Sanders & Johnson, Inc. Full time

    Job OverviewSanders & Johnson, Inc. is seeking a highly skilled and experienced Lead HVAC Service Technician to join our team. As a key member of our service team, you will be responsible for providing exceptional customer service, diagnosing and repairing complex HVAC systems, and mentoring junior technicians.Key ResponsibilitiesTechnical Expertise: 10+...


  • Littleton, Colorado, United States Pottery Barn Full time

    Pottery Barn **Job Summary** As a Lead Stock Associate at Pottery Barn, you will be responsible for overseeing the operational functions of the Back of House. This includes managing shipping and processing stations, product staging areas, and supplies to ensure efficient receipt and packing of incoming and outgoing merchandise. **Key...


  • Littleton, Colorado, United States Pottery Barn Full time

    About the RoleWe are seeking a highly organized and detail-oriented Stock Associate to join our team at Aspen Grove during the holiday season. As a Stock Associate, you will be responsible for receiving shipments, accurately maintaining inventory records, and maintaining stockroom and off-site locations.Key ResponsibilitiesReceive shipments and accurately...