Charles Schwab

Client Service Administrator (Remote)

Charles Schwab

Aug 5th, 2022
Financial services can be complicated. At Charles Schwab, we’re trying to fix that. We have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow.

What We Do: Charles Schwab exists to help people achieve better financial outcomes. We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.

Mission: Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

Values: Our values are a way of doing business—not just a plaque on the wall. We place the highest value on:
-Constantly improving the client experience through innovation that benefits clients.
-Respecting fellow employees and reinforcing the power of teamwork.
-Being good stewards of our brand and stockholder value.
-Earning our clients' trust by treating them in an ethical, empathetic, and proactive way.

Please note, Content posted in the forums or reviews section on this site remains the responsibility of the party posting the content and is not adopted or endorsed by Schwab or represent Schwab viewpoints.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 ( Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
© 2020 Charles Schwab & Co., Inc., All rights reserved. Member SIPC - (0120_9T2X)
Westlake, TX

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 most efficiently utilize Schwab’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan. The Client Services team is expected to partner with SPS Relationship Management, Education, Trading and Conversion to ensure a consistent and quality experience for our corporate clients and their employees.

What you are good at

Responsibilities include, but are not limited to:
  • Processing internal/external initiated service requests received via email, phone calls and other internal applications to link and/or delink specific employee Schwab accounts that are associated with the firm’s Master Account(s)
  • Researching transaction inquiries, general product information, and data feeds
  • Partnering with other SPS teams, such as Conversion, Client Services, 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 best practices, and improve service experience
  • Cross-train other team members on daily linking/delinking of emails and ACE queue, as well as partner with other teams to provide a consistent level of service, especially during higher volume periods, and during team member absences.
  • Onboard new to firm relationships as well as existing Stock Plan relationships who enroll in this service offering
  • Document and maintain client specific operations procedures as needed
  • Schedule flexibility required to support periodic client events before and after market hours
  • Participate in departmental initiatives, delegated responsibilities and new projects
  • Engaged with team, internal/external partners and understands the strategic vision of the department

What you have

  • Bachelor’s degree or equivalent work related experience required
  • 4+ years of customer service experience in dealing with corporate clients, benefits, and/or brokerage environment, preferred
  • Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines.
  • Committed to delivering an outstanding client experience
  • Comfortable in making decisions and know when to include manager
  • Ability to serve as a point of contact and back-up manager when necessary
  • High dedication to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriate
  • Strong digital literacy 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.
  • Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)

Colorado Compensation

Target Total Compensation – 47,700-86,600
Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

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 further.

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 here 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 [email protected] 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.

If you require alternative methods of application or screening, you must approach Charles Schwab directly to request this, as we're not responsible for the employer's application process.

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