Eservices Rep

Your Opportunity

Workplace Financial Solutions (WFS) - Participant Services is the business to end-user (“B to C”) unit supporting Stock Plan Services. Participant Services acts as the primary service and trading arm for SPS. We provide personalized service to employees (participants) of corporate clients, who utilize Schwab SPS to administer their equity compensation plans. Participant Services is guided by our mission: “Inspiring financial growth through education and world-class service”. Stock Plan Services is a growing and highly specialized business unit within Workplace Financial Solutions.

SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.

What you are good at

As a Stock Plan Services Financial eServices Professional you will have an opportunity to:

• Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans
• Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional
• Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels.
• Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
• Cross-train and provide support between, Digital Correspondence, Phone Interactions and Operations support.
• Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model.
• Encourage a long-term relationship with Schwab by seeing opportunities to introduce Schwab offerings and guide them to the proper solutions
• Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and services

What you have

• Demonstrated passion for providing top tier service and support to Schwab Participants
• Strong work ethic with a high level of integrity and the ability to build trust with Participants
• Ability to strategically prioritize client research and follow-up via chats and emails while maintaining service levels of inbound chat queues
• Aptitude for organizing specific and individual company procedures, in the form of emails and other documents, to ensure vital information is readily available
• Respect for fellow employees and bring to bear the power of teamwork
• The ability and desire to develop positive working relationships
• Active listening skills and ability to explain complicated subjects
• Ability to adapt and implement changes as market and business conditions evolve
• Diversified work experience including volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related
• Technically savvy including proficiency in MS Office and the ability to learn new programs, as well as easily apply multiple applications simultaneously in a dual screen environment

Highly preferred qualifications:

• Active and valid FINRA Series 7 & 66 licenses
• You will have a condition of employment for passing the FINRA Series 7 & 66 licenses
• Bachelor's degree or equivalent work experience
• Basic knowledge of equity compensation

Colorado Compensation

Target Total Compensation – 49,600-74,500

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.