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Financial Services Professional (Hybrid)

Charles Schwab

At Schwab, “Own Your Tomorrow” embodies everything they do.

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 Services 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
  • Demonstrate energy, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 30 to 50 inbound calls per day (this is a phone based relationship with Participants)
  • Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives
  • Encourage a long-term relationship with Schwab by identifying opportunities to introduce Schwab offerings and guide them to the proper solutions
  • Collaborate with internal business partners and team members to resolve sophisticated 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 interest in effectively engaging in quality conversations with Participants in order to establish long-term relationships with Schwab
  • 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 outbound calls and emails while maintaining service levels of inbound client calls
  • Skills for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the vital information is readily available
  • Respect for fellow employees and demonstrating 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
  • A unique background / 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:

  • Bachelor’s degree or equivalent work related experience
  • Active and valid FINRA Series 7 and license required
  • Active and valid FINRA Series 66 license required
  • Basic knowledge of equity compensation

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 applicantaccessibility@schwab.com 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.

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Financial Services Professional (Hybrid)

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Charles Schwab

At Schwab, “Own Your Tomorrow” embodies everything they do.

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