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Charles Schwab · 7 hours ago

Client Service Manager, Stock Plan Services

Austin, TX

Full-time

Hybrid

Mid, Senior Level

Charles Schwab is a leading financial services firm that empowers individuals to make an impact on their careers. The Client Service Manager for Stock Plan Services will be responsible for managing client relationships and ensuring a smooth transition for private companies preparing for public offerings, while delivering exceptional service and training to clients on equity compensation plans.

Financial Services

No H1B

Responsibilities

Serve as primary point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting

Periodic review of client lifecycle to provide leadership updates on potential for near-term IPO events

Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, IPO, etc.) for assigned companies to ensure flawless execution

Support clients in administration of their capitalization tables

Partner with clients to create solutions for unique administrative needs while managing risk to Schwab

Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns

Resolve client items accurately and in a timely manner

Responsible for developing and sustaining a long-term relationship with clients

Work closely with our strategic partner to ensure product development is completed with client needs in mind

Provide continuous feedback to SPS leadership on strategic partner relationship to ensure overall client success and competitiveness in the marketplace

Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc

Responsible for bi-weekly or monthly check-in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring. Recognize opportunities for improvement and growth in the relationship

Participate in the creation and delivery of on-site client service review meetings with assigned clients as needed

Provide training and expertise around Schwab system functionality and capabilities to our corporate clients, enhancing their experience with Schwab

Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations)

Participate in providing requirements and enhancements for SPS systems and processes

Must have flexibility to provide non-business hour support for client events and escalations

Aid in the build out and development of the client service team that will support this offer

Develop internal training resources, procedures, and guides for the offer

Qualification

Equity Compensation AdministrationExcelCommunication SkillsCertified Equity ProfessionalOrganizational SkillsProblem SolvingPresentation SkillsTeam PlayerPositive Attitude

Required

Proven experience with administration, either at a provider or issuer, of stock options, employee stock purchase plans, restricted stock, cap tables, ASC718/IFRS2 and/or corporate accounting administration, including the nuances of private companies

Advanced Knowledge of Excel and other MS Office skills

Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership

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 flexible and adapt to shifting priorities and be a strong team player

Travel Requirements: 5-15%