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Charles Schwab · 8 hours ago

Client Service Manager - Stock Plan Services

Westlake, TX

Full-time

Onsite

Mid, Senior Level

Charles Schwab is a leading financial services company that empowers individuals to make impactful career decisions. The Client Service Manager in Stock Plan Services will manage client relationships, ensuring smooth operations of equity compensation plans and providing training and guidance to corporate clients.

Financial Services

No H1B

Responsibilities

Serve as primary daily 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 financial health in order to increase participant engagement for individual retail client solution opportunities

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

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

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

Implement controls and oversight for high value transactions, including transactions for top level executives at target corporate clients

Responsible for weekly or bi-weekly check-ins 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 regular on-site client service review meetings with assigned clients

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

Provide guidance to technology teams and advocate for client needs and requests

Must have flexibility to provide after hours and periodic weekend support for client events and escalations

Qualification

Stock options knowledgeEmployee stock purchase plansExcel proficiencyCEP CertificationProject management experienceCommunication skillsProblem solving skillsPresentation skillsOrganizational skillsTeam player

Required

Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration

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 a flexible & adapt to shifting priorities and be a collaborative team player

Travel Requirements: 10- 15%