Charles Schwab · 3 weeks ago
Participant Services Specialist – Stock Plan Support
US-AZ-Phoenix
Full-time
Hybrid
New Grad, Entry Level
$21.59/hr - $41.25/hrCharles Schwab is committed to helping clients own their financial futures. In this role, you will deliver exceptional customer service to clients through inbound phone calls, educating stock plan participants and facilitating transactions for various stock options and awards.
Financial Services
Responsibilities
Deliver exceptional customer service to clients through inbound phone calls focused on educating stock plan participants and facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans (ESPP)
Foster a personalized service experience by engaging with clients to understand their goals, conducting research, and tackling complex issues to offer them the best possible solutions
Take charge of your own professional journey by receiving structured training, on-the-job learning, and coaching on equity awards and plan administration
Qualification
Required
Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule
Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability
Preferred
FINRA Series 7, 63 preferred or must be obtained as a condition of employment
Previous customer service and/or client relationship experience
Bachelor's degree or higher in Finance, Economics, or related field from accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing and client engagement skills
Passion for service and developing client relationships
Current knowledge or motivation to learn about equity compensation
Strong organizational skills and ability to quickly navigate through resources
Ability to strategically prioritize a variety of objectives
Shown success navigating multiple computer applications
Benefits
Eligible for bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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