Charles Schwab · 2 hours ago
Sr. Client Service Administrator, Stock Plan Services
US-NE-Omaha
Full-time
Onsite
Mid, Senior Level
$27.07/hr - $43.27/hr
2+ years expCharles Schwab is committed to empowering its employees and transforming the finance industry. The Senior Client Service Administrator role focuses on creating and implementing an exceptional client experience for Equity Compensation corporate clients, overseeing daily processing and leading client events.
Financial Services
Responsibilities
Process daily exercise, restricted stock lapse, employee stock purchase plan settlement
Act as an Operation Subject Matter Expert for our corporate clients
Researching transaction inquiries, general plan information, and data feeds
Partnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees
Process escalated emails and phone calls from Internal/External clients
Have consultative conversations with corporate clients and internal teams to provide best practices, and improve service experience
Provide back up support for other Client Service Administrators as needed
Demonstrate ability to effectively communicate with senior leaders within Stock Plan Services
Act as an ambassador of Schwab’s vision and culture
Fully adhering to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participants
Qualification
Required
Demonstrated excellence in teamwork and interpersonal skills while functioning in a fast-paced environment
High school diploma and 2+ years of client/customer service experience
Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines
Committed to delivering an exceptional client experience
Comfortable in making decisions and know when to include manager
High commitment to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriate
Strong computer skills with the ability to learn and work on multiple platforms simultaneously
Software skills include proficiency in Excel, Word, and PowerPoint
Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects
Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)
Preferred
Bachelor's degree
4+ years of customer service experience working with corporate clients, benefits, and/or brokerage environment
Experience with equity compensation
Demonstrated experience in working in a B2B model
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
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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