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Specialist, CS&S Participant Services - SPS

Specialist, CS&S Participant Services - SPS

Charles SchwabPhoenix, AZ, US
20 hours ago
Job type
  • Full-time
Job description

Job Description

Position Type : Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll 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). Additionally, you’ll 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. You’ll also take charge of your own professional journey by receiving structured training, on-the-job learning, and coaching on equity awards and plan administration. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications

  • 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 Qualifications

  • 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

    • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
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