Charles Schwab

Specialist, Stock Plan Services

Charles Schwab

2050 Roanoke Rd, Westlake, TX 76262, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As an SPS Resolution Specialist at Charles Schwab, you will be joining a “Second Level” escalation team that serves as primary point of contact for internal and external customers regarding their equity compensation plans with Schwab. Work with new and other team members and peers to provide support, mentoring and guidance. Assist manager in day to day managerial tasks including supervisory review of new accounts and account updates Manage team service levels, respond for escalations and resolve issues within scope of knowledge and authority. Opportunities to support projects that align to departmental and SPS objectives. Responsible for accuracy and timeliness of own work within established time frames.

Where is this job?
This job is located at 2050 Roanoke Rd, Westlake, TX 76262, USA
Job Qualifications
  • Active FINRA Series 7/63 and 9/10 required.

  • SPS platform experience preferred

  • At least 2 years of brokerage services experience with a preference towards operations

  • Proven ability to identify and solve complex issues in a team environment working with various levels of management and business partners

Required Skills
  • Customer Relationship Management

  • Coaching and mentoring skills

  • Time Management Skills

  • Business development processes

Soft Skills
  • Driven and self-motivated

  • Communication Skills

  • Adaptability

  • Detail oriented and highly organized

  • mulit-tasking

Compensation

According to JobzMall, the average salary range for a Specialist, Stock Plan Services in 2050 Roanoke Rd, Westlake, TX 76262, USA is $51,000 - $68,000 per year. This range may vary depending on the company, experience, and qualifications of the individual.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 27th, 2021
Apply BeforeSeptember 18th, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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