
Specialist, Stock Plan Services
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.
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
Customer Relationship Management
Coaching and mentoring skills
Time Management Skills
Business development processes
Driven and self-motivated
Communication Skills
Adaptability
Detail oriented and highly organized
mulit-tasking
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.
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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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