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Financial Services Professional

Company: Charles Schwab
Location: Sun City
Posted on: May 9, 2022

Job Description:

Position Type: RegularYour OpportunityWorkplace Financial Solutions (WFS) - Participant Services is the business to end-user ("B to C") unit supporting Stock Plan Services. Participant Services acts as the primary service and trading arm for SPS. We provide personalized service to employees (participants) of corporate clients, who utilize Schwab SPS to administer their equity compensation plans. Participant Services is guided by our mission: "Inspiring financial growth through education and world-class service". Stock Plan Services is a growing and highly specialized business unit within Workplace Financial Solutions. SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.What you are good atAs a Stock Plan Services Financial Services Professional you will have an opportunity to:

  • Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans
  • Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional
  • Demonstrate energy, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 30 to 50 inbound calls per day (this is a phone based relationship with Participants)
  • Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives
  • Encourage a long-term relationship with Schwab by identifying opportunities to introduce Schwab offerings and guide them to the proper solutions
  • Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and servicesWhat you have
    • Demonstrated passion for providing top tier service and support to Schwab Participants
    • Strong interest in effectively engaging in quality conversations with Participants in order to establish long-term relationships with Schwab
    • Strong work ethic with a high level of integrity and the ability to build trust with Participants
    • Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls
    • Aptitude for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the necessary information is readily available
    • Respect for fellow employees and leveraging the power of teamwork
    • The ability and desire to develop positive working relationships
    • Active listening skills and ability to explain complicated subjects
    • Ability to adapt and implement changes as market and business conditions evolve
    • A diverse background / work experience including: volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related
    • Technically savvy including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment Highly preferred qualifications:
        • Active and valid FINRA Series 7 and 66 licenses
          • You will have a condition of employment for passing the FINRA Series 7 & 66 licenses
          • Bachelor's degree or equivalent work experience
          • Basic knowledge of equity compensationColorado Compensation Target Total Compensation - 49,600-74,500Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Sun City , Financial Services Professional, Accounting, Auditing , Sun City, Arizona

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