Financial Services Professional
Company: Charles Schwab
Location: Sun City
Posted on: May 7, 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
plansReceive -in-depth education and training on equity awards and
plan administration, -confidently delivering service as a
knowledgeable professionalDemonstrate -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 objectivesEncourage -a long-term
relationship with Schwab by identifying opportunities to -introduce
Schwab offerings and guide them to the proper solutionsCollaborate
-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 ParticipantsStrong -interest
in effectively engaging in quality conversations with -Participants
in order to establish long-term relationships with SchwabStrong
-work ethic with a high level of integrity and the ability to build
trust -with ParticipantsAbility to strategically prioritize client
research and follow-up via outbound -calls and emails while
maintaining service levels of inbound client callsAptitude -for
organizing specific and individual company procedures, in the form
of -emails and other documents, to ensure the necessary information
is readily -availableRespect -for fellow employees and leveraging
the power of teamworkThe -ability and desire to develop positive
working relationshipsActive -listening skills and ability to
explain complicated subjectsAbility to adapt and implement changes
as market and business conditions evolveA -diverse background /
work experience including: -volunteer -activities, internships,
professional organizations, unpaid work -experience, or other roles
which may or may not be industry relatedTechnically 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 licensesBachelor's
-degree or equivalent work experienceBasic -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
.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 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 .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, Other , Sun City, Arizona
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