Your opportunity

• 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, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 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 finding opportunities to introduce Schwab offerings and guide them to the proper solutions
• Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services

What you have

• Series 7 & 63/66 licenses preferred or must obtain as a condition of employment
• 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
• Skills for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the vital information is readily available
• Respect for fellow employees and demonstrating 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 unique 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 ability to learn new programs, as well as easily use multiple applications simultaneously in a dual screen environment