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Job Posting Sr Client Service Administrator - Stock Plan Services
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Posted on: Jul 09, 2026
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Charles Schwab Inc.
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Roanoke, Texas
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Onsite
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Full-time
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Job Title :
Job Posting Sr Client Service Administrator - Stock Plan Services
Job Type :
Full-time
Job Location :
Roanoke Texas United States
Remote :
No
Job Description :
Your Opportunity At Charles Schwab, our purpose is to champion every client's goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients. Working with the Client Service Managers, the Senior Client Service Administrator will oversee the relationship's daily processing and lead client events. Assist the Team Service Managers with operational tasks and responsibilities.
Responsibilities include, but are not limited to:
Process daily exercise, restricted stock lapse, employee stock purchase plan settlement
Act as an Operation Subject Matter Expert for our corporate clients
Researching transaction inquiries, general plan information, and data feeds
Partnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees.
Process escalated emails and phone calls from Internal/External clients
Have consultative conversations with corporate clients and internal teams to provide best practices, and improve service experience
Provide back up support for other Client Service Administrators as needed
Demonstrate ability to effectively communicate with senior leaders within Stock Plan Services
Act as an ambassador of Schwab's vision and culture
Fully adhering to all SPS policies and procedures while fulfilling SPS's mission to provide a world class experience for our clients and their participants
What You Have Minimum Requirements
Demonstrated excellence in teamwork and interpersonal skills while functioning in a fast-paced environment
High school diploma and 2+ years of client/customer service experience
Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines.
Committed to delivering an exceptional client experience
Comfortable in making decisions and know when to include manager
High commitment to delivering a quality work product, following prescribed procedures, and handling escalated issues when appropriate
Strong computer skills with the ability to learn and work on multiple platforms simultaneously
Software skills include proficiency in Excel, Word, and PowerPoint
Ability to plan and communicate with internal partners to ensure appropriate implementation and support for all client projects.
Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)
Preferred Requirements
Bachelor's degree
4+ years of customer service experience working with corporate clients, benefits, and/or brokerage environment
Experience with equity compensation
Demonstrated experience in working in a B2B model
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Position Details
Posted:
Jul 09, 2026
Reference Number:
14660_D148A560EF5C77DE8A596B1B06E1CDD0
Employment:
Full-time
Salary:
Not Available
City:
Roanoke
Job Origin:
APPCAST_CPC
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