Client Service Manager - Stock Plan Services

Client Service Manager - Stock Plan Services

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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must currently be authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab Stock Plan Services (SPS) provides solutions to large, publicly traded companies for the administration of Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers up to full outsourcing for recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to help the employees of our corporate clients achieve their financial goals.

Specifically, the SPS Client Services team plays a vital role in the delivery of our services. They manage day-to-day interactions between Schwab and our largest, most complex corporate clients, ensuring all aspects of their plans operate smoothly. The team provides training and guidance, assists with troubleshooting, and partners with other SPS teams to deliver consistent client experience from implementation through ongoing administration.

The Client Services team partners with SPS Relationship Management, Education, Trading, Product Management and Conversion teams.

• Serve as primary daily point of contact for clients, answering questions regarding provisions of complex equity compensation plans and financial reporting.
• Periodic review of client financial health to increase participant engagement for individual retail client solution opportunities.
• Provide oversight and planning of client events (grants, exercises, restricted stock releases, ESPP, dividends, etc.) for assigned companies to ensure flawless execution.
• Partner with clients to create solutions for unique administrative needs while managing risk to Schwab.
• Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns.
• Resolve client items accurately and in a timely manner.
• Develop and sustain a long‑term relationship with clients.
• Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP), continuing CEP education, local industry chapter participation, client forum presentations, etc.
• Implement controls and oversight for high‑value transactions, including transactions for top‑level executives at target corporate clients.
• Conduct weekly or bi‑weekly check‑in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items, and consultative interaction. Recognize opportunities for improvement and growth in the relationship.
• Participate in the creation and delivery of regular on‑site client service review meetings with assigned clients.
• Provide training and expertise around Schwab system functionality and capabilities to corporate clients, enhancing their experience.
• Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations).
• Participate in providing requirements and enhancements for SPS systems and processes.
• Provide guidance to technology teams and advocate for client needs and requests.
• Flexible to provide after‑hours and periodic weekend support for client events and escalations.

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

• Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC 718/IFRS 2 and/or corporate accounting administration.
• Advanced knowledge of Excel and other MS Office skills.
• Excellent communication, problem‑solving, and presentation skills to…