Job Information
Charles Schwab Stock Plan Specialist in Lone Tree, Colorado
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.
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll deliver exceptional customer service to clients through inbound phone calls focused on educating stock plan participants and facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans (ESPP). Additionally, you’ll foster a personalized service experience by engaging with clients to understand their goals, conducting research, and tackling complex issues to offer them the best possible solutions. You’ll also take charge of your own professional journey by receiving structured training, on-the-job learning, and coaching on equity awards and plan administration. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications
Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.
Ability to work various shifts to serve our clients, including Monday-Friday anytime between 9:00 am– 9:00pm ET availability.
Preferred Qualifications
FINRA Series 7, 63 preferred or must be obtained as a condition of employment.
Previous customer service and/or client relationship experience
Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing and client engagement skills
Passion for service and developing client relationships
Current knowledge or motivation to learn about equity compensation
Strong organizational skills and ability to quickly navigate through resources
Ability to strategically prioritize a variety of objectives
Shown success navigating multiple computer applications
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
CO Salary Range: USD $58,000 - $65,000 / Year
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.