Client Service Manager, Stock Plan Services
$31,200–$31,200 year
On-siteWestlake, Texas, United States
Job Summary
Serve as the primary daily point of contact for complex corporate clients, answering questions regarding equity compensation plans and financial reporting. Provide oversight of client events such as grants, exercises, and restricted stock releases to ensure flawless execution. Partner with clients to create solutions for unique administrative needs while managing risk, and coordinate resources for projects including mergers and acquisitions. Resolve client items accurately and in a timely manner during weekly or bi-weekly check-in calls to ensure satisfaction and consultative interaction. Deliver training on Schwab system functionality and advocate for client needs to technology teams. Maintain flexibility for after-hours and weekend support for client events and escalations.
Required Qualifications
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
- Must have flexibility to provide after hours and periodic weekend support for client events and escalations
- Advanced Knowledge of Excel and other MS Office skills
- Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
- Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines
- Capacity to be a flexible & adapt to shifting priorities and be a collaborative team player
- Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration
- Travel Requirements: 10- 25%
Desired Qualifications
- Bachelor's degree
- CEP Certification Level 1 or higher
- Brokerage, financial or accounting experience within a corporate or brokerage environment
- Familiarity with Equity Compensation Administration systems
- Ability to articulate Schwab's Visions and Values to team members
- Project management, business analysis and/or consulting experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.