Client Service Manager - Stock Plan Services

Position Type : Regular

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 a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.

Specifically, the SPS Client Services team plays a vital role in the delivery of our services. They are responsible for the day to day interaction between Schwab and our largest, most complex corporate clients, ensuring all aspects of their plans are operating smoothly. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan.

The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees.

As a

Client Service manager

in SPS you will manage clients based on their value and specific needs.

Specific responsibilities include :

Serve as primary daily point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting

Periodic review of client financial health in order to increase participant engagement for individual retail client solution opportunities

Provide oversight and planning

of client events (i.e. 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

Responsible for developing and sustaining a long-term relationship with clients

Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including 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

Responsible for weekly or bi-weekly check-ins calls with assigned clients to ensure overall satisfaction, timely resolution of issues / items and consultative interaction is occurring.

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 our corporate clients, enhancing their experience with Schwab

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

Must have flexibility to provide after hours and periodic weekend support for client events and escalations

What you have

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

Required qualifications :

Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718 / IFRS2 and / or corporate accounting administration

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

Travel Requirements : 10- 15%

Preferred 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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