• Charles Schwab
  • $48,920.00 -160,160.00/year*
  • Keller, TX
  • Retail
  • Full-Time
  • 4700 Golden Triangle Boulevard

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Job Type:
Full Time

Fort Worth - TX, TX4600A, 4600 Alliance Gateway Freeway, 76177
Cynthia Carpenter

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of own your tomorrow every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Stock Plan Services (SPS) is a growing highly specialized business within Client Service & Support which works with corporations and their employees regarding their equity compensation plans. Ideal candidate will be passionate about Schwabs mission to help everyone be financially fit. Candidate will have strong consultative, business development, written communication and customer service skills. They will utilize these skills to improve client relationships.

What youll do:

The SPS eServices Representative will communicate with external customers in a hybrid role by responding to e-mails and chats regarding their equity award compensation plans with Schwab. Responsibilities include handling client concerns, issues, and escalations with tact and diplomacy, resolving account issues, and providing assistance with other operational processes as needed. Additional responsibilities include providing education and presenting proper solutions for clients needs.

Schedule: Mon-Fri, 10:30am 7pm MT

What you have:

  • Customer service experience required preferably in the financial services industry but not required
  • Stock Plan experience highly preferred
  • SPS platform experience is required
  • Client-facing chat and email experienced required
  • Well-developed and effective writing skills
  • Ability to engage clients and prospects via concurrent chats as well as email and phone
  • Excellent customer service and communication skills to service clients and prospects via Chat, Email, and phone
  • Excellent typing skills and proficiency in serving multiple clients concurrently
  • Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs
  • Established technical skills with the ability to easily utilize multiple applications simultaneously
  • Position requires time management skills and outstanding organization habits
  • Ability to develop internal partnerships through various forms of communication to be an effective advocate for participants
  • Experience uncovering participant needs to make suggestions based upon the demographic of the participant
  • Series 7 and 63 licenses are required

What youll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Associated topics: answer, coordinator, customer care, platform support, product support, representante de servicio al cliente, service, service representative, telephone, tsr

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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