Financial Services Professional
Company: Charles Schwab
Location: Commerce City
Posted on: January 6, 2022
Job Description:
Position Type: RegularYour OpportunityWorkplace Financial
Solutions (WFS) - Participant Services is the business to end-user
(-B to C-) unit supporting Stock Plan Services. Participant
Services acts as the primary service and trading arm for SPS. We
provide personalized service to employees (participants) of
corporate clients, who utilize Schwab SPS to administer their
equity compensation plans. Participant Services is guided by our
mission: -Inspiring financial growth through education and
world-class service-.- Stock Plan Services is a growing and highly
specialized business unit within Workplace Financial Solutions.-SPS
Participant Services works with participants of more than 124
corporate equity compensation plans, helping to transact and
provide education on their equity awards, inspire ownership of
their financial futures, and deepen their relationship with Charles
Schwab.*Position can be based in Denver and Westlake, TX.What you
are good atAs a Stock Plan Services Financial Services Professional
you will have an opportunity to:
Provide a personalized service
experience to stock plan participants while facilitating
transactions for stock option awards, restricted stock units-&
awards, stock appreciation rights, and employee stock purchase
plansReceive-in-depth education and training on equity awards and
plan administration,-confidently delivering service as a
knowledgeable professionalDemonstrate-energy, empathy, and
problem-solving skills while delivering unparalleled-value and
outstanding service to domestic and international Participants-via
the phone, handling approximately 30 to 50 inbound calls per day
(this-is a phone based relationship with Participants)Connect-and
engage with participants to gain an understanding of their
financial-needs, goals, and objectivesEncourage-a long-term
relationship with Schwab by identifying opportunities to-introduce
Schwab offerings and guide them to the proper solutionsCollaborate-
with internal business partners and team members to resolve complex
client-inquiries, and develop knowledge of Schwab products and
servicesWhat you have
Demonstrated-passion for providing
top tier service and support to Schwab ParticipantsStrong-interest
in effectively engaging in quality conversations with-Participants
in order to establish long-term relationships with
SchwabStrong-work ethic with a high level of integrity and the
ability to build trust-with ParticipantsAbility to strategically
prioritize client research and follow-up via outbound-calls and
emails while maintaining service levels of inbound client
callsAptitude-for organizing specific and individual company
procedures, in the form of-emails and other documents, to ensure
the necessary information is readily-availableRespect-for fellow
employees and leveraging the power of teamworkThe-ability and
desire to develop positive working relationshipsActive-listening
skills and ability to explain complicated subjectsAbility to adapt
and implement changes as market and business conditions
evolveA-diverse background / work experience
including:-volunteer-activities, internships, professional
organizations, unpaid work-experience, or other roles which may or
may not be industry relatedTechnically savvy including proficiency
in MS Office and the aptitude to learn new-programs, as well as
easily utilize multiple applications simultaneously-in a dual
screen environmentHighly preferred qualifications:
Active-FINRA Series 7 and 66
brokerage licenses-
You will have a condition of
employment for passing-the FINRA Series 7 & 66
licensesBachelor's-degree or equivalent work
experienceBasic-knowledge of equity compensationColorado
Compensation-?Target Total Compensation - 43,900-67,100Your actual
pay will be based on your skills and-experience -- talk with your
recruiter to learn-more.Why work for us?Own Your Tomorrow embodies
everything we do! We are committed to helping our employees ignite
their potential and achieve their dreams. Our employees get to play
a central role in reinventing a multi-trillion-dollar industry,
creating a better, more modern way to build and manage
wealth.Benefits: A competitive and flexible package designed to
empower you for today and tomorrow. We offer a competitive and
flexible package designed to help you make the most of your life at
work and at home-today and in the future. Explore .Schwab is
committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click to see the policy. Schwab is an affirmative action
employer, focused on advancing women, racial and ethnic minorities,
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 or call .TD
Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity
Employer. At TD Ameritrade we believe People Matter. We value
diversity and believe that it goes beyond all protected classes,
thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Commerce City , Financial Services Professional, Accounting, Auditing , Commerce City, Colorado
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