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Financial Services Professional

Company: Charles Schwab
Location: Mesa
Posted on: November 19, 2021

Job Description:

Position Type: Regular Your Opportunity
Workplace 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 at
As 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 plans
Receive -in-depth education and training on equity awards and plan administration, -confidently delivering service as a knowledgeable professional
Demonstrate -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 objectives
Encourage -a long-term relationship with Schwab by identifying opportunities to -introduce Schwab offerings and guide them to the proper solutions
Collaborate - with internal business partners and team members to resolve complex client -inquiries, and develop knowledge of Schwab products and services
What you have
Demonstrated -passion for providing top tier service and support to Schwab Participants
Strong -interest in effectively engaging in quality conversations with -Participants in order to establish long-term relationships with Schwab
Strong -work ethic with a high level of integrity and the ability to build trust -with Participants
Ability to strategically prioritize client research and follow-up via outbound -calls and emails while maintaining service levels of inbound client calls
Aptitude -for organizing specific and individual company procedures, in the form of -emails and other documents, to ensure the necessary information is readily -available
Respect -for fellow employees and leveraging the power of teamwork
The -ability and desire to develop positive working relationships
Active -listening skills and ability to explain complicated subjects
Ability to adapt and implement changes as market and business conditions evolve
A -diverse background / work experience including: -volunteer -activities, internships, professional organizations, unpaid work -experience, or other roles which may or may not be industry related
Technically 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 environment
Highly preferred qualifications:
Active -FINRA Series 7 and 66 brokerage licenses
You will have a condition of employment for passing -the FINRA Series 7 & 66 licenses
Bachelor's -degree or equivalent work experience
Basic -knowledge of equity compensation
Colorado Compensation
?
Target Total Compensation - $43,900 - $67,100
Your 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 further .
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 here 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 applicantaccessibility@schwab.com or call 800-275-1281 .
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, Mesa , Financial Services Professional, Accounting, Auditing , Mesa, Arizona

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