Financial Service Professional (Opportunity for Hybrid)
Company: Charles Schwab
Location: Tempe
Posted on: March 16, 2023
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 apply 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. 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, compassion, 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 finding
opportunities to introduce Schwab offerings and guide them to the
proper solutions
- Collaborate with internal business partners and team members to
resolve sophisticated 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 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
- Skills for coordinating specific and individual company
procedures, in the form of emails and other documents, to ensure
the vital information is readily available
- Respect for fellow employees and demonstrating 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 unique 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
ability to learn new programs, as well as easily use multiple
applications simultaneously in a dual screen environment Highly
preferred qualifications:
- A valid and active FINRA Series 7 and 63 brokerage
licenses
- You will have a condition of employment for passing the FINRA
Series 7 & 63 licenses
- Bachelor's degree or equivalent work experience
- Basic knowledge of equity compensation 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.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, Tempe , Financial Service Professional (Opportunity for Hybrid), Accounting, Auditing , Tempe, Arizona
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