Participant Services Specialist – Stock Plan Support

Charles Schwab is a financial services company that empowers individuals to make an impact on their careers. They are seeking a Participant Services Specialist to provide personalized service to stock plan participants, facilitating transactions and educating them on equity awards while building long-term relationships.ResponsibilitiesProvide 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, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 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 finding opportunities to introduce Schwab offerings and guide them to the proper solutionsCollaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and servicesSkillsAbility to work full time on-site during Schwab's training program, followed by a hybrid work scheduleAbility to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availabilityFINRA Series 7, 63 preferred or must be obtained as a condition of employmentPrevious customer service and/or client relationship experienceBachelor's degree or higher in Finance, Economics, or related field from accredited universityAbility to adapt to changes in the market and businessRobust communication, influencing and client engagement skillsPassion for service and developing client relationshipsCurrent knowledge or motivation to learn about equity compensationStrong organizational skills and ability to quickly navigate through resourcesAbility to strategically prioritize a variety of objectivesShown success navigating multiple computer applicationsBenefitsBonus or incentive opportunitiesCompany OverviewWe have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.Company H1B SponsorshipCharles Schwab has a track record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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