Job Board: Client Services Manager, Stock Plan Services for Charles Schwab in Englewood, CO

Client Services Manager, Stock Plan Services

for Charles Schwab

in Englewood, CO


http://employeebenefitsjobs.com/modperl/job.cgi?n=H56077

Client Services Manager, Stock Plan Services
Englewood, CO
Schwab Corporate Retirement Services

Schwab’s
purpose is to help everyone become financially fit. Over the last
thirty years, Schwab has grown from a brokerage house into one of the
nation’s leading financial institutions.

SPS provides servicing
on employee stock options, restricted stock plans and other equity
compensation plans through our phone centers and the web (Schwab Equity
Award Center(TM). We also provide employee support and education
directly to our corporate clients with equity award seminars and online
tutorials. Contact SPS for specific requirements for individual
participants, as they may vary from company to company. Services
provided include:

• Transactions for all equity awards granted
  by an individual's employer, including: stock options, restricted stock
  (restricted stock awards [RSAs] and units [RSUs]), stock appreciate
  rights (SARs) and Employee Stock Purchase Plans (ESPP)


• Provide
  administration services for companies who offer their employees equity
  compensation and ESPP (see equity award types above)


• 10b5-1
  trading plans related to Employee Stock Options (also known as
  "pre-determined trading plans" link to existing IWIN Rule 10b5-1:
  Pre-determined Trading Plans page)


• Trades for Section 16 insiders and affiliates relating to their equity compensation plans


• Process
  domestic and international wires related to equity compensation
  transaction proceeds (employee stock option exercise, ESPP sales) only

Brief Description of Role

• Working
  as a services professional, this position requires thorough knowledge
  of the brokerage and equity compensation plan industry with an in-depth
  understanding of organizational procedures & policies


• The
  position requires the ability to communicate effectively with reports,
  and all levels of management in the form of written or verbal
  communication


• The position also requires strong
  leadership and interpersonal skills with the proven ability to manage
  and motivate other employees


• Effective organizational and prioritization skills are a must


• The
  position requires the ability to research complex issues with internal
  partners and respond to clients, and/or organization of supervisory
  control in regards to escalated issues


• The person should
  possess the ability to assess risk and minimize the organization
  exposure or liability regarding participants/client issues


• As a manager in the department, additional responsibilities might include training or mentoring, managing a process or project

Qualifications

• Bachelor’s degree or equivalent related work experience


• Preferred
  3 + years of customer service experience in equity compensation,
  benefits, finance and accounting and/or brokerage environment


• Expert knowledge of stock options, restricted stock, FAS123r and/or corporate accounting


• 3 years of management experience


• Possesses working knowledge of computer and related software applications


• Excellent oral and written communication skills


• Strong team orientation and experience


• Ability to coach and mentor others


• Good organizational skills with ability to work on multiple assignments and complete them within established deadlines


• Ability to prioritize effectively in a fast paced environment and function in a professional manner under pressure


• Ability to handle all customer questions and complaints and resolve escalated issues brought to your attention


• Ability to train others in performing ongoing responsibilities


• Individual should also possess strong leadership skills to lead a multitude of tasks and assignments

www.aboutschwab.com/careers

Visit our web site (click here).