Sr. Client Service Administrator, Stock Plan Services

Charles Schwab Inc. • Westlake, TX

1d • $75,000 - $90,000

About The Position

Schwab Stock Plan Services (SPS) supports large, publicly traded companies with comprehensive equity compensation solutions. As a Senior Client Service Administrator, you will play an important role in supporting our top-tier Large Market and Mega Market clients, serving as a trusted operational partner for our most complex and high-profile relationships. This role requires strong judgment, independent decision-making, and the ability to navigate complex client situations, balancing risk, service, and operational considerations. You will help manage daily service needs, lead high-impact client events, resolve escalations, and provide strategic operational support while delivering an exceptional client experience.

Requirements

• Bachelor’s degree or equivalent work experience, with strong organization, time-management, attention to detail, and the ability to balance priorities in a fast-paced environment.
• Demonstrated ability to communicate clearly, follow through on commitments, assess risk, make informed decisions, and escalate when needed.
• Comfort working across multiple systems while remaining organized and accurate; proficiency in Microsoft Excel, Word, and PowerPoint.

Nice To Haves

• 4+ years of experience in customer service, corporate client support, benefits, financial services, brokerage, or equity compensation.
• ECA or CEP designation preferred; Schwab EquiView experience or familiarity with stock plan administration workflows, reporting, and event-related processing strongly valued.
• Experience supporting clients in a B2B service model, building trust with stakeholders, and communicating effectively with internal SPS partners to support client projects and service delivery.
• Confidence serving as a reliable point of contact, providing backup manager support when appropriate, and modeling quality, process adherence, and thoughtful issue resolution.
• Ability to support clients across time zones, peak periods, client events, and urgent business needs; overtime may be required with short notice.

Responsibilities

• Serve as a trusted operational resource for corporate clients and internal partners, providing guidance, thoughtful problem solving, and proactive follow-through for complex service needs.
• Coordinate high-profile client events, transaction inquiries, product questions, data feed issues, and service requests to ensure key tasks are completed accurately and on time.
• Own escalated emails and phone calls from internal and external clients, assess risk, communicate clearly, and escalate barriers or client needs to SPS leaders when appropriate.
• Lead conversations that help corporate clients and service teams understand best practices, resolve plan-related issues, and identify practical process improvements.
• Collaborate with Conversion, Client Services, Technology, and other SPS teams to align priorities, remove obstacles, and deliver a consistent client experience.
• Help onboard and mentor new Client Service Administrators by sharing knowledge, modeling best practices, and providing backup support when coverage or workload needs arise.
• Model Schwab’s culture through accountability, collaboration, professionalism, and a strong client-first mindset.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior