Sr Client Service Administrator - Stock Plan Services

Charles Schwab Inc.•Westlake, TX

1d•$36 - $43•Onsite

About The Position

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in one of the specified locations. Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship. Are you passionate about delivering exceptional service, solving complex problems, and building strong client relationships? 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 exceptional client experience.

Requirements

Bachelor’s degree or equivalent work experience
Strong organizational skills, 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.
Comfortable working across multiple systems while remaining organized and accurate; proficiency in Microsoft Excel, Word, and PowerPoint.
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.

Nice To Haves

4+ years of experience in customer service, corporate client support, benefits, financial services, brokerage, or equity compensation.
ECA or CEP designation; Schwab EquiView experience or familiarity with stock plan administration workflows, reporting, and event-related processing.
Experience supporting clients in a B2B service model, building trust with stakeholders, and communicating effectively with internal partners to support client projects and service delivery.

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 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.