Sr Client Service Administrator - Stock Plan Services

About the role

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.

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.

Qualifications

Required

• 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.

Preferred

• 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.

Pay & benefits

• Competitive benefits package including 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance
• This role is also eligible for bonus or incentive opportunities in addition to the salary range

Schedule

Work on site 4 days per week in one of the specified locations.