Client Service Manager - Stock Plan Services

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 in the specified location. Schwab

Stock Plan Services

(SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.

Specifically, the SPS Client Services team plays a vital role in the delivery of our services. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan. The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees.

As a

Client Service manager

in SPS you will manage clients based on their value and specific needs. Serve as primary daily point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting Periodic review of client financial health in order to increase participant engagement for individual retail client solution opportunities Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, etc.) Partner with clients to create solutions for unique administrative needs while managing risk to Schwab Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc. Implement controls and oversight for high value transactions, including transactions for top level executives at target corporate clients Responsible for weekly or bi-weekly check-ins calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring. Participate in the creation and delivery of regular on-site client service review meetings with assigned clients Provide training and expertise around Schwab system functionality and capabilities to our corporate clients, enhancing their experience with Schwab Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations) Must have flexibility to provide after hours and periodic weekend support for client events and escalations Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration Advanced Knowledge of Excel and other MS Office skills Capacity to be a flexible & adapt to shifting priorities and be a collaborative team player Travel Requirements: 10- 15% Bachelor’s degree CEP Certification Level 1 or higher Brokerage, financial or accounting experience within a corporate or brokerage environment Familiarity with Equity Compensation Administration systems Project management, business analysis and/or consulting experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Our

Hybrid Work and Flexibility

approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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