SPS Brokerage Services Rep

Organizational Objective/Purpose:

Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.At Schwab, we respect the unique differences of our employees, our clients and the communities we serve striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, theres a place for you at Schwab!To learn more about what it is like to work at Schwab meet our employees.Brief Description of Role:Stock Plan Services (SPS) is a growing and highly specialized business unit within Schwab Institutional Services which works with corporations and their employees regarding their equity compensation plans. To lean more about Stock Plan Services click here. A successful Stock Plan Services Brokerage Representative will have:

• Active FINRA Series 7 and Series 63 or 66 licenses
  
• 2-3 years of strong consultative, business development, and customer service skills
  
• Effective interpersonal and communication skills
  
• Ability to build relationships with Participants and facilitate transactions for stock option plans, restricted stock units & awards, stock appreciation rights and employee stock purchase plans
  
• Capacity to educate clients on their individual equity award compensation plans
  
• Knowledge to assist Schwab client to navigate theEquityAwardCenterand Schwab.com website

Technical/Functional Qualifications:

Minimum Requirements:

• Series 7 and 63 licenses
  
• Brokerage experience
  
• Customer service experience-preferably in the financial services industry
  
• Bachelors degree or equivalent related work experience
  
• Working knowledge of computer and related software applications
  
• Strong organizational skills with the ability to prioritize tasks
  
• Excellent communication and interpersonal skills
  
• Ability to relate, empathize and quick build rapport with clients
  
• Effective listening and probing skills to identify cues, understand needs and provide relevant solutions to clients
  
• Strong team orientation
  
• Effectively respond to client concerns with limited supervision.

Preferred Qualifications:

• Bilingual (Spanish)
  
• Ability to mentor new members of the team
  
• Basic knowledge of equity compensation

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Country: USA, State: Arizona, City: Phoenix, Company: Charles Schwab.