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Charles Schwab is a financial services company that empowers individuals to make an impact on their careers. They are seeking a Participant Services Specialist to provide personalized service to stock plan participants, facilitating transactions and educating them on equity awards while building long-term relationships.
Responsibilities
Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans
Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional
Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 20 to 40 inbound calls per day (this is a phone-based relationship with Participants)
Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives
Encourage a long-term relationship with Schwab by finding opportunities to introduce Schwab offerings and guide them to the proper solutions
Collaborate with internal business partners and team members to resolve sophisticated client inquiries, and develop knowledge of Schwab products and services
Skills
Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule
Ability to work various shifts to serve our clients, including Monday-Friday anytime between 7:00 am– 9:00pm ET availability
FINRA Series 7, 63 preferred or must be obtained as a condition of employment
Previous customer service and/or client relationship experience
Bachelor's degree or higher in Finance, Economics, or related field from accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing and client engagement skills
Passion for service and developing client relationships
Current knowledge or motivation to learn about equity compensation
Strong organizational skills and ability to quickly navigate through resources
Ability to strategically prioritize a variety of objectives
We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is
Company H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.
