What are the responsibilities and job description for the Client Service Manager, Stock Plan Services position at Charles Schwab?
About This Role
As a Client Service Manager for private companies within Schwab Stock Plan Services (SPS), you will play a vital role in delivering our services and expanding relationships through day-to-day interactions.
You will ensure a smooth transition from private to public business by providing training and guidance to corporate clients on using Schwab tools and services.
- Serve as primary point of contact for clients answering questions about complex equity compensation plans
- Provide oversight and planning of client events such as grants, exercises, restricted stock releases
- Support clients in administering their capitalization tables