Sr. Specialist, Occupancy Planner/Space Manager
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
To support the workspace strategy, occupancy planners with current, accurate, departmental-level occupancy information by maintaining space/planning database. Must have a basic understanding of facility operations and systems, be able to coordinate and prioritize multiple tasks and have strong customer service skills with a wide range of clients, contractors and co-employees.
What you will do:
- Process requests for space using web-based programs and tools
- Respond to customer inquiries and requests regarding space needs and seat reservations
- Submit/track approvals for seat assignments related to information barriers for groups with regulated access requirements
- Perform periodic audits of seat assignments, occupancy, vacancy, labs & equipment; May include field verification
- Complete monthly/quarterly reporting
- Maintain wait lists for space as necessary (buildings with high occupancy and seat shortage)
- May help coordinate move/add/change related tasks with Property Management, Desktop, Voice and Network teams
- May help Strategy to coordinate large move and space projects
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Experience working in and demonstrated ability to thrive in a professional/corporate office environment
- Detail oriented and strong organizational skills
- Excellent written and oral communication skills
- Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook), particularly Excel which will be used extensively
- Able to learn new computer software programs
- Basic understanding of office technology, systems and equipment
- Consistent track record of providing outstanding customer service skills
Preferred Qualifications:
- Bachelor's degree preferred
- Space management experience a plus
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
What you are good at
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Experience working in and demonstrated ability to thrive in a professional/corporate office environment
- Detail oriented and strong organizational skills
- Excellent written and oral communication skills
- Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook), particularly Excel which will be used extensively
- Able to learn new computer software programs
- Basic understanding of office technology, systems and equipment
- Consistent track record of providing outstanding customer service skills
Preferred Qualifications:
- Bachelor's degree preferred
- Space management experience a plus
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.