Senior Specialist, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Papillion, NE
28 days ago
Job Description
Join Charles Schwab as a Senior Specialist in Client Integration Support, where you will play a crucial role in onboarding clients to our brokerage platform. Utilize your expertise in financial services to enhance client experiences and drive successful integrations of retirement and health savings accounts.
Key Responsibilities
Coordinate client development, testing, and deployment integration
Understand client business requirements and integration needs
Serve as primary liaison between PCIS and client technology teams
Provide hands-on support and troubleshooting during implementation
Work with Agile delivery team to craft user stories
Monitor clients’ daily file transmission
Prepare for and participate in Quarterly installs for system enhancements
Required Qualifications
Subject matter expert on Brokerage Plans and account integrations
Experience in financial services
Degree or equivalent experience
Strong communication skills - written and verbal
Proficiency with Microsoft office applications
Ability to work independently and as part of a team
Demonstrated success in supporting multiple projects and priorities
2-3 years Data analysis
3-4 years strong analytical problem-solving skills
3-4 years Agile (scrum) experience; creating and prioritizing stories in JIRA
2 years SQL, script writing
Preferred Qualifications
4-7 years’ experience in Self Directed Brokerage Accounts
3-4 years’ experience with Popweb, Client Central, Scube, SAC and EMTR
2 years SAFe experience; PI/Sprint planning, Agile ceremonies
SAFe certified
API experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance