Senior Specialist, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Papillion, NE
22 days ago
Job Description
Join Charles Schwab as a Senior Specialist in Client Integration Support, where you'll play a vital role in onboarding Personal Choice Retirement Accounts and Health Savings Accounts clients onto Schwab’s Brokerage platform. Collaborate with various business partners to ensure client integrations are seamless and meet their business needs.
Key Responsibilities
Provide coordination during client development, testing, and deployment integration
Understand clients’ business requirements and present tailored options
Act as primary liaison between PCIS, internal QA resources, and clients' technology teams
Provide hands-on support and troubleshooting during implementation
Craft high-quality customer-centric user stories with Agile delivery team
Monitor clients’ daily file transmission
Prepare and participate in Quarterly installs for system enhancements and bug fixes
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
Capable of working 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 match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance