Senior Systems Analyst, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Austin, TX
5 days ago
Job Description
Join Charles Schwab as a Senior Systems Analyst in Client Integration Support, where you will lead efforts to onboard clients onto Schwab's Brokerage platform. Collaborate with various teams to ensure client needs are met and provide support throughout the integration process.
Key Responsibilities
Provide coordination during client development, testing, and deployment integration.
Understand clients’ business requirements and integration needs.
Provide hands-on support and troubleshooting during implementation.
Work with Agile delivery team to craft customer-centric user stories.
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 with short timelines
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