Senior Systems Analyst, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Austin, TX
18 days ago
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Job Description
Join Charles Schwab as a Senior Systems Analyst, where you'll play a crucial role in integrating clients onto the Schwab Brokerage platform. Collaborate with cross-functional teams to understand client needs and ensure successful onboarding of Personal Choice Retirement Accounts and Health Savings Accounts, while contributing to innovative solutions in the financial services industry.
Key Responsibilities
Coordinate client development, testing, and deployment integration
Understand clients’ business requirements and integration needs
Serve as primary liaison between PCIS and clients’ 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 and participate in quarterly installs after market close
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 in a team
Demonstrated success in supporting multiple projects
2-3 years of data analysis
3-4 years of strong analytical problem-solving skills
3-4 years of Agile (scrum) experience; creating and prioritizing stories in JIRA
2 years of SQL and script writing
Preferred Qualifications
4-7 years of experience in Self Directed Brokerage Accounts
3-4 years of experience with Popweb, Client Central, Scube, SAC, and EMTR
2 years of SAFe experience; PI/Sprint planning, Agile ceremonies
SAFe certified
API experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance