Senior Systems Analyst, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
La Vista, NE
18 days ago
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Charles Schwab as a Senior Systems Analyst in Client Integration Support, where you'll play a crucial role in onboarding clients onto Schwab’s Brokerage platform. Collaborate with diverse teams to ensure a seamless integration process for Personal Choice Retirement Accounts and Health Savings Accounts, making a significant impact in the finance industry.
Key Responsibilities
Provide coordination during client development, testing, and deployment integration.
Understand clients’ business requirements and integration needs.
Serve as the primary liaison between PCIS, internal QA resources, and clients’ technology team for testing activities.
Provide hands-on support and troubleshooting during implementation.
Work with the 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
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 match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance