Senior Specialist, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Charlotte, NC
22 days ago
Job Description
Join Charles Schwab as a Senior Specialist in Client Integration Support, where you will play a vital role in onboarding clients onto our Brokerage platform. Collaborate with various teams to ensure seamless integration and support for Personal Choice Retirement Accounts and Health Savings Accounts, driving positive change in the finance industry.
Key Responsibilities
Coordinate client development, testing, and deployment integration
Understand clients’ business requirements and integration needs
Provide hands-on support during implementation
Work with Agile delivery team to craft high-quality user stories
Monitor clients’ daily file transmission
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
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 28-day sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance