Senior Specialist, Client Integration Support - Retirement Business Services - Hybrid
Charles Schwab
Bellevue, IA
22 days ago
Job Description
Join Charles Schwab as a Senior Specialist in Client Integration Support, where you will play a crucial role in onboarding clients to our Brokerage platform. Collaborate with various teams to understand client needs and ensure seamless integration of Personal Choice Retirement Accounts and Health Savings Accounts.
Key Responsibilities
Provide coordination during client development, testing, and deployment integration
Understand clients’ business requirements and integration needs
Act as primary liaison between PCIS and clients’ technology team
Provide hands-on support during the implementation phase
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
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
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
SAFe certified
API experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance