Senior Systems Analyst, Client Integration Support - Retirement Business Services

Charles Schwab•Austin, TX

2d•Onsite

About The Position

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA) through, Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and the rest of the retirement and health savings industries. The PCIS Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients' business needs is paramount to our success. Within this group, the Client Integration and Support Team is responsible for onboarding Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) clients onto Schwab's Brokerage platform. As Senior Systems Analyst, Client Integrations and Support , you will serve a key role in leading PCIS's efforts to engage and showcase our capabilities to prospective and current clients by supporting client integrations onto the Schwab Brokerage platform. In this role, you will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to setup plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.

Requirements

Subject matter expert on Brokerage Plans and account integrations providing leading practices, and recommendations.
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 well-coordinated team to meet business needs and target dates
Demonstrated success in supporting multiple projects and priorities with short timelines
2+ years Data analysis
2+ years strong analytical problem-solving skills
2+ years Agile(scrum) experience; creating and prioritizing stories in JIRA
2+ years SQL, script writing and familiarity with tables and ETL

Nice To Haves

3+ years' experience in Self Directed Brokerage Accounts
3+ years' experience with Popweb, Client Central, Scube, SAC and EMTR
1+ years SAFe experience; PI/Sprint planning, Agile ceremonies
SAFe certified

Responsibilities

Provide coordination during the client development, testing and deployment integration ensuring internal teams' alignment with the client's needs.
Understand Clients' business requirements and integration needs, and present options tailored to the clients' needs.
Primary liaison between PCIS, internal QA resources and the clients' technology team for testing activities.
Provide hands-on support and troubleshooting during the implementation phase.
Works with the Agile delivery team to craft high quality customer-centric user stories
Monitor clients' daily file transmission
Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes.

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