Senior Systems Analyst, Client Integration Support - Retirement Business Services jobs in United States
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Charles Schwab · 1 week ago

Senior Systems Analyst, Client Integration Support - Retirement Business Services

Charles Schwab is a financial services leader aimed at being the most trusted provider in investment services. As a Senior Systems Analyst in Client Integrations and Support, you will lead efforts to onboard clients onto Schwab's Brokerage platform and work closely with various teams to ensure client needs are met during the integration process.

Financial Services
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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

Qualification

Brokerage Plans expertiseFinancial services experienceData analysisAgile (scrum) experienceSQLETLMicrosoft Office proficiencyAnalytical problem-solvingSAFe certificationCommunication skillsProject management

Required

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

Preferred

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

Company

Charles Schwab

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We have plans for every turn you take.

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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