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.
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.
Responsibilities will include, but not be limited to:
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 storiesMonitor clients’ daily file transmissionPrepare and participate in Quarterly installs after market close for system enhancements and bug fixes. What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
Subject matter expert on Brokerage Plans and account integrations providing leading practices, and recommendations.Experience in financial servicesDegree or equivalent experienceStrong communication skills - written and verbalProficiency with Microsoft office applicationsCapable of working independently, and as part of a well-coordinated team to meet business needs and target datesDemonstrated success in supporting multiple projects and priorities with short timelines2+ years Data analysis2+ years strong analytical problem-solving skills2+ years Agile(scrum) experience; creating and prioritizing stories in JIRA2+ years SQL, script writing and familiarity with tables and ETLPreferred Qualifications
3+ years’ experience in Self Directed Brokerage Accounts3+ years’ experience with Popweb, Client Central, Scube, SAC and EMTR
1+ years SAFe experience; PI/Sprint planning, Agile ceremoniesSAFe certified Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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