Senior Specialist, Client Integration Support - Retirement Business Services

Charles Schwab; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

Join a leading financial services company as a Senior Specialist in Client Integration Support. You will play a critical role in onboarding clients onto the Schwab Brokerage platform, working closely with various teams to ensure seamless integration. This position offers competitive salary and benefits, as well as opportunities for professional growth in a dynamic organization.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 2-3 years of data analysis experience.
• 3-4 years of Agile (scrum) experience creating and prioritizing stories.
• 2 years of SQL and script writing.

Responsibilities

• Coordinate client development, testing, and deployment integration.
• Identify clients’ business requirements and integration needs.
• Provide hands-on support and troubleshooting during implementation.

Skills

Communication skills

Analytical problem-solving skills

Data analysis

Agile experience

Education

Degree or equivalent experience

Tools

Microsoft Office

JIRA

Job description

Senior Specialist, Client Integration Support - Retirement Business Services

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Senior Specialist, Client Integration Support - Retirement Business Services

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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.

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 Sr Specialist, 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.

Reponsiblities 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 stories
• Monitor clients’ daily file transmission
• Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes.
  
  

What you have

To 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 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
• 2-3 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
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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