Senior Systems Analyst: Client Integrations for PCRA & HSA

Charles Schwab; Omaha (NE); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401k match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Insurance: health, dental, vision

Job summary

Charles Schwab in Omaha seeks a Senior Systems Analyst, Client Integrations and Support, to lead onboarding of Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) onto Schwab’s Brokerage platform. You’ll collaborate with PCIS, Relationship Management, Product Management, Compliance, and scrum teams to plan and run client integrations.

The role requires SME knowledge of brokerage plans, strong data analysis, and hands-on troubleshooting.

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 in a coordinated team to meet business needs.
• Demonstrated success in supporting multiple projects with short timelines.
• 2 years Data analysis.
• 2 years strong analytical problem-solving skills.
• 2 years Agile (scrum); creating and prioritizing stories in JIRA.
• 2 years SQL, script writing and familiarity with tables and ETL.

Responsibilities

• Provide coordination during client development, testing and deployment integration ensuring internal teams' alignment with the client's needs.
• Understand clients' business requirements and integration needs; present options tailored to clients' needs as primary liaison between PCIS, QA, and client's tech team.
• Provide hands-on support and troubleshooting during the implementation phase.
• Work 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.

Skills

Brokerage plans & account integrations

Data analysis

Analytical problem solving

Agile / Scrum (JIRA)

SQL & ETL scripting

Communication skills

Microsoft Office

Independent and team collaboration

Education

Degree or equivalent experience

Tools

Popweb

Client Central

Scube

SAC

EMTR

Job description

Charles Schwab in Omaha seeks a Senior Systems Analyst, Client Integrations and Support, to lead onboarding of Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) onto Schwab’s Brokerage platform. You’ll collaborate with PCIS, Relationship Management, Product Management, Compliance, and scrum teams to plan and run client integrations.

The role requires SME knowledge of brokerage plans, strong data analysis, and hands-on troubleshooting.