Charles Schwab
Senior Systems Analyst, Client Integration Support - Retirement Business Service
Charles Schwab, Westlake, Texas, United States
Senior Systems Analyst, Client Integration Support – Retirement Business Services
Join to apply for the
Senior Systems Analyst, Client Integration Support – Retirement Business Services
role at
Charles Schwab
3 days ago Be among the first 25 applicants
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 Integration 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 set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.
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.
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.
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+ 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 Qualifications
3+ years’ experience in Self‑Directed Brokerage Accounts.
3+ years’ experience with Popweb, Client Central, Scube, SAC and EMTR.
1+ year SAFe experience; PI/Sprint planning, Agile ceremonies.
SAFe certified.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Mid‑Senior level
Employment type
Full‑time
Job function
Information Technology
Get notified about new Senior System Analyst jobs in Westlake, TX.
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Senior Systems Analyst, Client Integration Support – Retirement Business Services
role at
Charles Schwab
3 days ago Be among the first 25 applicants
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 Integration 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 set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.
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.
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.
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+ 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 Qualifications
3+ years’ experience in Self‑Directed Brokerage Accounts.
3+ years’ experience with Popweb, Client Central, Scube, SAC and EMTR.
1+ year SAFe experience; PI/Sprint planning, Agile ceremonies.
SAFe certified.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Mid‑Senior level
Employment type
Full‑time
Job function
Information Technology
Get notified about new Senior System Analyst jobs in Westlake, TX.
#J-18808-Ljbffr