Business Analyst- Service Performance Analytics (Advisor Services)
WESTLAKE, TXPosted 20 days ago
Job summary
Job post source
This job is directly from Charles Schwab
Job overview
The Business Analyst in Service Performance Analytics at Charles Schwab supports Advisor Services by delivering performance analytics and demand/staff planning to optimize customer experience and business expenses.
Responsibilities and impact
The role involves providing service and performance analytics, conducting reporting and ad-hoc analysis, guiding fact-based business decisions, developing dashboards, and collaborating with various teams to improve client and employee experiences.
Compensation and benefits
The position offers a competitive benefits package including 401(k) with company match, employee stock purchase plan, paid vacation and sabbatical, paid parental leave, tuition reimbursement, and health, dental, and vision insurance.
Experience and skills
Requires 5+ years of experience with analytical and data visualization tools like SQL, Tableau, and Alteryx, knowledge of contact center dynamics, capacity modeling, strong communication and influencing skills, and preferably experience in financial services and a quantitative degree.
Career development
The company supports employee personal and professional success with a purpose-driven culture, development tools, and a hybrid work approach balancing flexibility and in-person collaboration.
Work environment and culture
Charles Schwab promotes a supportive, purpose-driven culture focused on employee development, flexibility, and a balance between remote and in-person work.
Company information
Charles Schwab Advisor Services is a leading provider of custody, trading, technology, and operational support to independent advisory firms managing over $3 trillion in assets.
Team overview
The candidate will join the Staffing, Demand and Employee Performance Analytics team within Advisor Experience and Platform Solutions, working cross-functionally to optimize service and workforce planning.
Job location and travel
The role offers a hybrid work model balancing remote work and in-person collaboration, with no specific location detailed.
Unique job features
This role is distinguished by its focus on advanced capacity planning, strategic analytics, and collaboration across multiple business units to enhance advisor and employee experiences.
Company overview
Charles Schwab is a leading financial services firm that provides a wide range of investment, banking, and advisory services. Founded in 1971 by Charles R. Schwab, the company revolutionized the brokerage industry by offering discounted stock trades. Today, it generates revenue through trading commissions, asset management fees, and banking services. Key milestones include the acquisition of TD Ameritrade in 2020, which significantly expanded its client base and technological capabilities. The company is known for its customer-centric approach and innovative financial products.
How to land this job
Tailor your resume to emphasize your experience in performance analytics, capacity planning, and workforce strategy within service organizations, highlighting tools like SQL, Tableau, and Alteryx as key skills.
Showcase your ability to deliver actionable intelligence through reporting and ad-hoc analysis, and your experience collaborating across departments to improve client and employee experiences.
Apply through multiple platforms including Charles Schwab's corporate careers page, LinkedIn, and other job boards to maximize your chances of being noticed.
Connect with professionals in the Advisor Services division on LinkedIn, using ice breakers such as commenting on recent Schwab Advisor Services initiatives or asking about their experience with workforce demand planning at Schwab.
Optimize your resume for ATS by incorporating keywords from the job description like 'capacity planning,' 'performance analytics,' 'workforce strategy,' 'SQL,' 'Tableau,' and 'contact center dynamics' to ensure it passes automated screening.
Consider using Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking.
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