Charles Schwab Interview Questions

Updated Aug 26, 2015
177 Interview Reviews

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177 Candidate Interview Reviews Back to all Interviews

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  1. Helpful (3)  

    Broker Trainee Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 6+ weeks. I interviewed at Charles Schwab.

    Interview

    Sifma exam, they asked me what my best overall customer experience was. They also wanted to see how I was able to come up with answers to questions that would make me think of ways of solving difficult problems

    Interview Questions

    • Name a time when you feel like you exceled at your job   Answer Question
  2. Helpful (4)  

    Client Services Specialist Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Charles Schwab.

    Interview

    I wasn't licensed when I applied for the position, so they had me take a test that was supposedly able to determine my ability to pass the Series 7. Wasn't difficult- was a test to see how I thought.

  3. Helpful (1)  

    Account Solutions Associate Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 5 weeks. I interviewed at Charles Schwab.

    Interview

    Contacted for initial phone screen within three days of applying. Very basic questions about previous jobs, computer skills, customer service experience. Interviewer asked if I had done research on the company and the position. A week and a half later, I received an email to schedule another phone interview with the same person as the first interview. Similar questions, but more in depth with specific scenario related questions. A week later I was contacted by phone to have an in person interview. I had my interview with three managers in a small office. It was very intimidating, but they were all three very friendly. They asked me very specific questions regarding my research into the company and the position. This interview lasted a little over an hour.

    Interview Questions

    • Tell me about a time you had to take feedback from a supervisor that you did not agree with.   Answer Question
    • Tell me about a time that you had a difficult customer interaction. What did you do to resolve the issue?   Answer Question

    Negotiation

    Very firm offer, no room for negotiation. Inquired about flexibility in pay.

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  5.  

    Financial Consultant Academy Interview

    Anonymous Interview Candidate
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 5+ months. I interviewed at Charles Schwab.

    Interview

    I applied for the FCA role after visiting their website. I did not have a connection at Schwab, nor did I have any introduction through my university, job fairs, or networking events. If you know anyone that works there reach out to them. They get a bonus for recommendations and it will help you ALOT. The entire process for me was over the phone. With this position, you will be doing the all of your work over the phone until you graduate the program, so it is very important to use a clear voice and talk well. Asking questions and engaging conversation will make you look better overall. The first interview I had was with a talent acquisition member. It was pretty basic and flowed more like a conversation than an interview. Know your resume because you are going to go through that as well. Simple questions like: why Schwab? where do you want to be in 5 years? what are your interests? This interview lasted 20 minutes. The second interview was with 2 VP's, of a department I do not remember, and it was heavily behavioral questions. This interview was much more intense and did not contain many breaks. Once I answered one question, the other interviewer would ask me another. There were a few situation questions as well. Use the STAR method and you should get along just fine. Make sure not to drag on too much because again, these interviews also test your skills with telephone communication. Some questions: Tell me about a time you have to manage many tasks and how did you do it? a time you showed leadership? a time you solved a problem? a time someone was angry with you and how you handled it? ect.. Try to use stories that will be relevant to the job you are applying for!!! Some small talk at the end followed and this just goes back to all phone skills i mentioned before. They want to see you be able to form some kind of relationship over the phone. But don't force a conversation either! This interview lasted 45-60 minutes. The last interview was with a branch advisor. This was a combination of behavioral questions and questions about yourself. It was very similar to the second interview but much shorter and mine seemed much more relaxed. Small talk again after the interview. This interview lasted 25 minutes. I was told I would hear back in about a week. But, 4 hours later I got a call saying they wanted to proceed with a background check and drug test. I personally did not get drug tested and I heard rumors they had a problem with whoever they outsourced to. Some of the people that were hired at the same time as me did get tested so I'm not sure what the deal was. After another week I was offered the job. NOTE: I applied in February and accepted the offer in June. I had to be pretty stubborn in reaching out to them as some of my emails did not get replies. So if they don't get back to you one week don't be intimidated to send another. I did this multiple times.

    Interview Questions

    • Tell me about a time you had to deal with an unpleasant customer/client/person?   1 Answer

    Negotiation

    I did not negotiate.

  6.  

    Associate Interview

    Anonymous Interview Candidate
    Accepted Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Charles Schwab.

    Interview

    Really easy, phone screening then you do an in person. They lied about the salary, saying one number on the phone then coming in almost 10 grand lower in the official offer.

    Interview Questions

  7.  

    Talent Acquisition Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience

    Interview

    It was a standard interview process. Perhaps the strangest part was that Schwab does not do drug screens for their employees, which for a firm of its size and the rigor of the background check I thought was a bit odd.

    Interview Questions

  8. Helpful (1)  

    Client Service Representative Interview

    Anonymous Interview Candidate in Indianapolis, IN
    Accepted Offer
    Negative Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeks. I interviewed at Charles Schwab (Indianapolis, IN) in July 2015.

    Interview

    Phone Interview which was followed by going in for a in person interview. Background check was very through. It took over 3 weeks to hear back from the recruiter with an offer.

    Interview Questions

  9.  

    Grant Specialist Interview

    Anonymous Interview Candidate in San Francisco, CA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a staffing agency. The process took 3 weeks. I interviewed at Charles Schwab (San Francisco, CA) in July 2015.

    Interview

    Interviewed by 3 people. Attire is business casual but dress extra professional for interview. Bring copies of resume in case they don't have it on hand. Make sure to bring one for yourself so you can reference as they ask you questions about your past experience. Even though interviews are intimidating, Be confident and show them that you're a good fit for the job! Most likely to be interview in panel format.

    Interview Questions

    • Tell us about your experience.   1 Answer
    • How do you deal with stress ?   Answer Question
    • Tell us about an experience when you had an upset customer and how did you deal with it?   Answer Question
  10. Helpful (3)  

    Participant Service Representative Interview

    Anonymous Interview Candidate in Austin, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Charles Schwab (Austin, TX).

    Interview

    There is an initial phone interview to gauge your interest in the company/position, then they schedule you for a 40-60 minute phone interested view where they are primarily looking for examples of situations with customers or other related scenarios and a basic knowledge of Charles Schwab history and how it aligns with your goals. After that the talent rep schedules an in person interview which is with 3 hiring managers. It basically consists of the same types of questions as the phone interview only more in depth and expect to explain how situations were handled, how they resolved, and what the root causes could have been. It really helps to have knowledge of the company and to talk about what you find inspiring or what drew you to Schwab.

    Interview Questions

    • Name an instance when you went above expections?   1 Answer
  11.  

    RIA Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Charles Schwab.

    Interview

    Three rounds of phone interviews, most of the questions asked were fit questions. The first interview was a screening call with a person in the HR department. Overall the process itself was not overly difficult but there is a good amount of preparation that needed to be done in order to ensure that you will do well in all the interviews

    Interview Questions

    • Tell us about a time you had to work in a group setting   Answer Question
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