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Charles Schwab CS&S Broker Trainee Interview Questions

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CS&S Broker Trainee Interview

Anonymous Interview Candidate in Denver, CO
Anonymous Interview Candidate in Denver, CO
Application Details

I applied online. The process took 4+ weeksinterviewed at Charles Schwab in February 2013.

Interview Details

As detailed by others, brief phone conversation followed by an approx. one hour phone interview. Didn't hear back, but I followed up with the recruiter and he moved me on to the next stage. Rather than taking the SIFMA assessment next, as most others had done, I had an interview with two team managers from the Denver office. Lots of behavioral questions; just have a few good anecdotes about your customer service experience handy. From there, I took the SIFMA, which consisted of confusing logic questions that just must be read carefully and math that focused heavily on profit and interest. Later that day, I received a call from a recruiter telling me that I passed and conditionally offering me the job if I passed a background screen and credit check.

Interview Questions
  • Name a time a relationship got started off on the wrong foot, and what you did to correct it   Answer Question
Negotiation Details
Take it or leave it, 40k base pay with bonus potential and a possible 10% shift differential.
Accepted Offer
Positive Experience
Average Interview

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