Charles Schwab Interview Questions & Reviews
Updated Feb 8, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 89 ratings |
Interview Experience [?] Based on 89 ratings
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| 1–10 of 89 Charles Schwab Interviews | Sort by |
Project Manager at Charles Schwab
Posted Feb 8, 2012
3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Apr 2010 in San Francisco, CA (took 2 days)
Via a recruiter, I had a call with HR. Proceeded to have a 1:1 with the hiring manager in person.
Interview Questions
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Associate at Charles Schwab
Posted Feb 3, 2012
3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Jan 2012 (took 5 days)
A Charles Shcwab recruiter contacted me on this position, which I applied for online. The position appealed to me because I had some previous experience in dealing with the type of work however I also have experience that was a bit more than what is needed for the position (both a positive and a negative).
Initial phone interview was straight forward and typical. I was explained that another person would contact me for further questions and to prepare for it. I was given the name and the contact information of the person to do a follow-up interview and was given a time and date. The appointment for the second call came and went. I followed up and was advised that the person who was suppose to have called had an unexpected appointment and that they had sent me an e-mail to reschedule. I replied that I did not receive the request. I later found out that the person sent the request to reschedule to someone else with the same name as me (what are the odds?) but I initiated the request to follow-up and reschedule. I never received a confirmation for the alternate date. I suppose that is their way of saying not interested.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Technical Associate at Charles Schwab
Posted Jan 16, 2012
2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Jun 2011 in Phoenix, AZ (took 2 weeks)
Applied online and was called within a couple of days. They really pushed to schedule the interview early in the morning (7:00AM) so I accepted. The interview was with 2 managers and was a scenario based interview as well as a lot of personal questions. Managers seemed really nice and the interview was a pretty good experience. The next day I received a call offering me the job contingent upon background screen. Background check took somewhere along the lines of 2 weeks.
Interview Questions
Reason for Declining
Offered pay was really low....
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Customer Service Representative at Charles Schwab
Posted Dec 16, 2011
1.0
Very Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2011 in Phoenix, AZ (took 3+ weeks)
I applied online, after I submitted my application I recieved an email with a link instructing me to take their test. The test was a personality test followed by a knowledge based test. About two weeks after taking the test I recieved an email from a recruiter requesting a phone interview. I had my first phone interview that same week and was asked to have a second phone interview. About 3 days after my second phone interview I was contacted and set up a interview with two of the managers at the job site. Heading into week 3 of this process I interviewed with the managers, within 2-3 days I was contacted by my recruiter and offered a position.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
More Charles Schwab Customer Service Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Director at Charles Schwab
Posted Dec 14, 2011
1.0
Very Easy Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Jun 2010 in San Francisco, CA (took 3 months)
Applied through CS website and received call from HR two days later for the initial screening interview a few days later.
After screening interview another phone interview scheduled with managing director.
This interview was rather mundane, and the interviewer certainly gave the impression of not being all that committed to holding the interview to say the least, might as well have put the phone on speaker and wandered off for all the attention that was being paid.
I remember asking one question about the prospects of the position (seeing as this was a new venture for CS) only to receive the reply, ah well if they don't carry on with the project then you will just stay here doing 'something' like this other guy has.
Was asked to send in an example of previous work and they would get back to me in due course with the next phase.
Well, that never happened. Blessing in disguise looking back at it all.
Interview Questions
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Participant Services at Charles Schwab
Posted Dec 4, 2011
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2009 (took 2 weeks)
the interview process was very structured. there will be an initial phone interview where the HR person will ask a series of basic behavrioual questions. they mostly look at your experience in customer service. if they see that you do have experience in customer service, and a positive attitude you will get to interivew 1:1 with their managers.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Business Continuity Manager at Charles Schwab
Posted Nov 29, 2011
3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Nov 2011 in San Francisco, CA (took 1 week)
I interviewed with three people in the department I was applying for, including the manager (hiring manager). I definately met all of the job requirements and I felt the interviews went very well. Unfortunately for me, the job was offered to a former employee.
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Nov 15, 2011
3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Nov 2011 in Indianapolis, IN (took 3 weeks)
I posted my resume online. Someone called the next day for a five minute screen. Know why you are interested in the position and the company. Then you move on. The next day I had phone interview which lasted 45 minutes. The woman scheduled a time for me to come to Schwab and interview and take the SIFMA later that day. The SIFMA has about 30 logic questions and 27 math questions. The logic questions have about three sentences and a following statement that is either true, probably true, can't tell, probably false, or false. The math questions are lengthy. An example would be John has 60% in Stock A, 40% in Stock B and 500 stocks. Stock A has a rate of return of 7% and B has a rate of return of 5%. After a year, what is the percentage difference in return from Stock A? This is about as tough as it gets. Know how to multiply and divide decimals; that's about it.
Anyway, I passed that, but you need to understand something about Schwab. They test probably 10 people a day, and each one of those people has a final interview. Therefore, they are very, very choosy. I'm thinking about 10% of the interviewees are hired. Just a guess, and forget your qualifications, you have to interview the best. They gave me a problem and a theorist, and I had to simplistically solve the problem through the theorist's eyes like I would explain it to an ignorant customer. I hadn't learned the theories in over two years which was present on my resume, but hey, it was enough, because the rest of my interview was almost stellar, but it didn't matter.
It doesn't matter how well you explain yourself, answer the questions, or love the company. One mistake (doesn't matter how irrelevant the question is) and you're done, because there are really that many applicants that are given a shot. Oh yeah, and after you go through 3 interviews and 2 tests, you get an automated rejection letter, and no one you call is helpful when you want feedback. Forget that most people come here and say they received the offer. People who don't get the job are lot less likely to share their failures, but I hope I was able to help with the SIFMA since no one else explained it and I gave 90% of my questions below. Best to everyone.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Skills Test, a Personality Test and a Background Check.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Senior Staff Software Engineer at Charles Schwab
Posted Nov 2, 2011
1.0
Very Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2011 (took 5 days)
This was a fairly traiditional interview process, nothing exceptional. The initial screening was performed by a Schwab recruiter. A series of phone interviews lasting 30-60 minutes was scheduled. Questions basically followed my resume, with one or two fairly simple technical questions. An onsite interview followed which was pretty much an all day affair, with individual interviewers throughout the day. Nothing more technical than a couple trips to the whiteboard writing pseudo-code. Everyone was otherwise very professional and candid about working at Schwab.
Interview Questions
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Oct 31, 2011
4.0
Difficult Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Mar 2010 in Phoenix, AZ (took a day)
After coming across a listing for the Broker Trainee position through my university career website, I researched and subsequently applied online through Schwab's career site. The follow up on their end was very prompt (about one week), which is exceptional for a 'big-name' institution. A representative from their HR department called to set up a phone interview at my convenience. I scheduled for the following day and was then contacted by one of the program recruiters. Right out of the gates she broke down the program for me into the following: a detailed overview of the position, the type of person they were looking for in this capacity, and finally, what I could expect of the position in terms of salary and advancement. She then conducted a fairly exhaustive (45 minutes) interview, which explored my academic background, interests and experience relating to the field, and my short/long-term career aspirations. Following this I was given the opportunity to pose questions to the recruiter about the company and program. This, I believe, is where candidates are able to separate themselves from the general pool by posing thoughtful, intelligent, and pertinent questions. As stated by the recruiter afterwards, it greatly helps to show that you have done a deal of research on the company and position prior to interviewing. Having evidently met the candidate profile, I was selected for a follow-up interview, which was to be conducted in person.
Interview Questions
Reason for Declining
The follow-up 1:1 manager interview and the 3:1 broker team interview were to be conducted on location in the hiring office (Phoenix, AZ). Given the nature of the program, they did not offer travel expense reimbursement, nor, should the job have been offered, would they have provided relocation assistance. Additionally, the starting salary was set at $35K; much too low to merit relocation.
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
Inappropriate?