Charles Schwab Interview Questions & Reviews
Getting an Interview
- Popular Job Titles:
- Broker Trainee (33)
- Registered Representative (12)
- Client Service Specialist (9)
- Customer Service Representative (9)
- Relationship Specialist (7)
- Senior Manager (7)
- Senior Marketing Manager (5)
- Director (4)
- Manager (4)
- Associate Financial Consultant (4)
- Financial Consultant (4)
- Managing Director (3)
- Broker (3)
- Broker Trainee Program (3)
- Customer Service (3)
- Investment Consultant (2)
- Senior Software Engineer (2)
- Senior Finance Manager (2)
- Participant Services (2)
- Product Manager (2)
- Client Service Representative (2)
- Operations Associate (2)
- Registered Representative I (2)
- Cost Basis Analyst (1)
- Retirement & Estate Service Specialist (1)
- Alternative Investment (1)
- Web Content/Design (1)
- Premier Lending Specialist (1)
- Brokerage Service Representative - Unlicensed (1)
- Hotline Associate (1)
Relationship Specialist Interview (Positive Experience; Difficult Interview)
I applied online and the process took 2 weeks - interviewed at Charles Schwab in April 2014.
Interview Details – filled out online questionnaire, received an email that they would be calling me to set up a phone interview. Did the phone interview which lasted 30 minutes. After passing that, I was told to expect a phone call to set up face to face. That was with 3 supervisors taking turns asking situational questions, kinda tough.
Interview Question – when was the last time your supervisor criticized your work and how did you handle it? Answer Question
Negotiation Details – No negotion, it is based on whether you have your bachelors degree, and whether you have your series 7 license.
Relationship Specialist Interview (Neutral Experience; Average Interview)
I applied online and the process took 2 weeks - interviewed at Charles Schwab in May 2014.
Interview Details – Two interviews. First one was a phone interview that took a out 40 minutes. I felt relatively comfortable answering the questions. The interviewee said he thinks I'd be a good fit for the company. He noted my masters degree as one reason. None of my education or work experience was I finance.
My next interview was in person one week later. There was three managers. One manager I would be working under. The manager I would have worked under looked at me twice in the hour interview and asked me two questions. I'm pretty sure he took one look at my resume and I was done before I even arrived. I thought the interview questions were challenging but fair.
Two days later I got an email saying they were going in another direction. I wasn't surprised.
Overall, I thought they were fairly professional barring the manager who wasn't interested in me (not his fault in my opinion).
Interview Question – Give one example when you went out of your way to provide superior customer service. Answer Question
Information Technology Interview (Positive Experience; Average Interview)
I applied online and the process took 3 weeks - interviewed at Charles Schwab in May 2014.
Interview Details – Found posting on professional society website. Applied directly to the company. Received a phone call from the talent manager and talked for 40 minutes about the position and my motivations for applying. The phone call went well, and I received a follow-up call the next day from the hiring manager to set up an interview with her. That interview is coming up.
Interview Question – I did not expect the compensation question in the first phone call. I fumbled through my answer because I had not done any meaningful salary research yet. Answer Question
Associate Software Applications Engineer Interview (Neutral Experience)
Interviewed at Charles Schwab
Interview Details – HR phone screen
Team phone interview
Interview Question – What you have learned in one of your courses? Answer Question
Intern Interview (Positive Experience; Average Interview)
I applied through college or university and the process took 3 weeks - interviewed at Charles Schwab in April 2014.
Interview Details – I applied online, and they emailed me for a phone interview less than a week later. First, there was a 15-minute
pre-interview on the phone, with behavioral interview questions. Next, there was a 30 minute interview on the phone, with questions regarding relevant courses and experience. I was then contacted for an on-site interview, where I interviewed 1 on 1 with three members of the team.
Interview Question – There were some programming related interview questions, which I didn't expect. Answer Question
Director Interview (Neutral Experience; Difficult Interview)
I applied online and the process took 3 months - interviewed at Charles Schwab.
Interview Details – The interview process here was intense and thorough, with many interviews scheduled over a period of several months. I found everyone to be very professional and very well prepared. Although I interviewed for several months and felt I was fairly far along in the process, I never received any kind of communication from HR notifying me if the position had been filled.
Interview Question – None of the questions were unexpected, but be prepared to give specific examples of your past success. Answer Question
Technical Support Specialist Interview (Positive Experience; Difficult Interview)
I applied online and the process took 3 weeks - interviewed at Charles Schwab in April 2014.
Interview Details – The process was fairly common. I applied online, entered in all of my information, submitted my resume and waited. About a week later I was contacted by a Charles Schwab recruiter via email to set up a proper time for a phone interview. When the phone interview came, she asked about my past work experience, schooling and skill sets. She also asked questions about what I knew about the position and the company. After that round, one of the managers at the Austin location contacted me, gave me a brief phone interview and set up a time in which to have a face-to-face interview.
I drove out to Austin on a Friday to the job location and was interviewed by the manger who contacted me as well as two others. There was some fairly difficult questions included in the interview, a role play and some behavioral questions. Overall, the experience was decent. I never felt completely overwhelmed or undermined. Everyone who participated in the process was genuine and friendly. However, I feel as if Charles Schwab isn't willing to pay its employees a competitive enough wage compared to their competitors. The position in question has a salary of $40k/year, nonnegotiable and a seemingly lengthy track of promotions.
Interview Question – I was asked what the capital of the Czech Republic was, not quite sure why. I was also asked two questions about current events: The Heart Bleed Bug and High Frequency Trading Answer Question
Reason for Declining – Not interested in relocating cities for a sub-median salary.
Financial Services Intern Interview (Positive Experience; Average Interview)
I applied online - interviewed at Charles Schwab in January 2014.
Interview Details – I was first contacted through an initial phone call from a Human Resources representative. After this talk we scheduled a follow-up phone interview so that I could be screened further. I did well enough to move forward and earn a face-to-face interview. This took place at the branch location in Indianapolis. I was shown around all the facilities and afterwards the interview began. There were two managers interviewing me and they asked a variety of behavioral based interview questions (explain a time when you received good customer service, explain a time when you gave good customer service, explain a time when you demonstrated leadership, etc.) I received a call back the following day and after a thorough background check, I received a formal offer.
Interview Question – Can you think of a time when you demonstrated good customer service? View Answer
Investment Consultant Interview (Positive Experience; Average Interview)
I applied through other source and the process took 3 days - interviewed at Charles Schwab.
Interview Details – I was initially phoned after submitting a resume' and cover letter in response to an advertisement. We scheduled an interview for the same day, as that was the last day interviews were being conducted. The manager interviewed me for 30-45 minutes. Afterwards, an Investment Consultant who was a Series 8 BOM interviewed me for 15-20 mins. Neither interview was difficult and the questions were pretty standard.
Interview Question – I cannot recall any difficult or unexpected questions. Answer Question
Senior Administrator Interview (Neutral Experience; Average Interview)
I applied online and the process took 3 days - interviewed at Charles Schwab.
Interview Details – It took weeks almost a month before I heard from HR that I was offered the job.
Interview Question – n/a Answer Question
Negotiation Details – There was no negotiation. Job amount was as is
Interviews for Top Jobs at Charles Schwab