Charles Schwab "call center" Reviews | Glassdoor

Charles Schwab Employee Reviews about "call center"

Updated Jan 16, 2020

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3.6
68%
Recommend to a Friend
87%
Approve of CEO
Pros
Cons
  • "A little tense to work at the call center(in 123 reviews)

  • "leadership and upper management for great Schwab (not immediate managers) weren't transparent(in 49 reviews)

More Pros and Cons

Reviews about "call center"

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  1. Featured Review
    Helpful (2)

    "Great place for learning"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Registered Representative in Lone Tree, CO
    Recommends

    I worked at Charles Schwab full-time for more than a year

    Pros

    I was able to develop a very broad base of financial planning knowledge. Wonderful career development potential.

    Cons

    Highly regimented day. Dealing with call center clients can be very challenging.

    Charles Schwab2019-07-16
  2. "Great learning cycle"

    StarStarStarStarStar
    Current Contractor - Scrum Master in Austin, TX

    I have been working at Charles Schwab for more than a year

    Pros

    career improvement is encouraged in this workplace

    Cons

    A little tense to work at the call center

    Charles Schwab2020-01-17
  3. "Ethical Company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Participant Services Representative in Austin, TX
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Charles Schwab full-time for more than a year

    Pros

    Great 401k match, HSA contribution, friendly coworkers and bosses. Good work-life balance.

    Cons

    Call center, strict metrics to adhere to, rude customers

    Charles Schwab2020-01-17
  4. "Decent"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Professional 
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time for more than a year

    Pros

    Get experience and learn about the financial markets.

    Cons

    -Is a call center. Have goals you have to hit that seem to increase every quarter. -Short staffed with high expectations making it stressful with a high turnover rate.

    Charles Schwab2020-01-08
  5. "Ethical Company"

    StarStarStarStarStar
    Former Employee - Participant Services Representative in Austin, TX

    I worked at Charles Schwab full-time for less than a year

    Pros

    Ethical Company Long Term Benefits Great 401k Matching & HSA benefits

    Cons

    Call Center environment is very strict

    Charles Schwab2019-12-16
  6. "Schwab: In general, good"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Charles Schwab full-time for more than 8 years

    Pros

    Sabbatical, stock awards, expanding, tuition reimbursement

    Cons

    Doesn’t respect tenure, Advisor services turning into call center

    Continue reading
    Charles Schwab2019-12-10
  7. "Call center"

    StarStarStarStarStar
    Current Employee - Retirement Specialist 

    I have been working at Charles Schwab full-time

    Pros

    Good coworkers and nice location

    Cons

    Micro managing metrics, call center, not the best clients

    Charles Schwab2019-12-19
  8. "good first job out of college"

    StarStarStarStarStar
    Former Employee - Financial Consultant Academy 

    I worked at Charles Schwab full-time

    Pros

    great place to work and learn. good people

    Cons

    a phone based role, call center

    Charles Schwab2019-09-26
  9. Helpful (3)

    "Only take this if youre 100% certain you want to be a Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Consultant Academy in Indianapolis, IN
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Charles Schwab full-time for more than 3 years

    Pros

    -They'll License you immediately -Some of the managers are top quality -Great benefits and salary is OK

    Cons

    -They dont tell you this is fully a call center job. -For 75% of the time youre there youll be doing password resets and helping people log onto their website.Even once youre licensed the most common call you will get will be someone needing help on the website or a paperwork issue. Its almost a tech support job - They will consistently adjust your timeline there at will and call it "a business decision". You may be there 14 months, you might be there 25 months. -Cutthroat Culture. You can only pee on your break or it will screw up your metrics. - You have very little control on what branch you actually end up at. There were people who asked for the east coast and got Michigan -Expect to take 50 calls in an 8 hour shift -The performance metrics will change at will - They expect you to wear a suit to answer calls in a phone center -They subjectively track performance and play favorites -If you dont like it, they wont let you transition to other departments -The average person lasted 8 months

    Continue reading
    Charles Schwab2019-09-29
  10. Helpful (5)

    "Overworked / Underpaid"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Relationship Specialist in Orlando, FL
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I have been working at Charles Schwab full-time for more than a year

    Pros

    Good company culture, friendly environment, everyone is quick to assist if you need it. Also, Schwab used to have a program where they pay for you to get your series 7 and 63, and they put you through a 5 week course where they actually pay you to come to work and study. That is no longer a benefit that they offer though, so this is more of a con.

    Cons

    The position is a grind, simply put. It is essentially a call center position where you sit down and take call after call day after day. For the amount of stress that comes with the position, the pay has to be more than it is. There is no incentive to stay in Advisor Services, other than paying your bills. The position is high turnover, and there's no mystery why.

    Continue reading
    Charles Schwab2019-07-25
Found 123 reviews