Charles Schwab interview

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Sep 27, 2008 2:41 pm

Has anyone here been interviewed by Charles Schwab for the Brokerage Service Representative position? If so what kind of interview was it?

Sep 27, 2008 2:45 pm

I hear it's mostly Q&A.  

 
  jk
 
 
Sep 27, 2008 6:18 pm

Is this a branch related position? If so, I knew it as Client Service Representative, or something similar... It's basically secretarial in nature. If at one of the various home offices or call centers, I have no idea. Never interviewed myself but friends who have (for financial consultant roles) both indicated manager followed loosely a script but took it as a point of departure. Apparently the informal purpose of many of the positions, based on a rep in my region, is to screen out anyone who appears under 30 in person. The perception previously has been that people used Schwab as an "entry" to the industry and they don't want any more kids.

Sep 27, 2008 10:18 pm

It is at one of the call center. I think the position used to be called Client Service Representative and then they changed it to Brokerage Service Representative.  Just curious as to what kind of interview it is, such as do they ask behavioral questions or just the typical standard questions?

Sep 28, 2008 5:13 pm

"do they ask behavioral questions"

 
What's a behavioral question?
Sep 28, 2008 7:24 pm
Gaddock:

"do they ask behavioral questions"

 
What's a behavioral question?
 
"Are you a good boy?"
Sep 28, 2008 9:28 pm
Gaddock:

"What's a behavioral question?

 
Example:
Tell me about a time when you were faced with and how you handled it.
Sep 29, 2008 4:47 am

I don't think you're going to have that much difficulty with this role if you are licensed and have a pulse. Apparently they recruit from out of state for many of them and try to use the carrot/stick of eventually coming back to your home city for a Schwab branch rep role as bait. A friend of mine and several colleagues got calls from a recruiter a few months into their Morgan Stanley training program right around the time people were starting to flame out. High turnover like any call center and a lot of the calls are people that just want fee reversals; typical discount broker crowd.

Sep 29, 2008 5:01 pm




The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab Investor Services, Schwab Institutional, and Schwab Corporate and Retirement Services.

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