Charles Schwab Client Services Interview Questions
& Process

The whole interview process took about a month. There was a phone interview first, and then it took another month to get a second interview. After the second interview, it took another month for them to tell me they chose someone else.

The process is very easy and straightforward. I would highly recommend looking into working here. Depending where you work, there are a set of people you meet with. You’ll see the branch and go from there.

You don't send resumes, you have to apply on their website first. I got an automated response to fill out a bunch of psych questions. About a week later, a real person emailed to set up a 5-minute phone interview. It was mostly questions about the job to make sure I knew what it was. Right after, they said I passed and to wait for an email. The next interview was with someone else, a 40-minute phone call. It took a few weeks to schedule, making me think they'd changed their mind, but just keep checking your email. The questions were standard, like "Why Charles Schwab?", "Tell me about a failure", "Where do you see yourself in 5 years?", and "Why leave your current job?". Just stay positive and compliment them. After that, I waited a few more weeks. Another person emailed saying I passed and wanted an in-person interview with two hiring managers. If you're applying at the Phoenix branch, Curtis Crawford handles scheduling and is hard to reach, so keep your phone nearby or just show up in person and have the secretary call him. This got the final interview set up. It was all behavioral questions, so have some stories ready. They have lists but can ask anything or make up their own. If you're quick, it's fine. You get to ask them questions at the end, which they seemed to like. A week later, I got a call saying I passed, pending background and credit checks. Then I had to fill out an application and background check form. Here's where I had issues: the paperwork said they can't discriminate based on sealed court cases, but they want you to disclose them anyway. I mentioned a felony I was guilty of but not convicted for, and had sealed when I was 20. They asked a lot of questions about it and said they had enough info, then emailed saying they weren't offering me the job. They didn't call references or employers. I'm frustrated about the discrimination after months of waiting. My advice: don't mention sealed cases. Overall, it's not a hard process if you're good at telling stories, but it's very long and the behavioral questions get old.