Enjoyable to work for the company. Have learned quite alot about investments.
Accounting Clerk (Current Employee) – Lone Tree, CO – August 4, 2016
There are a few deadlines, but am always able to meet them. Work with excel, word, access, and other internal reconciliation systems. I send various reports to other departments identifying all out of balance situations. I enjoy learning new things about the investment world.
Project Manager (Current Employee) – Phoenix, AZ – July 23, 2016
I've worked for Schwab for more than a decade and during this time there has always been change. Change is good but when you have too much it is not. It is really hard to get ahead. There are lots of different systems to navigate and its more important to be in your seat and cya than it is to be productive. Pay and benefits are meh. People for the most part are nice but most of them will not tell you the truth. Very political and feels somewhat like working for the good ole boys. People in general are overworked and burnned out.
Operations Specialist (Current Employee) – Phoenix, AZ – July 12, 2016
I think Schwab is an amazing company to work for and would love to make this my home. However the organization is difficult to move from one department to another, specifically into the HR area forcing me to look elsewhere.
Financial Services Professional (Former Employee) – Phoenix, AZ – July 1, 2016
If you love to learn this is definitely the place to go. The amount of educational and advancement opportunities are unlimited. Education of staff and clients coupled with exceptional service is one of the benefits to working with Schwab. This in conjunction with the work life balance that is supported throughout leadership. I separated due to family needs and unexpected relocation. Would love to return to one of the more positive work environments I have experienced in my 30+ years of employment.
The culture at Charles Schwab is top notch. The people from top to bottom are fantastic, and there are so many opportunities to grow and move up if you work hard. It would be easy for anyone to make a career here.
Great people, easy going work environment, competitive pay
Specialist (Former Employee) – Phoenix, AZ – June 26, 2016
A typical day would include a general overview of previous days pending work and any urgent items for the day. List, review and strategize the duties in the most efficient way possible. Those are the things I learned at Schwab.
Co-workers and management worked together to form a cohesive partnership in most cases. Any disagreements were generally discussed in a civil manner.
Most difficult part of the job was because there were so many aspects to the job, it might be a little difficult tracking down information to resolve particular issues.
The most enjoyable part of the job was a sense of accomplishment when a client was made happy (internal or external).
Schwab fosters a positive team environment that makes working there a pleasure.
With working in a large company such as Schwab, one can feel a little lost.
Administrative Assistant II (Former Employee) – San Francisco, CA – June 2, 2016
A great company to work for. Management was not the best. Very unsupportive when it came to life/work balance. The pay was great the training was not good at all. It's a self learning environment. No one willing to help you learn your job or what is expected of you.
Vice President - Financial Consultant (Current Employee) – Bethesda, MD – May 28, 2016
Schwab is all about advocating for clients, which is a wonderful thing. That said, it is very difficult to succeed in the role as a new Financial Consultant. The only way to get paid is to have new assets come in or to convert a client in to managed money, appropriate or not.