Charles Schwab Employee Reviews

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A great place to work
Associate Financial Service Professional (Current Employee) –  Austin, TXDecember 13, 2018
Encouraging community allowing you to constantly challenge yourself and grow as an individual. You learn something new everyday, and you never take work home with you. The work life balance is perfect.

Throughout the day you're working with people who want you to succeed, and you're working with clients that genuinely want to call and appreciate the company as well as the reps.
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Fun, engaging place to work
Retirement Plan Services - Data Analyst (Current Employee) –  Richfield, OHDecember 12, 2018
Schwab is a great place to work! The people are supportive and recognize/ appreciate strong work ethics. I have worked for them for over 15 years and have found it to be a very rewarding work environment.
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No room for growth
Financial Services Representative (Current Employee) –  Austin, TXDecember 12, 2018
Limited growth potential in Austin. Peers/co workers are the best in the industry. Management is difficult at best. Work there and get your licenses then plan to take your career somewhere else.
Pros
co-workers
Cons
health insurance, management, low salary
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Great place to start career
Senior Trading Specialist (Former Employee) –  Phoenix, AZDecember 11, 2018
This is a good brokerage firm to get licensed and begin your career. The pay is reasonable and there are opportunities for advancement depending on your career path.
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High turnover
Financial Services Representative (Former Employee) –  Phoenix, AZDecember 7, 2018
Great environment with good people
Phone role was very boring and clients were very rude
If you are actually passionate about finance I would not look into the "Financial Professional Role" (resetting passwords on a daily basis)
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Good place to work.
Financial Consultant (Current Employee) –  Campbell, CADecember 1, 2018
Good people and product offerings for clients. Company makes it easy to do the right thing for clients and put the clients first. Have referred friends and family.
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place to start career
Branch Client Service Operations (Former Employee) –  Tucson, AZNovember 29, 2018
if you need to get a license and get some experience it is fine. From there move on. Your branch manager is told what to do by people above. the upper level manager have no idea what goes on day to day. stockholder equity seems to be the driver of the company at this point.
Pros
sabbatical
Cons
everything is dictated by upper level managers.
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Locations vary
Financial Consultant (Current Employee) –  Sugar Land, TXNovember 26, 2018
Apply only if willing to work in a fast paced environment where a commission can be clawed back from you up to 4 years after the initial sale. The 'treadmill' like sales environment can push the limits.
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Identity Crisis
Risk Analyst (Current Employee) –  Lone Tree, CONovember 26, 2018
Depending on where you hire in you will find stark differences in the Culture & Management Style. If you are accustom to "LEAN" Leadership this is not the place for you! If you are content with the "Carrot & Stick" micro managment this is your place!
CVRC is Processing group caught in a power struggle of upper management : To be or Not to be a Processing group or a Call center. Typical dichotomy of trying to shove a square peg in a round hole.
*Thou shall NOT Communicate & Collaborate
*Thou shall NOT be empowered to seek feedback
*Thou shall NOT seek to streamline or innovate
*Thou shall NOT question anything (not even for background)
*Thou shall NOT step out of your lane
*Thou shall NOT expect managers to advocate for you
* Thou shall NOT, ABOVE ALL ELSE, reach out cross site for assistance when no other manager is available, it will cost you!

Advice to Management
When you have managers that openly gossip about business challenges & their cross site peers you have a cancer. When you have managers that use carrot & stick instead of "leadership" skills you feed the cancer. When the cancer metastasizes you cannot retain talent. People don't want to be told in no uncertain terms to sit down, shut up, don't ask questions, & do your job... then be expected to chase an ever moving ambiguous goal posts…
Pros
Nice Campus, Great Co-Workers, Decent Benefits & Pay
Cons
No on board Training, No Corporate Development trainings, more of a "hope you can fake it until you make it" mentality.
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Good to work here
Software Engineer (Former Employee) –  Austin, TXNovember 25, 2018
Good to work here, manager respect you, life and work are balanced, coworkers are nice, not too much pressure. Working enviroment is friendly, I would like to go back.
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Positive atmosphere
Team Manager (Current Employee) –  Indianapolis, INNovember 21, 2018
Overall positive atmosphere. Lots of advancement opportunties. Hard to maintain work/life balance with 24 hour staffing. Culture is integral patt of company.
Pros
Culture, coworkers
Cons
Work/life balance, lower salary than industry competitors
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Productive and fun workplace
Oracle HCM Consultant (Current Employee) –  San Francisco, CANovember 21, 2018
management is very good at all and it is most enjoyable to do the work in the workplace moreover it is possible to work in extra hours and it is very happy to work over there.
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See Resume
Senior Data Analyst Corp FP&A (IT) (Former Employee) –  Lone Tree, CONovember 15, 2018
• Develop Teradata reporting for upper management KPI metrics
• Automate ongoing monthly, quarterly SQL reporting via Alteryx
• Create visualizations of data in Tableau using SQL, Teradata and Excel to help managers pick up SWOT for their business units
• Produce new Driver, Products, Channel codes for use on the Planning and Analysis teams
• Fund Transfer Pricing monthly validation and trouble shoot variance errors
• Work across different teams to complete high profile projects
• Big Data analysis using Teradata to find discrepancies in data for internal and external audits
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Relaxed and collaborative place to work
Resolution Specialist (Former Employee) –  Westlake, TXNovember 14, 2018
Management is fantastic. Opportunities of advancement could be limited depending on what department you work in. Personal financial management has ample opportunities.
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Great Company while I was there
Director of Trading (Former Employee) –  Englewood, CONovember 14, 2018
I think they have lost the creative edge that was there when I was. I only left because I was making too much money and was laid off with the rest of the management team when the market went south
Pros
innovative
Cons
Entire management team laid off to save money
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Work Friendly location
QA Engineer (Current Employee) –  Raleigh, NCNovember 12, 2018
It is a work friendly location and takes good care of employees.Had a great time working with them and willing to work with and for them in the future.
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Great place to work but has a few cons.
Account Solutions SR Specialist (Former Employee) –  El Paso, TXNovember 11, 2018
CEO seems to be out of touch with the core employees. Management seems to be hired on how well they can sell themselves instead of performance.

All in all, it was a great place to work.
Pros
Great people
Cons
Managment
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Financial call center position
Day Trader (Former Employee) –  Carmel-by-the-Sea, CaNovember 8, 2018
Assisted Schwann clients that called in with respect to all trading and customer service issues .
Educating client with all investments Schwab offered .
Pros
Speaking with different clients everyday and striving to meet there expectations !
Cons
Diversification in position
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Location is everything
Specialist (Current Employee) –  Denver, CONovember 8, 2018
I worked in 2 major offices for the firm. In the larger more competitive city the office atmosphere was positive and there was a tremendous effort to make it a great place to work. In the smaller office where the firm was the only major player the attitude was so different. Hours were longer with no options for work/life balance.
Pros
Great coworkers
Cons
Lots of extra hours expected. Not somewhere for someone with a family.
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Flexible work hours
Executive Assistant (Current Employee) –  San Francisco, CANovember 1, 2018
Schwab takes pride in their product and services.
The company cares for their clients needs, always looking out for the best interest in clients. Strives on reputation to uphold their company mission statement.
Pros
Great employee benifits
Cons
Career advancement
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